The person who builds your numbers just left. Now what?
Don't replace the person. Replace the dependence. In 30 days, the report your business runs on turns up on its own, checks itself against your systems, and your own people run it.
- 30 days
- Fixed price
- Built in your own Power BI
- Yours to run when we leave
It Usually Starts With One of These
Most businesses run on one number or one report that lives in one person's spreadsheet. It works fine, until it doesn't.
They've resigned
The person who built the monthly pack has handed in their notice, and nobody else knows how the spreadsheet works.
They're away
Leave, illness or a move to another role, and this month's numbers are suddenly late, or you're building them yourself on a Friday night.
The number was wrong in public
A figure was wrong in front of the board, a customer or the auditor, and now nobody trusts the spreadsheet.
You've inherited it
You're new in the CFO or GM seat and the numbers you were handed come with caveats nobody can explain.
Before You Call the Recruiter
Hiring a replacement fixes this month. It also creates the next person the business can't afford to lose.
Hire a replacement
- Months to find someone, then more months to learn the spreadsheet
- An ongoing salary
- The report still lives in one person's head
- Back to square one when they leave
Replace the dependence
- Running on its own in 30 days
- One fixed price, agreed up front
- Written down, checked and owned by your team
- It doesn't resign
What You Get
One report, rebuilt so it no longer depends on any one person. Not on yours, and not on us.
It runs without the person
The report refreshes every day from up to two of your systems or the files you already keep. Nobody copies, pastes or rebuilds it.
If someone leaves, nothing stops
It lives in your own Microsoft environment. Your people are trained to run it and to change it. You won't need us afterwards.
Checked every time it runs
Each refresh is tested against your source systems. If anything fails or doesn't match, a named person hears about it first, not your board.
Every number defined once
8 to 12 measures, each written down in plain words and signed by the people who used to argue about them.
How the 30 Days Work
The 30 days start once we can reach your data and we've agreed which report we're rebuilding.
Days 1 to 5
Define
Agree and sign what each number means. Get access working.
Days 6 to 14
Build
Connect the sources, build the report, schedule the refresh.
Days 15 to 21
Prove
Match it to your last closed month. Test the alert.
Days 22 to 26
Run
Five clean scheduled runs in a row.
Days 27 to 30
Hand over
We train your owner, who then runs it alone.
Done means four tests pass:
- 1Every definition signed by your owner
- 2It matches your last closed month, with every difference explained
- 3Five clean scheduled runs, and a tested alert
- 4Your owner runs it with none of us in the room
Fixed means fixed
If the four tests haven't passed by day 30, we keep working at our cost until they do, as long as your side has held: access by day 5, two hours a week from your owner, definitions signed.
A way out at day 5
If by day 5 we can't reach your data or agree what the numbers mean, we stop, tell you why, and you only pay for that first week.
Talk us through the report that worries you in a 20-minute call.
Book a 20-Minute CallWhat It Looks Like
A sample monthly pack for a made-up firm. The report itself will be yours. What stays the same is how it behaves.
- It shows when it last refreshed, and that nobody rebuilt it by hand
- It checks itself against the ledger before anyone reads it
- Anything that doesn't match is flagged, not hidden in a total
Built for Businesses Our Size
We're a small team, and we work best with businesses that don't have a data team of their own.
A good fit if
- You have 20 to 500 people and no data team
- One report the business runs on is built by hand by one person
- That person has left, is leaving, or is away
- The numbers come from one or two systems, or files you keep
- You run on Microsoft 365
Not what this is
- Month-end close, journals or signing off the figures
- Fixing data problems inside your source systems
- Rebuilding every report you have, or a data warehouse
- If you already have a data or software team, this isn't it. Talk to us about other work
Questions We Get Asked
Talk Us Through the Report That Worries You
A 20-minute call. Tell us how it gets built today and who builds it. We'll tell you honestly whether this fits.