Operational Excellence Advisory
Performance Improvement & KPI Advisory
Defining the metrics that matter and building the reporting to track them, so leadership decisions are based on current data.
Overview
We help finance and operations leaders define a KPI framework that's actually used - a short list of metrics tied to decisions, with clear ownership and a single source of truth in Power BI or Fabric, rather than dozens of disconnected spreadsheets. This often follows directly from a process optimization or audit engagement, once the underlying data is trustworthy.
What's included
Where we typically start.
01KPI framework definition & ownership model
02Data source mapping and quality assessment
03Power BI / Fabric dashboard design & build
04Benchmark setting and variance tracking
05Executive reporting cadence design
How we deliver it
- Work with leadership to agree the KPIs that actually drive decisions
- Map and validate the underlying data sources in D365 / Fabric
- Design and build dashboards suited to each audience level
- Set benchmarks and thresholds for variance alerting
- Establish a recurring reporting cadence and ownership model
Ready to talk through performance improvement & kpi advisory?
Tell us where you are today - we'll map the fastest path to the outcome you need.