1. Start with International Business Communication Standards
International Business Communication Standards (IBCS) is a reporting best practice that, with a little training, empowers teams to create and consume reports more efficiently. Implementation can range from free Excel basics to advanced Microsoft Power BI + Zebra BI dynamic dashboards as shown below.
A high level introduction to ICBS to read the dashboard
- Colour used sparingly: green = favourable, red = unfavourable variances.
- Standard notation: Actual (AC), Plan (PL), Forecast (FC), Prior Year (PY) and Change (△).
- Focus on relativity: Absolute and percentage variances prominent. Waterfall charts show contribution to totals.
2. Bring Business Strategy into Your Reporting
Your value creation strategy should be built into reporting and measurement. Choose the one page diagrams that suit you, like a Business Model Canvas or Strategy Risk Matrix, and we embed them into the data models and reporting so execution is visible and progress tracked.
Why strategy needs to be in your dataset and reporting
- Consistent strategy communication to all team members ensures alignment.
- To leverage the benefits of AI, it needs to know your strategy.
- Strategy refinements occur over time, so your reporting and datasets need to be designed accordingly
3. Implement or Enhance your Power BI Solution
Microsoft Power BI unifies data across systems, structures it for clarity, and empowers your team with shareable insights. Native Excel links and deep integration with Fabric and Azure make it scalable, secure, and AI-ready—so whether starting fresh or modernising, you can grow reporting into a true driver of business performance.
4. Create your AI Reporting Chat Agent
We make AI practical by linking it to what matters most: daily metrics, process guides, and key priorities. Whether it’s Copilot, ChatGPT, or Claude, the agent delivers quick, clear answers and subtle prompts that keep teams aligned—transforming AI from a general tool into a focused driver of performance.
X. Other Services
Our services span Excel and Power BI modelling, data preparation, migration, and training—grounded in strong Microsoft stack expertise. Combined with domain experience in enterprise finance, consulting, support contracts, sales operations, and marketing, we deliver solutions that balance technical precision with practical business value.
