Reports built by hand
Every month-end someone pulls data from several systems into Excel and the report arrives late.
ERP and operations
In partnership with IntelliFinYour company's numbers, up to date and on one dashboard
We connect your ERP, your loan portfolio and your spreadsheets to management dashboards in Power BI, Looker or Tableau, with reports that send themselves.
The problem
Deciding with month-old information
Every department has its own version
Sales, finance and operations present different numbers for the same month.
No alerts
You find out something went wrong after it happened: inventory ran out or delinquencies grew.
The solution
A management dashboard with a single source of data
We define the KPIs that matter with you, connect the sources and build dashboards that update themselves. Recurring reports are scheduled and exceptions trigger alerts.
This solution is from IntelliFin, our partner. Xamanek is your point of contact to evaluate and buy it. About the ecosystem
- Power BI, Looker or Tableau, depending on what you already use
- Connected to your ERP, loan portfolio and spreadsheets
- Scheduled reports and exception alerts
How it works
Three steps to put it to work
- 1
KPIs
We define which decisions you want to make and the KPIs you need to make them.
- 2
Data connection
We connect and clean the sources so every number comes from the same place.
- 3
Dashboards and automation
We build the dashboards, schedule the reports and train the people who will use them.
Try it
See it for yourself before you decide
{{TODO: sample dashboard with fictitious data labeled as such, or a real case with publication permission}}
What's included
What you get
- KPI definition with management and finance
- Connections to ERP, databases and spreadsheets
- Dashboards in Power BI, Looker or Tableau
- Scheduled email reports
- Exception alerts
- Training to read and adjust the dashboards
Is it for you?
Who it's for — and who it isn't
It's for you if…
- Management asks for reports that take days to build
- Your data lives in several systems that don't cross-reference
- You want up-to-date portfolio, sales or inventory KPIs
It's not for you if…
- Your operation doesn't record data in a system yet: it's better to implement one first.
- You only need a one-off report, not a dashboard that's maintained.
FAQ
What people ask before signing up
Do I need to buy Power BI licenses?
It depends on the tool and how many people will view the dashboards. We recommend the option that best fits what you already pay for.
How much does it cost?
It depends on the number of data sources, dashboards and KPIs. We quote after reviewing your sources.
How long does it take?
We start with the dashboard that drives the most decisions and grow from there. {{TODO: typical time to deliver the first dashboard}}.
Who has access to the data?
Only the people you choose, with permissions per dashboard. When the system allows it, connections use read-only accounts.
I already have reports in Excel. Do I lose them?
No. We start from your current reports to define the KPIs and, if they're useful, we automate them.
What if the numbers don't match mine?
Before publishing a dashboard we reconcile its figures with you against your current reports.
Shall we look at your case?
Book a demo or message us on WhatsApp. In a 15-minute call we understand what you want to solve and tell you whether this is a fit.
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