Business Intelligence & AI Automation

Enterprise intelligence.
Boutique precision.

We give growing businesses the operational visibility and automation of a Fortune 500 IT department.

Book 15 minutes See our work
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Client result / Engineering firm, EU

347 Page manual monthly report
→
11 Page live dashboard, updated daily
in
6w Weeks to deliver. Zero disruption.
4 Disconnected systems unified
0 New software purchased
∞ Hours of manual reporting saved monthly
Selected work 02 engagements
Engineering Power BI Data Architecture AI Reporting
2025 / 2026

Engineering Firm

EU · 171 employees · 60 active projects

The problem

Four disconnected systems (PiMS, Access DB, Pylon, Excel) with no unified view. Leadership made decisions on a 347-page manual report that took three days to produce and was outdated before anyone read it. Project profitability, resource utilisation, and BD pipeline were invisible in real time.

What we built

"An 11-page live dashboard that replaced everything. Updated daily from SharePoint. Management actually uses it."

11 Dashboard pages
25+ DAX measures
3 Departments unified
0 Systems replaced

Phase 4 in progress: AI-generated narrative reports via Power Automate

Want the same?
Healthcare CRM Patient Acquisition Automation

Independent Healthcare Clinic

CRM · Patient retention automation · Business strategy · Website · 90 days

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Our philosophy

Most growing businesses are flying blind.
Not because the data doesn't exist.
but because it's trapped in systems that don't speak to each other.

We don't replace what works.
We make it visible.

01.

Senior from day one

You work directly with the principal. Not a supervised analyst team, not a junior who learns on your project. Senior thinking on every interaction.

02.

Weeks, not quarters

We deliver working systems in weeks. Discovery in two. Build in four. No six-month strategy phases, no change control theatre.

03.

Zero disruption

We build on what you already have. No new enterprise software. No migration risks. No staff retraining. Just clarity, layered on top.

How we work
01

Discovery
Audit

We map your data landscape: every system, every source, every gap. You get a clear picture of what's possible and a prioritised roadmap.

System mapping & stakeholder interviews Data dictionary & source audit Prioritised opportunity roadmap
2 – 3 weeks
02

Build

We build the dashboard, automation, or AI system. Connected to your existing infrastructure. Weekly check-ins. Working prototype by week two.

Power BI / data pipeline build AI workflow integration Testing against real operational data
3 – 6 weeks
03

Launch &
Handover

We deploy, train your team, and hand over everything. You own it: the code, the models, the documentation. Ongoing retainer available.

Live deployment & documentation Team walkthrough & training Optional monthly retainer for iterations
1 week
Who this is for
01

Engineering & Project-Based Firms

You run projects. You shouldn't run reports.

You're managing 20–100 active projects across Excel, a legacy PM tool, and your ERP. Leadership has no real-time view of profitability, utilisation, or pipeline. The monthly report takes three days and nobody fully trusts it.

Real-time project profitability dashboard Resource utilisation & Index P tracking AI-generated monthly reports, one click Built on your existing M365 / SharePoint
02

Independent Healthcare Clinics

Your schedule should fill itself.

You're running a clinic on referrals and word of mouth. Patients fall through the cracks between visits. No-shows drain revenue. Admin takes 30% of your staff's day. You have no marketing system and no CRM.

Patient CRM & recall automation No-show recovery & reminder flows Google visibility & patient acquisition GDPR-compliant from day one

Let's work together

Stop flying
blind.

15 minutes. We'll tell you exactly what's possible for your business, and whether we're the right fit.

Book a discovery call Or send an email