Business Intelligence & AI Automation

01 / 06 EU · UK · Remote

Enterprise intelligence.
Boutique precision.

We give growing businesses the operational visibility and automation of a Fortune 500 IT department. Alone, in weeks, using what they already have.

Book 15 minutes See our work

REF / RS-01 · Client engagement · Engineering firm, EU

347 Page manual monthly report
→ becomes
11 Page live dashboard, updated daily
↳ in
6wk Weeks to deliver. Zero disruption.
04 Disconnected systems unified
00 New software purchased
∞ Hours of manual reporting saved monthly
02 / Selected work

Two engagements,
built to last.

02 records · 2025–26
Engineering Power BI Data Architecture AI Reporting
REF / CS-01 · 2025–26

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 Leadership made decisions on a 347-page manual report that took three days to produce and was outdated before anyone read it.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
03 Departments unified
00 Systems replaced

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

Want the same?
REF / CS-02 2025
Healthcare CRM Patient Acquisition Automation

Independent Healthcare Clinic

CRM · Patient retention automation · Business strategy · Website · 90 days
03 / Our philosophy Manifesto

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.

REF / PR-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.

REF / PR-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.

REF / PR-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.

04 / How we work

A method,
not a pitch.

04 phases
REF / PH-01 WK 2–3

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 and stakeholder interviews Data dictionary and source audit Use-case prioritisation by impact and effort Prioritised opportunity roadmap
REF / PH-02 WK 3–6

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, or AI workflow build Integration with your existing systems Testing against real operational data
REF / PH-03 WK 2–3

Adoption

The hardest part of any new system is getting people to use it. We train your team on the actual workflows. They own the tool by the time we leave.

Hands-on training with real cases Playbooks and documentation for new joiners Champions identified and handed over First-month usage review
REF / PH-04 Monthly

Ongoing

We deploy, hand over, step back. You own the code, the models, the documentation. Optional monthly retainer if you want us on for more.

Live deployment and full documentation Code, models, and architecture transferred to you Optional monthly retainer
05 / Who this is for

Three tracks,
one principle.

03 services
REF / TR-01 Operations

You run projects. You shouldn't run reports.

You're running 20 to 100 projects, jobs, or engagements across Excel, your PM tool, your ERP, and SharePoint. Leadership has no real-time view. The monthly report takes three days and nobody fully trusts it. Engineering, consulting, agencies, professional services.

Real-time profitability dashboard Resource utilisation and capacity tracking AI-generated monthly reports, one click Single source of truth across your systems Built on your existing M365 and SharePoint
REF / TR-02 Acquisition

Your schedule should fill itself.

You run a clinic, a small firm, a service business that grows by adding people. Clients fall through the cracks. Admin eats 30% of your team's day. You have no marketing system and no CRM. Healthcare, dental, physio, legal, accounting.

Patient or client CRM and recall automation No-show recovery and reminder flows AI-handled communication via email and SMS Marketing and acquisition setup GDPR-compliant from day one
REF / TR-03 Adoption

You bought the AI tools. Adoption stalled.

You have ChatGPT or Copilot across the company. Pilots worked but never crossed into how your team actually works. Use-cases drafted, no time to ship. You're hiring for it but the search will take months.

Use-case prioritisation by impact and effort 8 to 12 week sprint to ship 2 to 3 use-cases live Adoption playbook so the tools actually get used Documented process your eventual hire inherits

06 · 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