Management reporting, KPI dashboards, and finance analytics that give leadership the right numbers at the right time — connected to your Workday Adaptive Planning and EPM data.
We work with finance leadership to define the KPIs, reporting formats, and data sources before building anything.
Clean data pipelines from your EPM and ERP into your reporting layer — governed, reconciled, and documented.
Power BI or Tableau dashboards delivered, tested against your actuals, and your team trained to operate them.
Performance analytics is only useful when the numbers can be trusted and found quickly. Finance leadership stops using dashboards when they find a variance they cannot explain, or when the numbers in the dashboard do not match the numbers in the board pack. The data architecture has to be reliable before the reporting layer on top of it means anything.
We design performance reporting systems from the data upward: how actuals, plan, and forecast data are unified in a governed layer, how hierarchies are maintained through organisational changes, and how the reconciliation between source systems and reporting is tested every period.
Power BI and Tableau dashboards we deliver are designed specifically for finance users — not for IT, not for operational teams. They are tested against a real close cycle before handover, and the finance team is trained to update, refresh, and extend them. Self-serve reporting is the goal.
Where AI fits into performance reporting specifically: flagging the exact discrepancy when a dashboard number doesn't match the board pack, using native reconciliation capability where the platform provides it, before leadership loses confidence in the dashboard rather than after.
Ready to talk about your planning architecture?
Talk to our team →One conversation is usually enough to tell whether the real issue is the platform, the architecture, or the data underneath it.