Resources & Insights

Practical guides for leaders who rely on data

Written for CEOs, CFOs, HR and IT leaders who want fewer spreadsheets, faster reporting and better decisions.

Articles

Guides and how-tos

Manufacturing Analytics
How manufacturing companies can use Power BI to monitor production
A practical guide to using Power BI for production monitoring: which data to collect, which KPIs to show, and how to roll dashboards out on the plant floor.
7 min read
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Power BI
How to replace manual Excel reports with Power BI
A step-by-step approach to moving a recurring Excel management report to Power BI without losing logic, history or the trust of the people who use it.
6 min read
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Payroll
5 signs your payroll process needs automation
How HR and finance leaders can tell that a payroll process has outgrown spreadsheets — and what to fix first.
5 min read
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Executive Reporting
How CEOs can use dashboards for better decisions
What belongs on an executive dashboard, what does not, and how to run a leadership meeting from one screen instead of twenty slides.
6 min read
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Power BI Readiness Checklist
Twelve checks to run before starting a Power BI project, covering data, ownership and reporting scope.
10 Management Dashboards Every Growing Business Should Have
The dashboards that consistently earn their place in a leadership pack, and what each one should show.
Payroll Process Improvement Checklist
A step-by-step review of the payroll cycle to find manual effort, risk and reconciliation gaps.
Manufacturing KPI Checklist
Production, inventory, quality and procurement KPIs worth monitoring on a management dashboard.
Excel-to-Power BI Migration Checklist
How to move a recurring Excel report to Power BI without losing logic, history or trust.
IT Health Check Checklist
A practical review of applications, databases, integration and IT governance for growing organizations.

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