Shared operational databases
Model the business records and their relationships. Provide suitable forms, validation and history where the team needs a maintained source rather than more competing files.
Services
Build the records and reports people need to use.
A focused first scope can answer one important question from a defined set of sources.
Searchable records
Help authorized staff find a customer, job or case and its related history. Agree useful filters and what information each role may see.
Dashboards and metric definitions
Build summaries around agreed measures, dates and exclusions. Provide a route from a total to the supporting records where appropriate.
Scheduled reports and exports
Generate agreed reports with clear coverage periods and refresh status. Check recipient and export permissions separately from on-screen views.
Data connections and reconciliation
Connect supported sources, document transformations and show failed or delayed refreshes. Reconcile key totals and relationships before relying on a combined report.
Describe the first report. For a data move between systems, see migration and cleanup.