Explore business analytics, BI dashboards and AI reporting around reconciled source data. Define KPIs, permissions, refresh timing and review controls before relying on a generated recommendation.
Explore business analytics, BI dashboards and AI reporting around reconciled source data. Define KPIs, permissions, refresh timing and review controls before relying on a generated recommendation.
Define role-specific measures with source records and accepted reporting periods.
Assess included modules and external data interfaces with mapping and reconciliation rules.
Validate forecasting, anomaly detection or generated explanations for a named use case.
Agree limits, notification owners and escalation separately from predictive models.
Scope report layouts, export formats and approved recipients.
Confirm permissions, embedding requirements and access to sensitive records.
Track company-wide KPIs on one screen with role-based dashboards and mobile access.
Monitor targets, spot variances early and drill from KPI to transaction in two clicks.
Build custom reports and scheduled exports from a governed data warehouse without waiting for IT.
Every analytics process feeds a live dashboard so teams act on facts, not month-old reports.
Pull in every system.
Shared definitions of revenue and margin.
Dashboards that update live.
Alerts and AI nudges drive action.
Business analytics connects operational records to agreed measures. AI analytics can help explore patterns and AI reporting can draft explanations, but neither replaces reconciled source data, role-based permissions or management review.
Define revenue, margin, workforce cost, inventory availability and asset utilisation consistently. Reconcile dashboard totals to accepted transactions and show the period and last update before comparing performance across entities or locations.
Forecasting depends on relevant history, data quality and known operating changes. Separate predictive estimates from actual results and simple threshold alerts, and validate errors using representative periods before making planning decisions.
An AI assistant answering a reporting question needs permitted data, source context and a way to acknowledge uncertainty. Agree review and escalation before summaries influence payroll, procurement, credit or safety-related decisions.
Build reporting around trusted definitions, accountable owners and a clear path from a signal to an action.
Explore these extensions during discovery. Availability, configuration, integrations and service commitments are confirmed in your agreed scope.
Document the calculation, source, refresh interval and accountable owner for each important measure.
Explore views that highlight overdue items, unusual movements and missing information rather than adding more charts to monitor.
Plan audience-specific dashboards and export permissions so useful detail reaches the right people without exposing unnecessary records.
Assign owners for data preparation, definitions and access, even when business users can build reports. Confirm included tools and training.
Assess the required interface, data model, refresh schedule, access rules and any third-party licences before confirming the integration.
Confirm which dashboards and report-building tools are included and who maintains their definitions. Data preparation, access controls and reconciliation still need named owners.
Discuss threshold alerts separately from model-based anomaly detection. AI use cases require suitable data, validation and agreed review responsibilities; inclusion depends on the scoped solution.
Assess the required spreadsheet, database or API interfaces, ownership and update timing. Confirm permissions, data mapping and failed-import handling before relying on combined reporting.
Define required formats, recipients and schedule rules. Validate access permissions and retention, especially for employee, financial and customer information.
Pricing is based on the agreed applications, users, delivery work and service requirements. Request a quotation that separates recurring fees, implementation, integrations and third-party costs.
The schedule depends on process scope, data readiness, integrations and the availability of your reviewers. Agree milestones, dependencies and acceptance criteria after discovery rather than assuming a standard duration.
Discuss access controls, encryption, hosting location, recovery and assurance evidence for the intended deployment. Confirm the agreed arrangements in the proposal and applicable security or data-processing terms.
Discuss the languages, right-to-left workflows, currencies, entities and tax jurisdictions you need. Validate the relevant screens, documents and calculations during your demonstration and acceptance testing.
Support channels, coverage hours, escalation routes and response targets depend on the agreed plan. Confirm onboarding, training, maintenance and ongoing support responsibilities before rollout.
Start with a recurring decision and a small set of measures. Include the user who makes the decision and the owner of the underlying data.
Document both definitions and agree a reporting standard or clearly labelled alternatives. Do not combine conflicting calculations under one metric name.
Reconcile sample totals to source transactions, test date and entity filters and include edge cases such as returns, cancellations and late postings.
No. Review calculations, source records, time periods and permissions. Generated explanations can be incomplete or wrong, and forecasts are estimates. Test the selected use case and keep approval with the responsible business owner.
Feedback is sent privately to the DO ALL team by email. Public review publishing is currently paused.
Connect procurement, asset tracking, renting, leasing, depreciation and maintenance with the people and locations using your assets. Manage fixed assets and consumables through controlled requests, transfers, real-time stock audits, inventory reconciliation and end-of-life decisions.
Learn more →Organise walk-ins, appointments and service counters in one queue, with clear guidance for visitors and better visibility for branch teams.
Learn more →Create a professional arrival experience with pre-registration, host notifications, visitor badges and a clear record of who is on site.
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