Source mapping and data quality
We identify files and tools, data owners and inconsistencies that need correcting.
We connect sources and define metrics so sales, operations and management can read the same information. Reports built around questions, with a clear owner and source.
We connect sources and define metrics so sales, operations and management can read the same information. Reports built around questions, with a clear owner and source.
See an exampleWe start with the decisions you need to make and the data you already have.
We identify files and tools, data owners and inconsistencies that need correcting.
We define calculations, time periods, owners and criteria so teams interpret metrics consistently.
We organise information by task: sales follow-up, operational monitoring or management review.
We agree on access and updates, and document where information comes from and how to maintain the report.
We bring together the enquiry and sales data available. The report shows opportunity sources, current stages and items that need attention. Differences in the data are reviewed before reporting is automated.
Illustrative example. The workflow depends on each business’s tools and permissions.
Business intelligence
Companies we work with on projects and collaborations.
A clinic does not operate like a hotel. A distributor does not measure the same things as a consultancy. We start with how each business works.
A purchase enquiry and a maintenance request should not land in the same queue.
Property listings, detailed pages and viewing requests in one clear journey.
Enquiry sources, pipeline stages and occupancy by property or development.
Lead assignment, viewing reminders and request follow-up.
The same questions arrive by email, WhatsApp and forms while bookings live elsewhere.
Rooms, experiences and direct booking with useful information before the trip.
Occupancy, booking sources and performance by channel and season.
Enquiry routing, pre-arrival information and team notifications.
An outdated menu and a late sales report are different problems. Both affect service.
Mobile-friendly menus, opening hours and a direct route to booking or ordering.
Sales by item, location and time, using the data your systems provide.
Event enquiries, confirmations and operational summaries for each team.
A useful enquiry needs context before it reaches someone’s calendar.
Clearly explained services, team profiles and focused enquiry forms.
Opportunity sources, proposal stages and commercial workload.
Initial information gathering, request classification and reminders.
Online sales and available stock do not always tell the same story.
Catalogues and shops with clear product pages and a considered checkout.
Sales, stock and returns by channel, product or location.
Stock notifications, order follow-up and enquiry classification.
Teams spend time confirming appointments and answering the same administrative questions.
Services, practitioner profiles and a clear way to request an appointment.
Appointments, cancellations and enquiry sources with defined access.
Appointment reminders and administrative answers; clinical decisions stay with practitioners.
We start with the decisions you need to make and the data you already have.
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