Dataracity
FOR FINANCE LEADERS

Make every data investment count—with trusted insights and faster decisions

We structure and connect your business data so finance and operations can close faster, report with confidence, and make decisions based on real-time insights..

Microsoft-first — Fabric, Power BI, Azure Strategy & delivery, one partner
REVENUE · Q3 · SAME PERIOD 4 SOURCES DISAGREE
ERP (system of record)$4.21M
CRM (bookings)$4.06M
Billing platform$4.33M
Finance spreadsheet$4.18M
One metric. Four systems. Four answers — and no agreed way to settle it.
The hidden cost

The problem isn't your ERP —it's everything around it.

Finance shouldn't spend days reconciling reports, validating numbers, or answering the same leadership questions every month. We help build the analytical foundation that makes reporting faster and decisions easier.

Your team spends most of the month producing numbers — not interpreting them.

A question from leadership takes three days and three people to answer.

Different reports give different numbers for the same metric — and nobody's sure which to trust.

The close is done, but the insight isn't ready yet.

AI is being discussed before the data foundation is ready to support it.

The issue is rarely the tools. It's that the analytical layer beside your ERP was never designed around the decisions the business actually makes.

Here's the path a single number takes today — before anyone can act on it.

Your systems
ERP
CRM
Billing
Inventory / Ops
Manual handoffs
CSV exports
Excel cleanup
Copy & paste
breaks silently
Reconcile by hand
Match the figures
Hunt discrepancies
one person knows it
The output
Monthly numbers
already days old
~0 days

Lost every close

A full working week, every month, spent assembling numbers instead of acting on them.

0%

Of analyst time on plumbing

Senior people paid to find insight spend most of the week moving and cleaning data by hand.

0+ truths

No single source

Each system reports its own version. Meetings start by debating whose figure is right.

days late

Decisions wait

By the time the report is trusted, the moment to act on it has often already passed.

The approach — explore it

An environment designed for decisions — four parts, working as one.

None of these solve the problem alone — the value is in how they connect, built in the right sequence. Tap a part to see the pain it removes and how it relies on the others.

01 · Strategy
Data Strategy

Decide what's worth building — before a line of code.

The pain today

Money gets spent on reports nobody trusts or opens, and priorities are set by whoever asks loudest.

What it changes

A costed, sequenced roadmap tied to the decisions you actually need to make this quarter — so every dollar of build has a job.

How it links to the others
Stops spend on the wrong work before it happens.
Tap each pillar to explore how it fits
The approach — in motion

Watch the environment come together — and the cost fall.

Step through how each part is built, in sequence. The same four pillars — this time as a transformation you can watch pay off.

AI & automation layer — routine work runs itself
Your systems
ERPCRMBillingOps
Manual reconciliationExcel · copy-paste breaks silently
Centralized warehouseone reconciled source auto-reconciled
Live dashboardswaiting on the data
Monthly numbersalready days old
Roadmap set — built in the right order
Where most teams start

Today

Four systems, each with its own version of the truth — stitched together by hand, every month.

56hHours per close
4Sources of truth
80%Manual prep
DaysTime to an answer
The path forward

From where your environment is today to where your team needs it to be.

A clear, sequenced route — built in the order that protects the spend. Strategy first, a trusted foundation next, automation only once the data underneath it is worth automating.

PHASE 01

Assess

Start with a clear picture of where you are — data maturity, reporting gaps, governance weaknesses, and the biggest opportunities. No assumptions, no generic frameworks.

Where this shows up
Data & Analytics MaturityAI & Data ReadinessFabric POC Readiness
PHASE 02

Design the strategy & foundation

Define the roadmap, governance model, data ownership and semantic approach needed to scale with control. Strategy before technology.

Where this shows up
BI Data StrategyGovernance & Operating ModelArchitecture for ScaleDiscoverability Strategy
PHASE 03

Implement & enable adoption

Build the governed foundation, centralise priority systems, establish trusted models and enable self-service — delivery that stays tied to the outcome, not just the spec.

Where this shows up
Governed Self-ServiceBI Foundation BuildAI on the FoundationFabric Implementation
Where would you like to start?

Choose your entry point.

You don't have to commit to anything to get a clear picture. Pick the question that's most pressing — each is a short, focused session, not a sales pitch.

Data & Analytics Maturity

For finance leaders wanting clarity on reporting gaps, KPI inconsistencies and governance.

We map your reporting gaps, misaligned KPIs and governance blind spots — then chart a clear, prioritised path forward, built around the questions your leadership actually asks.

Book assessment

AI & Data Readiness

For leadership teams exploring AI but unsure whether the data foundation is ready.

A strategic session where we evaluate your data landscape and AI maturity to show what it realistically takes to move forward — without the foundation becoming the blocker.

Book assessment

ROI on Data Investments

For CFOs wanting to understand the value at stake in their data environment.

A focused session where we identify where your data investment is leaking value, what it's costing you, and where the return is being left on the table.

Book assessment
Where the value comes from

What changes when the environment is built for decisions.

The spend is already on the P&L. This is the return made visible — in time recovered, decisions made faster, and the manual work that simply stops.

0%Less time preparing and reconciling data each month
0%Fewer manual reporting processes and spreadsheet dependencies
Self-serveFinance answers its own questions — without waiting for IT
OneDefinition for every metric — no more version-control conversations
HoursNot days — insight delivered across finance, operations and strategy
AI-readyA foundation that supports AI initiatives the moment the business is ready

Illustrative of typical engagements — your starting point is established in the assessment.

Why finance leaders work with us

A partner built for the long term, not the quick fix.

Boutique, senior-led delivery

You work with experienced practitioners who have built these environments before — not junior delivery teams.

Strategy and delivery, together

We define the roadmap, build the foundation and support adoption. One partner, not a chain of vendors to manage.

Microsoft-first, cross-skilled

Deep expertise in Fabric, Power BI and Azure — deployed in the right sequence, not all at once.

The STEAM framework

Scalability, trust, efficiency, accuracy and maintainability — because a well-built environment should stay well-built.

Practical governance for growth

Self-service your team can use, with the control your organisation needs. Access without losing oversight.

Case studies

Work we've done with teams who needed it to actually work.

01One source of truth

A finance team that was managing five versions of the same report

Centralised data from five systems into a single model — one source of truth, with self-service reporting that's consistent and decision-ready.

02Scale without overhead

A modern environment built to handle enterprise data volumes

A cost-efficient, scalable platform on Microsoft Fabric — letting a telecom provider process massive volumes in a modern cloud environment.

03Self-service, governed

From waiting for IT to answering their own questions

Governance frameworks that balance flexibility with control — enabling self-service analytics across teams without losing oversight.

04AI-ready foundation

The foundation that made AI initiatives possible

Domain-specific AI agents built on a structured data foundation — natural-language access to accurate, business-ready insight.

Not sure where your environment stands?

Get a clear picture before committing to anything.

Book a free strategy call. Thirty minutes mapping your systems, where the time and money go, and the shortest route to numbers your team can trust — whether or not you work with us.

No prep needed No slides, no pitch Walk away with a clear next step