Data & reporting — Platinum Strategy Group
SERVICES / 02 — DATA & REPORTING

Reliable, automated reporting leaders can act on.

Most companies have the data — just not in a form leadership can rely on. We clean up the metrics, retire redundant reports, and build executive dashboards that update themselves, so leaders see performance the same way, in the same place, every week.

WHAT WE DELIVER

The work, specifically.

Executive dashboards

One reliable view of performance, refreshed automatically.

KPI architecture

A single dictionary of metrics with clear definitions and owners.

Data cleanup & modeling

Governed data models that make reporting dependable.

Reporting automation

Recurring reports assembled without manual effort.

Power BI implementation

Built on your Microsoft stack, maintained by your team.

HOW THE ENGAGEMENT RUNS

Three phases. Clear handover.

01

Metric audit

Every report and KPI inventoried — what is used, what conflicts, and what leadership actually needs.

02

Model & dashboard build

A governed data layer and executive dashboards, validated against the numbers your team trusts.

03

Automation & handover

Refresh schedules, documentation, and ownership transferred to your team.

WHEN TO CALL US

Signals this is the right engagement.

01

Leadership meetings that begin with reconciling whose numbers are right

02

Analysts spending days each month assembling recurring reports

03

KPIs defined differently across functions

04

Decisions delayed because the data arrives stale

COMMON QUESTIONS

Asked in most first conversations.

Do you replace our existing tools?

Rarely. Most engagements build on what you own — typically Power BI on your existing data sources — and retire redundant reports rather than adding new systems.

How long until leadership sees a working dashboard?

A first governed dashboard typically ships within four to six weeks, with the KPI dictionary and refresh automation following behind it.

Who maintains the reporting after you leave?

Your team. Ownership, documentation, and training are part of the handover — the reporting layer is designed to run without us.

OUTCOMES

What you can expect.

One version of the truth across functions

Analyst hours returned from assembly to analysis

Reporting that refreshes without manual effort

NEXT STEP

Discuss reporting improvements.

A complimentary 30-minute consultation with a senior operator. Written summary within two business days.

Schedule a consultation →

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