ERP and finance
Costs, revenue, margin and resource signals.
Executive, customer and commercial views
Business Intelligence Applications
Executive, Customer and Commercial Intelligence use the same foundation in different ways. I build views around the questions your team asks, connecting agreed records and definitions to the evidence behind a briefing.
Business intelligence
ERP
Finance
Projects
Customers
Decisions
A queryable view of the business
Overview
What this creates
An application might prepare an executive briefing, bring together customer commitments or highlight projects for a commercial review. Structured figures are calculated from agreed data and measures; AI helps organise the explanation and relevant context.
Explore the visual walkthroughBring agreed metrics, customer records and business context into briefings and review tools with inspectable evidence.
Operating framework
How business records become useful review tools
Executive, customer and commercial applications bring agreed records, definitions and context together for the relevant business owner to review.
Framework 04
Business Intelligence
Connected records and context for executive briefings, customer reviews and commercial decisions.
Inputs
CRM and pipeline
Opportunities, workload, win probability and timing.
Projects and reporting
Delivery progress, Power BI, risk and capacity.
- 01Connected data
Priority systems feed a common view.
- 02Intelligence layer
Metrics, context and knowledge are aligned.
- 03Business questions
Leaders can ask about risk, margin and capacity.
- 04Recommendations
Signals are translated into options.
- 05Leadership decisions
Actions are taken with better evidence.
Complete visibilityFaster questionsBetter decisions
Related application patterns
Applications related to Business Intelligence
Explore the public descriptions below. Operational sample applications remain in the controlled portal; an application for your business is scoped around your own sources and users.
Business challenges
The pressure points this is designed for
Recurring questions require manual collation across disconnected records.
Figures need shared definitions and reconciliation to their source data.
Customer commitments and commercial exceptions need context and an owner.
How it works
Designed around information becoming decisions
Each engagement starts with the business context, then builds the foundation, retrieval path and decision interface needed for practical adoption.
Define the question and measures
Agree the review audience, metrics, definitions and representative source records.
Connect evidence and context
Combine approved exports or connections with relevant notes, policies and contracts.
Build the review view
Present figures, source references, exceptions and gaps for a named person to check.
Agreed deliverables
What the work is designed to produce
A briefing or review view around an agreed business question.
Traceable figures and context with missing inputs identified.
An acceptance set checked by the relevant business owner.
Next step
Explore Business Intelligence for your organisation
Start with a 20-minute online conversation about the task, your information and the people who need to use it. A scoped discovery can establish the build and acceptance checks.