Many organisations produce figures; few have real management reporting. The engagement turns existing accounting and operational data into a regular, reliable and readable reporting system, built with management and sized so in-house teams can sustain it.
What the engagement covers
Diagnosis of current reporting
Inventory of the reports produced, their delays, sources and manual reprocessing; identification of contradictory figures and their causes.
Choice of indicators
Selection with management of a deliberately small set of financial and operational indicators, each defined in writing: source, formula, owner, frequency.
Dashboard construction
Design and set-up of management reports (activity, margin, cash, budget) in the organisation's existing tools.
Budget monitoring
Framing of the budget process, monitoring of actual-versus-budget variances and commentary notes for governance bodies.
Approach
The same sequence on every engagement, from scoping to delivery.
- 1 · Scoping
- Engagement letter, confidentiality agreement, data access and timeline. Scope and deliverables are put in writing before work starts.
- 2 · Diagnosis
- Review of existing reports, interviews with management and teams, identification of the gap between the information produced and the information needed.
- 3 · Construction
- Set-up of indicators and dashboards, documentation of sources and formulas, tests on real data.
- 4 · Handover
- Training of the teams who will produce the reporting, a written operating guide, then a support period agreed in the proposal.
Typical deliverables
Dated, sourced documents, ready to use: for management, the board or the auditor.
Management dashboard
A monthly or quarterly report, with written definitions of every indicator and analytical commentary.
Indicator definition file
Source, formula, owner and frequency for each indicator: the reporting survives departures and absences.
Reporting production procedure
The step-by-step operating guide, from data extraction to management commentary.
Budget monitoring note
Actual-versus-budget variances explained, with documented alerts for governance.
Your figures exist. The steering remains to be built.
A 30-minute conversation is enough to scope the need. Acknowledgement within 24 business hours.