From manual reporting
to a clearer management view.
A Danish fintech company relied on reporting processes that required recurring manual preparation and updating of business data. SR Konsul mapped the flow from underlying data to finished reporting, standardised the preparation process, automated selected repetitive steps and structured dashboards around the information the business actually needed.
The challenge
Reporting becomes difficult to maintain when every update requires the same data to be collected, prepared and processed manually.
The challenge was not a lack of information. It was the process between the underlying business data and the final reporting.
When too many steps depend on manual work, reporting becomes harder to update, maintain and develop as the business changes.
The task was therefore to create a more robust process from business data to reporting and dashboards.
The approach
The work started by mapping the reporting process from source data to the final output. The information the business actually needed was identified together with the steps required to prepare it.
The data process was then structured more consistently. Repetitive preparation steps were identified and selected parts of the workflow were streamlined or automated.
Dashboards were organised around the information the business needed to follow rather than simply presenting everything that was available.
The objective was not to produce more reporting. It was to make the reporting process easier to maintain and the information easier to use.
The impact
The company gained a more structured foundation for reporting and dashboards.
Business information could be prepared through a more consistent process, reducing the dependence on repeating the same manual tasks for every reporting cycle.
Dashboards created a clearer view of the information needed for ongoing operational and management discussions.
The case reflects SR Konsul's approach to reporting: the dashboard is not the solution in itself. The value lies in the reliable data process behind it — and in making the right information easier to use.
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