Meetings start by disputing the totals
Definitions get written down. Sales goes by order date, finance by invoice date, and credit notes are subtracted differently by every team.
You may order these separately, yet the sequence counts. A warehouse built on uncleaned master data simply reproduces familiar mistakes with better graphics. Document capture can proceed in parallel, tackling the paperwork that keeps arriving with every lorry.
A single record per customer, vendor and article, complete with a correct VAT ID and address. Duplicates are identified, merged after your sign-off, and protected against by input rules your ERP applies automatically. E-invoicing makes this pay off quickly.
Nightly loads bring BMD, Business Central or Odoo, the Shopware storefront, marketplace payouts and Google Ads costs together in a central database hosted in the EU. Power BI or Metabase then presents figures that reconcile with the ledger.
Goods-received slips, bills from overseas vendors, CMR waybills and agreements still being keyed in by hand. Software extracts the content, translates supplier codes into your article numbers and parks every document for human approval.
Few clients arrive asking for data cleansing. They want a dashboard, and as soon as the underlying systems are opened, some of the following turn up. Spot two or more in your own business and the reporting software is not to blame.
Definitions get written down. Sales goes by order date, finance by invoice date, and credit notes are subtracted differently by every team.
Records are merged and rules enforced. “Tischlerei Huber”, “TISCHLEREI HUBER GMBH” and an entry lacking a VAT ID show up in reports as three distinct accounts.
Loading gets automated. Copying exports into spreadsheets and matching them up occupies your most knowledgeable finance person just when she is needed elsewhere.
Refresh cycles are adjusted. Once bestsellers run out quicker than reports arrive, buyers are ordering on guesswork.
Automatic extraction takes over. Positions from Italian or Chinese vendors are still entered into the ERP line after line.
Real margins per channel are calculated. Amazon, Kaufland.at and the own web shop get ranked by gross sales rather than by what remains after fees and returns.
Handsome visuals on flawed data do more harm than a clumsy workbook. Someone building a sheet manually at least sees individual rows and occasionally catches an absurd value. A slick dashboard radiates authority, so nobody challenges it, even while duplicate records overstate active customers by twenty per cent. We therefore quantify data quality first and present the error tally without cosmetics.
The starting point is a narrow topic, typically sales or stock levels, with only a few key figures. Further subjects follow when that first report has become a daily habit. Everything happens through protected remote connections and online meetings.
Finance and sales sign off on how turnover, gross margin, returns and an “active” customer are computed. Without that agreement, the first report is torn to pieces at its first outing.
ERP, online store, marketplaces, advertising platforms and those unofficial workbooks. Every source gets an owner, an access method and a note on which personal fields must appear in your processing register.
During a few weeks, automated and manual versions coexist. Directors retire the handmade sheet only once each discrepancy has an explanation.
Additional topics plug into the existing model and loading jobs, so every new report is considerably cheaper than the pilot one.
Businesses already on Microsoft 365 with Entra ID usually get on well with Power BI, since permissions reuse existing identities and Excel sits right next to it. Metabase, self-hosted, suits teams who are comfortable with direct PostgreSQL queries and dislike per-seat licensing. Either can sit on the same warehouse. We compare lifetime costs of both before you commit.
Not if it is done properly. Extraction happens at night or in small increments, ideally via the vendor's interface or a database replica, and never as heavy queries during office hours. A separate warehouse exists precisely for this reason: dashboards query their own copy, so colleagues invoicing in BMD are unaffected.
It lives in an account held by your company, say at Exoscale, Hetzner, IONOS or within an EU region of Azure or AWS, or on hardware you run yourself. A data processing agreement governs what we do. Visibility follows roles, so directors see the complete picture while each field rep sees only their patch. Every access is logged, which simplifies any query from your data protection officer.
Chiefly it hinges on master data quality. Fairly tidy records mean an early first report, with most effort going into agreeing terms. Thousands of duplicates turn the clean-up into the main job. That is why we name dates only after inspecting your systems. Pricing is fixed, or €110 hourly plus VAT with a maximum number of hours agreed in advance.
KMU.DIGITAL, aws programmes and grants from individual federal states have supported digitalisation in the past. Eligibility and current conditions need checking directly with the relevant body or through the Austrian Economic Chamber (WKO). We are glad to supply a description of the planned work, but approval is never something we can guarantee, and our prices stand regardless of any subsidy.
Let us know which reports are still assembled manually and where totals disagree. After reviewing your sources we will recommend the most sensible first step.
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