Reporting Solutions
From automated, standardized management reporting to interactive analytical dashboards, we offer templated and customized reporting solutions on a variety of platforms to fulfil the reporting needs of your organization.
Flexibility
Depending on your organization’s needs, expertise and capacity, we can provide a fully managed reporting-as-a-service, or migrate newly developed reports to internal departments and provide the training necessary to maintain and own them going forward.
“Incorporating visualization lessons gained from other clients, Roberts Advisory created a solution with drill-downs, filters and contextualized graphics that promoted greater understanding of relationships.
They showed us different views and unique perspectives we didn’t know were possible, with the added bonus of providing more rigor to data governance over our BI data.”
-- David Gaskin, Chief Financial Officer, Independent Contractors and Businesses Association of British Columbia
Examples
Automated reporting and interactive dashboards that enable practical management of your business domains - examples:
Operations/Sales
Performance Reporting
Relationship Portfolio Dashboards
Contact Management & Pipeline Performance
Marketing
Customer / Member Intelligence
Product Performance Reporting & Analysis
Campaign Management Reporting
Finance / Credit
Profitability Reporting & Analysis
Commercial Credit Portfolio Reporting
Retail Credit Portfolio Reporting