Case studies

Our experience of executive level reporting goes back more than ten years. Below are some examples of our recent successes.

The operating board of a £1bn-turnover business was frustrated with the poor quality of its monthly meeting pack and asked us to recommend changes.

We agreed and implemented changes, then put in place an integrated suite of reports, leaving the board, central functions and operating companies with a clear, common view of business performance. Read more in this case study of monthly board reporting.

Executive teams need to make informed decisions and to be sure these are having the desired effect.

This requires both a summary of each major issue and regular, rapid access to trends in underlying performance. But analytical tools can be 'executive-unfriendly' and detailed data confusing and misleading.

We worked with a group with 20 operating units, each reporting a wide range of performance data weekly. Performance at each unit was volatile, ahead of target one week, behind the next. Management action was also volatile and occasionally counter-productive.

We put in place an Excel-based tool for use by managers and executive team, allowing them to focus attention on the real performance problems. Performance against their key business measures improved significantly. Read more in this case study of analytical tools.

We worked with an insurance claims handling company which uses a powerful database in the running of its operation. 'Reports' from this database are simply large spreadsheets of data. Often such reports produce seemingly inaccurate and inconsistent data.

We were asked to develop tailored reports to provide consistent management information, allowing clients to analyse the causes and effects of incidents and to benchmark performance across locations. See from complex data to clear reports.