Free resources
Frameworks we use with clients
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Beyond Business Central
What happens when Business Central becomes the de facto reporting tool for your whole organisation - and why separating your reporting layer from your ERP is one of the highest-leverage decisions a mid-market finance team can make.
Do You Actually Need Fabric?
An honest assessment of Microsoft Fabric for mid-market organisations. What it does well, what it doesn't, and the questions you should answer before committing to a Fabric rollout.
Fabric Licensing Decoded
Microsoft Fabric licensing is genuinely complicated. This whitepaper breaks down F-SKUs, capacity units, and the per-user vs capacity decision - with a worked example for a 200-person UK business.
Getting Your Data Ready for AI
AI tools don't fix bad data - they amplify it. This guide covers the data foundations you need to get value from AI: clean semantics, governed metrics, and a reliable data layer that AI agents can actually trust.
How to Buy Data Analytics
A buyer's guide for operations and finance leaders commissioning their first analytics engagement. What to ask, what to avoid, how to evaluate proposals, and the red flags that indicate a supplier isn't right for your organisation.
Measuring the Return on Analytics
How to build a business case for analytics investment and track whether it's delivering. Includes a framework for quantifying decision quality improvement, time saved, and error reduction across your reporting estate.
Migrating Off Legacy BI
A practical migration guide for organisations moving from Qlik, Tableau, MicroStrategy, or on-premise SSRS to a modern analytics platform. Covers sequencing, risk management, and how to avoid rebuilding the same problems in a new tool.
Off the Spreadsheets
A structured approach to identifying which spreadsheet processes in your organisation are ready to be replaced - and the right order to tackle them. Includes a cost model for quantifying the hidden overhead of manual reporting.
Real-Time or Right-Time Data?
Most organisations don't need real-time data - they need right-time data. This whitepaper helps you identify which decisions genuinely require sub-hour freshness and which are perfectly served by overnight or hourly refreshes.
Self-Service That People Actually Use
Why most self-service BI rollouts are abandoned within a year - and what the ones that succeed do differently. A practical guide to designing governed self-service that end users actually adopt.
The Data Strategy on One Page
A single-page data strategy framework for mid-market organisations. Covers current state, target state, priorities, and success metrics - structured so you can present it to a board or leadership team without a 40-slide deck.
The Semantic Model Is the Product
Why the Power BI semantic model - not the report - is the real deliverable of any analytics engagement, and how treating it as the primary asset changes how you build, maintain, and govern your entire reporting estate.
Why Analytics Projects Rot
Most analytics projects deliver something useful on day one and gradually decay into distrust. This whitepaper diagnoses the root causes - from missing ownership to semantic drift - and prescribes the practices that prevent it.
Why Your Reports Are Slow
Slow Power BI reports are almost never a Power BI problem. This diagnostic guide walks through the real causes - data model design, DAX inefficiency, source query performance, and capacity - and how to fix each one.
Your First Data Hire or Partner
Should your next analytics investment be a hire or a consultancy engagement? A framework for mid-market leaders to evaluate the build-vs-buy decision, with guidance on role design, onboarding risk, and when each option makes more sense.
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