SOLUTIONS · INVESTOR-GRADE BOARD REPORTING
A board pack that lands before the decision
For PE-backed finance teams, we redesign and automate board and management reporting so the pack is built on trusted data, ready earlier, and focused on the questions the board needs answered. We build the reporting infrastructure and provide ongoing managed support.
- MAPS TO
- TRUE FP&A · Up-to-date Insights
- TYPICAL RESULT
- 8-10 days → under 2 minutes
- Typical board-pack production improvement across our delivery experience.
WHERE IT BREAKS TODAY
The pack lands after the decision
Days spent assembling the pack leave less time to explain performance before the board meets.
Every number needs a footnote
Figures differ across spreadsheets and systems, so Finance spends time reconciling the numbers before it can explain them.
Reporting, not insight
Collecting and checking data leaves too little time to explain what changed, why it matters and what action is needed.
WHAT WE BUILD
One trusted reporting model
Connect the relevant finance and operational sources, with agreed definitions and reconciliation rules.
A board-ready Power BI pack
Reporting shaped around board priorities, with drill-downs, variance analysis and a clear structure for Finance's commentary.
A reporting process that holds
Documented refresh steps, ownership and controls, supported after go-live or handed over to your trained team.
TYPICAL
RESULTS
Under 2 min
Board pack refresh
From 8-10 working days of manual assembly to automated refresh.
1
Version of the truth
Consistent definitions and reconciled reporting across functions.
40+
KPIs tracked monthly
Connected board and operational measures, selected around business priorities.
120h+
Returned to the team each month
More time for analysis, less time assembling and checking reports.
Board-ready
Drivers, risks and actions visible
Reporting that supports a more informed board discussion.
Typical results from our reporting engagements across PE-backed and blue-chip businesses.
Timing compares manual pack assembly with automated refresh; Finance review and sign-off remain separate.
LIVE DEMO
Live. Interactive. Decision-ready
A representative board pack we built, running in Power BI. This is not a product tour. Change the period, drill into a division, interrogate a variance the way one of your directors would, and judge whether it answers the questions you actually get asked.
WHAT THE READER CAN DO
- Change the reporting period
- Drill into any segment
- Analyse the variance bridge
- Explore the key risks
Demo uses fictional data. Your numbers stay yours.
HOW WE CLOSE IT
Diagnose → Build → Run
The same three services, applied to this one problem.
01 · Diagnose
Find where the pack breaks
We review the board's reporting priorities, trace key measures to source, and identify gaps in data, definitions, controls and cycle time. You receive a prioritised plan for what to fix first.
FP&A Diagnostic
02 · Build
Rebuild it from the data up
We design and build the reporting model in the data warehouse and the Power BI pack, with agreed KPI definitions, drill-downs, variance analysis and a clear commentary structure. Your team is trained to review, explain and use the outputs.
FP&A Implementation
03 · Run
Keep the reporting infrastructure working
We provide ongoing managed support for the data model, reporting environment and agreed improvements, or hand over to your trained team. Finance retains ownership of commentary, reporting judgements and board sign-off.
FP&A Managed Service
CHECKLIST
Board Pack Health Check
The questions a board pack has to answer before the meeting, and the ones that get asked when it does not.
WHAT CHANGES
From a reporting burden to a decision asset
8-10 days → under 2 min
Typical improvement from manual pack assembly to automated refresh.
One trusted view
Divisions report using agreed definitions and reconciled data.
Better discussion
Variances, risks and proposed actions are clear before the meeting.
WHERE WE HAVE DONE THIS
Proof a sponsor would recognise
LAWYERS ON DEMAND · BOWMARK-BACKED AT THE TIME OF THE ENGAGEMENT
At Lawyers on Demand, manual board-pack assembly took 8-10 working days. After the reporting rebuild, the automated pack refresh took under two minutes. These measures describe the change in production effort; Finance review, commentary and sign-off remain separate.
Read the Lawyers on Demand case studySee how the reporting was rebuilt, what changed for the finance team, and the scope behind the result.
Explore more client resultsWHERE NEXT
Three ways forward
DISCUSS YOUR PRIORITIES
What needs to change before your next board meeting?
Start with a 30-minute conversation about your reporting priorities. If a paid FP&A Diagnostic is appropriate, we agree its scope and fee before proceeding.