Services

From business need to solution — nothing lost in translation.

We work for CFOs, finance leads and owners who want to steer their company with numbers that hold. Typical triggers: a change of ownership demands reliable numbers within the first 100 days, a reporting landscape needs a new platform, or a running BI project isn’t delivering. In all three cases the same principle applies: we start lean — small packages, first measurable value in under a month. And we need little from you: access to the data, a few focused conversations — we take care of the rest. Examples from our work →

How we start

Fixed entry points at a fixed price.

Entry pointFor whomDuration and priceWhat you receive
Scoping SprintNew initiatives2–3 weeks, from CHF 8,000Target picture, architecture and tool decision, staffing plan and budget estimate — in writing, decision-ready and independent of whether you build with us afterwards.
Project ReviewRunning projects that have stalledA few days, from CHF 4,000Review of scope, architecture and team. We name the causes and deliver a written second opinion with concrete measures — before more budget is burned.
Reporting ReviewExisting reporting that does not carry decisionsA few days, from CHF 4,000Review of report set, KPIs and data model: what is used, what is missing, what contradicts itself. Written findings with a cut list and prioritised measures — including a recommendation on redesign versus rebuild.

Not sure which entry point fits? Reporting check online — twelve questions, five minutes or Book an intro call — 30 minutes, free of charge

Fixed prices excl. VAT. We set the price after the intro call; it depends on scope — such as the number of source systems, entities and stakeholders.

How we work

Four phases, one principle.

PhaseWhat happensOutcome
1 · ClarifyUnderstand the business need, data landscape and stakeholders; sharpen the scopeTarget picture and architecture decision
2 · Set upStaff the team (our network or your people), define packages and responsibilitiesStaffing plan and first work package
3 · DeliverRun delivery in small packages; measure quality and cost against business valueFirst productive value in under a month
4 · Hand overTransfer operation and further development to your team — documented, no lock-inA solution your team runs on its own

Project setup: scoping, staffing & steering

The most common reason data projects disappoint: building starts before it is clear what is needed. We set initiatives up properly — sharpen the scope from a business perspective, make architecture and tool decisions traceable, assemble the team from our network or your people, and steer delivery through to acceptance. Success is measured in business value, not technology.

Scoping & requirements · Architecture & tool decisions · Staffing · Project management & quality assurance

Reporting & Controlling

Reporting that holds up in front of management, boards and investors: we standardise and digitalise your management reporting, build robust KPI models and streamline planning and forecasting — hands-on, not just advisory. Across multiple entities too: with a clean consolidation view and numbers that hold up in a later sale. During staffing gaps we can also support on an interim basis.

Management reporting · KPI models · Planning & forecasting · Consolidation

Business Intelligence & Data Platforms

From connecting source systems to the finished dashboard: we build data platforms that scale and reports that are actually used. Data quality, governance and running costs are part of the architecture — not an afterthought. Handover is designed so your team runs the platform itself.

Power BI · Microsoft Fabric · Azure SQL · Lakehouse architectures · DAX · Power Query · Data engineering

Automation & AI

Most recurring finance and data processes can be automated today. We identify the candidates with the biggest leverage, implement the automation and take a hard look at where AI pays off in hours saved per month — and where we advise against it.

Process automation · Power Automate · AI use cases · Feasibility checks
Not sure where to start? Let’s find out in an intro call. Book an intro call