Context
Finance and operations leaders across multiple teams/entities
KPI reporting assembled from disconnected tools and sheets
Leadership reviews slowed by data reconciliation debates
Before investing in BI and finance systems, leadership teams usually need a practical view of scope, model depth, and budget. Here is an example.
What does it roughly cost?
What financial and business intelligence systems support looks like in practice.
A concrete example of how fragmented finance and operations reporting is converted into a governed, decision-ready BI operating model.
Problems
Metric definitions drift between functions
Reporting cycles are manual and error-prone
Source data quality issues are found too late
Executives lack one trusted performance view
Approach
Define KPI glossary, ownership, and governance rules
Design data model and source-to-metric lineage
Implement ingestion, transformation, and quality checks
Deploy decision-ready dashboards and review cadence
Outcomes
Faster weekly and monthly reporting cycles
Higher confidence in board and leadership packs
Less manual spreadsheet reconciliation effort
Shared metric truth across finance and operations
Indicative Pricing
Data and KPI diagnostic: €3k-€8k
Model + dashboard implementation: €12k-€30k
Optional governance support: €1.5k-€4.5k/mo
Actual scope depends on entity structure, source-system complexity, reporting cadence, data quality maturity, and control/compliance requirements.
Discuss this scope for my finance and BI setupSee full Financial & BI systems roadmapView Financial & BI dashboard (POC)
The dashboard acts as a practical proof-of-concept: you can validate how KPI definitions, source-to-metric lineage, executive reporting, and variance analysis should work before full rollout.
If the scope and investment align, this is how financial and operational intelligence is designed, implemented, and embedded.
How do you work?
Simple data operating model. Trusted business decisions.
The goal is a practical finance and BI operating structure your teams can sustain in day-to-day decision cycles.
01
Understand reality
Review how the team actually works today, where information breaks down, and where effort gets wasted.
02
Design structure
Define the process, roles, system logic, and decision points needed to make the operation work cleanly.
03
Implement and embed
Put the solution into practice through tools, rituals, governance, and practical adoption support.
To keep execution focused and outcomes measurable, we clarify where this support is high-fit before the final call to action.
Who this is for
Organizations that need trusted finance and operating metrics for faster, better decisions.
Finance leaders, COO teams, and founders who need governed KPI definitions, automated reporting cadence, and a single performance view across business functions.
Not a fit for
Teams looking only for a one-off dashboard mockup without data model governance, ownership, and operating cadence support.
Evidence from recent engagements
Anonymized examples from recent finance and BI systems projects. Results vary by data quality baseline, system complexity, and governance adoption discipline.
Faster reporting close cycle
Recent multi-entity business: monthly management pack assembly time dropped from ~3 days to under 1 day after automated ingestion and metric standardization.
KPI definition consistency
Recent operations-heavy company: conflicting KPI logic across teams was replaced with a governed metric layer used by finance, operations, and leadership.
Decision-cycle acceleration
Recent leadership team: weekly performance reviews shifted from data-reconciliation debates to action decisions after dashboard and variance workflow redesign.
Engagement clarity
- Typical duration: 6-12 weeks depending on source-system spread, data quality, and governance complexity.
- Who should attend: finance lead, one operations owner, and one decision-maker.
- Internal effort: usually 3-5 hours/week for KPI definition reviews, data ownership decisions, and rollout adoption.
What happens on the first call
- We map your current finance and operations reporting flow and identify where metric trust breaks first.
- We define likely scope, data-model depth, and investment range for your context.
- You leave with practical next-step options. No commitment required on the call.
How do I start?
Show me how finance and operational reporting run today. I'll show you where decision quality is breaking.
A short diagnostic conversation with Frey Consulting focused on your KPI definitions, reporting flow, dashboard reliability, and cross-functional data ownership pressure points.
Book a 30-min call with Frey Consulting
Choose this for fastest alignment and a live diagnostic.
Email Frey Consulting
Choose this if you want to share context first. Typical response time: within 1 business day.