Process Automation & AI
We automate repetitive tasks, reporting cycles, and data workflows to help teams work faster and more accurately. Our AI-driven solutions streamline operations, reduce errors, and deliver consistent results across your entire organization.
Quality-Driven Approach to Reporting & Automation
The client needed to modernize financial reporting across multiple departments. Manual Excel files, inconsistent KPIs, and long closing cycles were slowing decision-making. We delivered a unified SAGE BI environment that automated reporting, improved data accuracy, and provided real-time financial visibility.
Client:
Nova Industries
Location:
Lyon, France
Project Year:
12 March 2024
Duration:
18 Months
Budget
€120,000
Cost Savings:
€85,000 per year
By implementing SAGE BI Reporting and automating key financial processes, Nova Industries reduced manual consolidation time, standardized financial indicators, and ensured consistent data across all business units. Monthly closings are now completed in hours instead of days, with dashboards automatically refreshed from SAGE Accounting.
“This project demonstrated how a structured reporting approach can significantly improve financial visibility and team efficiency. The results show how the right tools and methodology can transform complex reporting workflows into clear, actionable insights for the entire organization.”
We also implemented automated alerts, budget vs actual dashboards, and reporting templates fully aligned with management expectations. Teams now rely on a unified reporting system that supports strategic planning and improves financial discipline.
Key Performance Metrics
0+
Hours of manual reporting eliminated annually
0+
Financial KPIs standardized across the organization
0%
Reduction in reporting errors
0+
Hours delivered back to the finance team every week
? Frequently Asked Questions
01. What services do you provide for SAGE BI?
We offer full SAGE BI implementation, KPI standardization, automated reporting setup, dashboard design, and ongoing optimization support.
02. How can I measure business growth with SAGE BI?
Your SAGE BI dashboards will display real-time performance indicators including budgets, forecasts, profitability metrics, and cashflow trends.
03. Do you offer consulting during implementation?
Yes. Our BI consultants guide the full process—from needs assessment and data modeling to deployment and team training.
04. Can SAGE BI support investment policy monitoring?
Absolutely. We configure investment-related KPIs, capital expenditure tracking, and long-term financial planning dashboards.
05. Do you help create investment performance plans?
Yes. We develop reporting templates that include ROI analysis, strategic performance dashboards, and project evaluation metrics.