DigitalBurj Business AI
Data & Reporting Automation
Reporting automation pulls numbers from the systems you already use, calculates them the same way every time, and sends the report on schedule. No more Monday-morning export-and-paste, and no more three versions of the same figure.
How we set it up
- 01
Start with the decision
What does someone need to decide each week? That drives the report.
- 02
Write down the definitions
Exactly how each number is calculated, so everyone means the same thing.
- 03
Connect and check
Pull from CRM, finance and spreadsheets, and flag missing or odd values.
Questions
Do we need a data warehouse?
Not at first, usually. Scheduled reports straight from your systems are often enough. A warehouse makes sense once you have many sources.