Dashboard improvement
Maintain, refine and expand existing dashboards as reporting requirements change.
Fractional BI & Revenue Operations Support
Ongoing BI support without building a full internal team
Get flexible access to experienced Business Intelligence and Revenue Operations support as your dashboards, reporting and business priorities evolve.
- Ongoing ownership of reporting priorities
- Continuous dashboard, KPI and process improvement
- Specialist support aligned with your internal teams
Delivered through an agreed monthly capacity,
visible priorities and a regular working cadence.
Start the conversation
Discuss Ongoing BI Support
Tell us about your current reporting environment and the support your business needs.
Thank you
Your request has been received. We’ll contact you to discuss your reporting environment, current priorities and whether a fractional BI arrangement is the right fit.
Your details will only be used to respond to this enquiry.
Continuity
Clear reporting ownership
Give dashboards, KPIs and reporting priorities consistent attention over time.
Flexibility
Support that can evolve
Adjust priorities as systems, questions and business needs change.
Capability
Specialist input when needed
Access experienced BI and RevOps support without recruiting a full internal team.
Reporting keeps changing
Dashboards need ownership after they launch
Leadership asks new questions. Systems change. KPIs evolve. Data issues appear. New reporting priorities compete for attention.
Keep reporting relevant
Update dashboards and measures as business priorities and decision-making needs evolve.
Protect trust in the numbers
Investigate discrepancies, refresh issues and changing source-system behaviour.
Turn new questions into improvements
Translate new commercial, financial and operational questions into practical reporting priorities.
Step 1
Prioritise
Step 2
Deliver
Step 3
Validate
Step 4
Improve
Areas of support
Flexible capability across BI and Revenue Operations
The exact focus depends on your systems, internal resources and priorities. A monthly engagement may combine several areas of support.
New reports and KPIs
Develop new analysis, measures and reporting views as business questions emerge.
Reporting troubleshooting
Investigate incorrect numbers, refresh failures, missing data and inconsistencies between reports.
Revenue Operations reporting
Improve visibility across pipeline, forecasting, recurring revenue, churn, renewals and account performance.
Management reporting
Support recurring leadership reporting, monthly reviews and performance-management processes.
Process improvement
Reduce repetitive manual work and improve how reports are prepared, validated and distributed.
How the engagement works
A visible backlog, clear priorities and regular delivery
Fractional support works best when reporting requests are prioritised transparently and delivered through an agreed monthly capacity.
1
Establish
Understand the current reporting environment, internal resources and immediate priorities.
2
Prioritise
Create a visible backlog and agree what should be addressed first.
3
Deliver
Complete reporting, dashboard and data improvements within the agreed capacity.
4
Review
Review progress, validate outcomes and adjust the next priorities as requirements evolve.
A practical working rhythm
Structured enough to create progress, flexible enough to adapt
The exact cadence is agreed around the size of the engagement, internal stakeholders and the urgency of the reporting priorities.
Fractional support is not an unlimited on-demand help
desk. Work is managed through agreed priorities and
monthly capacity so expectations remain clear on both
sides.
01
Regular priority review
Review the current backlog, new requirements, blockers and decisions needed from the business.
02
Focused delivery
Work through the agreed reporting, dashboard, data and process priorities.
03
Progress visibility
Keep stakeholders informed about completed work, open dependencies and upcoming priorities.
04
Continuous adjustment
Adjust the backlog as systems, business questions and commercial priorities change.
Is fractional support the right fit?
Designed for businesses that need continuity and capability
A strong fit when
Your reporting needs ongoing ownership
- You have a growing backlog of reporting requirements
- Existing dashboards require regular maintenance and improvement
- Several departments need reporting support
- You need specialist capability but are not ready for a full internal BI team
A different model may be better when
The requirement is larger or more immediate
- You require full-time operational coverage
- You need a large development team working simultaneously
- The business is undertaking a major enterprise data transformation
- Every request must be completed immediately without prioritisation
Work across your reporting environment
Connect business questions with the systems behind them
Ongoing BI support may involve CRM, finance, ERP, service-management, operational and spreadsheet-based reporting processes.
Power BI
Business Central
HubSpot
Salesforce
Autotask
Odoo
Excel
SQL
Finance systems
Operational platforms
The engagement does not require every system to be replaced or rebuilt. The objective is to improve the visibility and reporting capability around the technology already supporting the business.
Not ready for ongoing support?
Start with a BI Health Check
When the current reporting gaps, priorities and required level of support are still unclear, the BI Health Check provides a focused review and practical roadmap before committing to a monthly engagement.
Common questions
Before discussing ongoing support
Is this a monthly retainer?
Yes. The engagement is based on an agreed monthly capacity, scope boundaries, priorities and working cadence.
Does unused capacity roll over?
The commercial terms are agreed before the engagement begins. Any rollover arrangement would need to be explicitly included in the agreed proposal.
Can you work with our internal IT or finance team?
Yes. Strevie can work alongside leadership, finance, sales, operations, internal analysts, IT teams and existing technology providers.
Can the monthly priorities change?
Yes. Priorities can be adjusted through the agreed review process, provided they remain within the engagement’s capacity and scope.
Build reporting capability over time
Give your dashboards, data and reporting clear ownership
Tell us about your current reporting environment, internal resources and the priorities that require ongoing BI or Revenue Operations support.
Fractional BI & Revenue Operations Support
Ongoing BI support without building a full internal team
Get flexible access to experienced Business Intelligence and Revenue Operations support as your dashboards, reporting and business priorities evolve.
- Ongoing ownership of reporting priorities
- Continuous dashboard, KPI and process improvement
- Specialist support aligned with your internal teams
Delivered through an agreed monthly capacity,
visible priorities and a regular working cadence.
Start the conversation
Discuss Ongoing BI Support
Tell us about your current reporting environment and the support your business needs.
Thank you
Your request has been received. We’ll contact you to discuss your reporting environment, current priorities and whether a fractional BI arrangement is the right fit.
Your details will only be used to respond to this enquiry.
Continuity
Clear reporting ownership
Give dashboards, KPIs and reporting priorities consistent attention over time.
Flexibility
Support that can evolve
Adjust priorities as systems, questions and business needs change.
Capability
Specialist input when needed
Access experienced BI and RevOps support without recruiting a full internal team.
Reporting keeps changing
Dashboards need ownership after they launch
Leadership asks new questions. Systems change. KPIs evolve. Data issues appear. New reporting priorities compete for attention.
Keep reporting relevant
Update dashboards and measures as business priorities and decision-making needs evolve.
Protect trust in the numbers
Investigate discrepancies, refresh issues and changing source-system behaviour.
Turn new questions into improvements
Translate new commercial, financial and operational questions into practical reporting priorities.
Step 1
Prioritise
Step 2
Deliver
Step 3
Validate
Step 4
Improve
Areas of support
Flexible capability across BI and Revenue Operations
The exact focus depends on your systems, internal resources and priorities. A monthly engagement may combine several areas of support.
Dashboard improvement
Maintain, refine and expand existing dashboards as reporting requirements change.
New reports and KPIs
Develop new analysis, measures and reporting views as business questions emerge.
Reporting troubleshooting
Investigate incorrect numbers, refresh failures, missing data and inconsistencies between reports.
Revenue Operations reporting
Improve visibility across pipeline, forecasting, recurring revenue, churn, renewals and account performance.
Management reporting
Support recurring leadership reporting, monthly reviews and performance-management processes.
Process improvement
Reduce repetitive manual work and improve how reports are prepared, validated and distributed.
How the engagement works
A visible backlog, clear priorities and regular delivery
Fractional support works best when reporting requests are prioritised transparently and delivered through an agreed monthly capacity.
1
Establish
Understand the current reporting environment, internal resources and immediate priorities.
2
Prioritise
Create a visible backlog and agree what should be addressed first.
3
Deliver
Complete reporting, dashboard and data improvements within the agreed capacity.
4
Review
Review progress, validate outcomes and adjust the next priorities as requirements evolve.
A practical working rhythm
Structured enough to create progress, flexible enough to adapt
The exact cadence is agreed around the size of the engagement, internal stakeholders and the urgency of the reporting priorities.
Fractional support is not an unlimited on-demand help
desk. Work is managed through agreed priorities and
monthly capacity so expectations remain clear on both
sides.
01
Regular priority review
Review the current backlog, new requirements, blockers and decisions needed from the business.
02
Focused delivery
Work through the agreed reporting, dashboard, data and process priorities.
03
Progress visibility
Keep stakeholders informed about completed work, open dependencies and upcoming priorities.
04
Continuous adjustment
Adjust the backlog as systems, business questions and commercial priorities change.
Is fractional support the right fit?
Designed for businesses that need continuity and capability
A strong fit when
Your reporting needs ongoing ownership
- You have a growing backlog of reporting requirements
- Existing dashboards require regular maintenance and improvement
- Several departments need reporting support
- You need specialist capability but are not ready for a full internal BI team
A different model may be better when
The requirement is larger or more immediate
- You require full-time operational coverage
- You need a large development team working simultaneously
- The business is undertaking a major enterprise data transformation
- Every request must be completed immediately without prioritisation
Work across your reporting environment
Connect business questions with the systems behind them
Ongoing BI support may involve CRM, finance, ERP, service-management, operational and spreadsheet-based reporting processes.
Power BI
Business Central
HubSpot
Salesforce
Autotask
Odoo
Excel
SQL
Finance systems
Operational platforms
The engagement does not require every system to be replaced or rebuilt. The objective is to improve the visibility and reporting capability around the technology already supporting the business.
Not ready for ongoing support?
Start with a BI Health Check
When the current reporting gaps, priorities and required level of support are still unclear, the BI Health Check provides a focused review and practical roadmap before committing to a monthly engagement.
Common questions
Before discussing ongoing support
Is this a monthly retainer?
Yes. The engagement is based on an agreed monthly capacity, scope boundaries, priorities and working cadence.
Does unused capacity roll over?
The commercial terms are agreed before the engagement begins. Any rollover arrangement would need to be explicitly included in the agreed proposal.
Can you work with our internal IT or finance team?
Yes. Strevie can work alongside leadership, finance, sales, operations, internal analysts, IT teams and existing technology providers.
Can the monthly priorities change?
Yes. Priorities can be adjusted through the agreed review process, provided they remain within the engagement’s capacity and scope.
Build reporting capability over time
Give your dashboards, data and reporting clear ownership
Tell us about your current reporting environment, internal resources and the priorities that require ongoing BI or Revenue Operations support.