Management Information (MI) Development

The KPIs and reporting your leadership team actually needs.

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What this involves

Design useful management information that supports better decisions, not just more reports.

Reporting tends to accumulate rather than get designed. Someone asks a question, a report gets built, and three years later nobody is sure which version is right. We start from the decisions you actually make, define the measures that inform them, and build the reports once, in the systems you already run.

What you get

What’s included

  • Review of the decisions your reporting has to support
  • Definition of the measures that matter in your business
  • Report and dashboard design, built in the tools you already have
  • Data sources identified, mapped and connected
  • Written definitions so a number means the same thing twice
  • Handover and training so your team can run it without us

Alongside this

Related services

Variance Analysis

A report saying the number is down twelve per cent is not analysis. We separate volume, price, mix and cost effects, distinguish timing differences from permanent ones, and assess the full year impact of each. Every material variance gets an owner and an action that carries into the next month.

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Benchmarking & Industry Comparisons

It is hard to know whether your margin is good without knowing what comparable businesses achieve. We map your measures to industry definitions, compare margin, cost ratios and productivity against peers, and quantify the gap in pounds. Targets then come from the comparison rather than from ambition.

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Customer & Project Profitability

Revenue by client is easy. Profit by client needs a proper cost to serve, and that is where most reporting stops. We build it including delivery and support time, then rank your clients and projects. Some of them are funding the business, and some of them are being funded by it.

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Profitability Analysis

Gross margin is only as good as the cost allocation underneath it. We put direct costs against the revenue they support, review how overhead is absorbed, and show margin by service line, product or contract. Loss making activity stops being a suspicion and becomes a number you can act on.

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Business Performance Analysis

Management accounts show what happened. They rarely explain why. We break revenue and margin down by the dimensions that matter in your business, separate genuine trend from one-off movement, and identify what is driving each change. The pack ends with the two or three findings that would change a decision.

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Not sure which you need? The strategy call maps it in about twenty minutes.

Where does your finance function stand today?

A short conversation will tell you whether this is the right place to start, or whether something earlier in the sequence needs fixing first.

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Strategic finance advisors for businesses that have outgrown bookkeeping and their accountants.

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