Monthly consolidation takes a day
Exports, copy-and-paste and fragile formulas delay the moment when the figures can be trusted.
SMART BI · DECISION SUPPORT
A dashboard should show what deserves attention—and where to act.
GE2Smart connects the useful sources, aligns indicator definitions and links management views to the cases, risks and actions behind the numbers.
More charts do not automatically create more clarity.
The useful question is not only what the number is. It is which source supports it, what changed, which cases explain the movement and which decision should follow.
Indicators have several definitions
Different teams use the same word for different populations, periods or statuses.
A KPI has no next action
The dashboard highlights a gap but does not point to the cases or owner that can resolve it.
Source changes go unnoticed
A field, file or API changes and the report keeps displaying a result that no longer means what it used to.
Which decision should this dashboard support?
- Name the decision
- Start with an operational question: which case to handle, which discrepancy to investigate or which deadline to prepare for?
- Define the indicator
- Specify its calculation, source, update frequency and the person responsible for its definition.
- Plan the action
- Connect the indicator to the relevant case or detail. Missing or outdated data should remain identifiable.
BI building blocks
A governed view of the business, connected to the work underneath.
The right level can be a focused cockpit, a multi-source report or an operational list with alerts.
Source mapping
Files, databases, exports and APIs are identified with their owner and refresh rhythm.
Shared definitions
Dimensions, statuses, periods and calculations are documented before they become KPIs.
Useful indicators
A small number of indicators answer a management question and expose the right detail.
Alerts and thresholds
Changes that deserve attention can trigger a notification or an action list.
From KPI to case
The user can move from a number to the records, owners or exceptions behind it.
Quality checks
Refresh, completeness, duplicates and anomalies are visible rather than silently absorbed.
A reporting journey
A management meeting that starts with decisions, not reconstruction.
Each team exports its figures, a spreadsheet consolidates them and the meeting is spent explaining why totals do not match.
The cockpit uses agreed sources and definitions, highlights movements and links each warning to the cases that require attention.
The figures are ready earlier, the discussion stays focused and every indicator has a path back to the operational reality.
Related use cases
Concrete scenarios, not an abstract feature list.
Each example starts from an existing way of working, describes a possible tool and states the outcome to aim for.
Management · Multi-sourceDashboard & BI
Multi-source management cockpit
Shared definitions, alerts and links from indicators to the cases that need action.
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Discuss a similar caseOperations · DataBusiness intelligence
Operational reporting across sources
Combine files, database records and exports with quality checks and a clear refresh rhythm.
Discuss a similar caseBuild quickly, without building blind.
The prototype reduces risk. Framing data, access rights and exceptions protects the move into production.
Inventory the sources
We identify the data, owner, refresh cycle and limitations of each source.
Agree the meaning
Indicators are defined with the people who use them to make decisions.
Prototype the cockpit
A representative view is tested against real but controlled examples.
Monitor the data
Refresh failures, changes and quality issues become part of the operating model.
Value should be visible in the daily work.
01Less manual consolidation
02Indicators people interpret the same way
03A direct path from KPI to action
04More confidence in the information used to decide
Before framing your project.
The answers stay general. Your data, risks and constraints determine the final scope.
Can you work with Excel files?+
Yes, when the file is a useful source or a first step. We clarify ownership, structure, refresh and the point at which a more controlled source is justified.
Do we need a data warehouse first?+
Not necessarily. The first reporting scope can remain focused if the sources, definitions and refresh expectations are understood.
Can managers access the underlying records?+
Yes, when the source and permissions allow it. A useful cockpit should connect a signal to the cases and owners behind it.
Can the dashboard send alerts?+
Yes, when a threshold or condition has a clear owner and the alert leads to an action.
Your real caseShow us the current process.
Show us the current process.
We will tell you what is worth building.
Describe the process and mention any files or screenshots you could share during a later, secure exchange.