Costs and budgets
When actuals, forecasts and variances are spread across different files.
Dashboards built around the client's real data and workflow to read costs, budgets, works, contractors, deadlines and KPIs without relying on fragmented files.
The dashboard starts from the information actually available and the decisions that need to be supported. Technology comes second: first we define what is useful to control.
Useful when the data exists, but still does not provide an effective management view.
When actuals, forecasts and variances are spread across different files.
When one view is needed for activities, costs and priorities.
When quotations, documents and dates need to be monitored together.
Structure and technology are selected according to the data, required update frequency and intended use.
Actuals, budgets, forecasts and variances.
Planned activities, open works, priorities and progress.
Quotations, assignments, costs and related activities.
Documents, renewals, inspections and operating dates.
Management indicators defined around the real case.
Where appropriate, reduction of repetitive manual updates.
ONBOARD CLUB starts from decisions, data and workflow. The solution may evolve into a web/SaaS dashboard or another environment when that is the most appropriate architecture.
Identify sources, data quality, update frequency and decisions to support.
Define indicators, hierarchy and navigation flow.
Build an initial structure, test it against the real case and then finalise.
Not necessarily. The service is not tied to Excel: technology and format are selected according to the case, data and intended use.
Yes. The first phase assesses existing data and sources to determine what can be retained, reorganised or automated.
No. KPIs, views and level of detail are defined around the client's operating flow.
Yes, when the need, data and usage justify a more structured and scalable solution.
Tell us what you monitor today, where the data lives and which decisions you want to make faster and more clearly.