Bring data together
Run your business on figures everyone shares.
Each department keeps its own spreadsheet, and the revenue figure shown in a meeting depends on who calculated it. We define shared indicators with you, connect the sources that feed them and build the report that actually helps you decide.
Before
Spreadsheets that contradict each other
Sales, finance and logistics each have their own version of the same figure, and the meeting starts with a debate about the data.
Reports rebuilt by hand
Someone spends hours every week pasting exports into a spreadsheet before the figures can be presented.
Fuzzy definitions
Nobody knows exactly what an indicator covers, or which system it should be calculated from.
An example: the NYS network's finance report.
NYS runs more than ten stores, and its management wanted to compare sales across the network by day or by week. So the finance report we built shows sales by store and by city.
Finance report
Sales by store
- Store A
- Store B
- Store C
CashCard
- Source
- Definition
- Period
After
Five steps between your sources and the report.
Inventory
We list the files and tools where your figures originate, and the person who keeps each one.
Definition
For each indicator, we write its formula, source and owner, then management approves the sheet.
Connection
We connect the sources through their APIs or exports, keeping the systems that work.
Report
We build the report or dashboard around the decisions it needs to support.
Access
Each person sees the figures that concern them, according to the rights agreed with you.
Bringing data together leaves your tools in place. Your ERP, till or CRM keep running, and only the information needed to run the business is gathered in one place.
Systems integrationOur work, from definitions to dashboard.
Start from decisions
We begin with the decisions management takes each week, then work back to the figures it needs.
Write the definitions
Each indicator gets an approved sheet, so everyone calculates the same figure the same way.
Connect the sources
We link your tools and files without replacing them, unless a source allows no exchange at all.
Deliver the report
We deliver the report, tested on your real data, and train the people who will use it.
What you need to bring.
A dashboard won't settle a disagreement about how a figure is defined. So management has to decide the definitions before the build, and we prepare that decision with them.
A sponsor in management
Someone who decides when two departments define an indicator differently.
Data owners
For each source, a person who knows its content and keeps it up to date.
Access to sources
Exports, APIs or read access to the tools involved.
Known decisions
The list of decisions the report needs to support, in order of importance.
How we measure the result.
We track the time it takes to prepare reports, how fresh the data is at meeting time, the effort spent reconciling files and the share of indicators calculated automatically. These measures are taken before and after go-live, to separate the result achieved from the target set.
NYS
Store network
- Challenge
- Comparing sales across more than ten stores.
- What Claro built
- A finance report by store and by city, by day or by week, built into their ERP.
FAQ
Frequently asked questions
Do we need a data warehouse?
Not at the start. When there are few sources, the report can read them directly. A data warehouse becomes useful when sources multiply or when you want to keep a history your tools don't archive, and that's the only case where we recommend one.
Can we keep our Excel files?
Yes, an Excel file can stay a source, as long as it has an owner and a stable structure. We then import it on a regular schedule, and flag the files whose content changes too often to be reliable.
Who can see which figures?
We define the rights with you, by role or by scope, such as a store or a region. A site manager then sees their own figures, and management sees the whole network.
How often is the data updated?
It depends on your sources and your decisions. A weekly report can make do with a daily update, while till monitoring needs more recent data. We set it with you for each indicator.
How much does a data consolidation project cost?
The investment depends on the number of sources to connect, their quality, the number of indicators to define and the access rights to set up. A clean source with an API takes less work than a set of spreadsheets to harmonise. So we set the amount after the source inventory.
Let's discuss your priorities
Let's clarify your management data.
Tell us which figures your management looks at every week and where they come from today. We'll work out together which ones to define first and how to feed them.
- The call lasts thirty minutes, by video.
- You speak directly with a Claro expert.
- Afterwards, we email you the next step we recommend.