Services

Focused engagements in data, technology and operational improvement

Section A

Data & Reporting Health Check

Are you getting enough value from the data your business already has?

Many organisations already have plenty of data. The difficulty is that it may be spread across spreadsheets, different systems, departments or reporting processes. This can make even simple questions difficult to answer:

  • Which parts of the business are performing well?
  • Are we measuring the right things?
  • Why does management reporting take so much time?
  • Can we trust the figures we are using to make decisions?
  • Could some of this reporting be automated?

ShalomConsult's Data & Reporting Health Check is a focused review designed to help answer those questions.

What We Review

  • Data quality, completeness and consistency
  • Existing spreadsheets, reports and dashboards
  • Key performance indicators and how they are calculated
  • Manual and duplicated reporting processes
  • Data held across different teams or systems
  • Reporting delays and information gaps
  • Opportunities for automation and improved dashboards
  • Data governance and ownership considerations

What You Receive

Five clear outputs

  1. 01

    Current State Assessment

    A clear picture of how data and reporting currently operate.

  2. 02

    Key Issues & Opportunities

    Data quality problems, reporting gaps, unnecessary manual work, and opportunities for improvement.

  3. 03

    KPI Review

    An assessment of whether existing measures give management the information needed to make decisions.

  4. 04

    Priority Recommendations

    Practical actions ranked by business value, urgency and feasibility.

  5. 05

    90-Day Improvement Roadmap

    A clear starting plan for what can realistically improve over the following three months.

What Could Happen Next

Optional follow-on work — not required.

  • Power BI or management dashboard development
  • Data cleaning and consolidation
  • Reporting automation
  • KPI framework development
  • Process improvement
  • Data governance improvements
  • AI and digital readiness assessment

Who Is It For

Organisations that:

  • Depend heavily on Excel or manual reporting
  • Have information spread across different systems
  • Spend too much time preparing management reports
  • Are unsure whether their KPIs give the right picture
  • Have grown and now need better management visibility
  • Want to introduce or improve Power BI dashboards
  • Are considering AI or automation but are unsure about data quality or readiness

Our Approach

Focused and practical

We keep the engagement focused and practical. We start by understanding the business problem and the decisions management is trying to make, then examine the relevant data and reporting processes before recommending any technology or wider change.

"Understand what you have. Identify what is getting in the way. Decide what is worth improving first."

Start With a Conversation

A short initial conversation can help determine whether a Data & Reporting Health Check is the right starting point.

Book a Consultation

Section B

Partner & Subcontract Delivery Capability

Flexible data, technology and project delivery support when your team needs additional capacity.

How We Can Support Your Team

ShalomConsult Limited works with established consultancies, technology providers and delivery teams that may need additional capability for a specific client engagement, workstream or period of increased demand. We can support defined pieces of work while allowing the lead partner to retain ownership of the wider client relationship and programme.

Data Analytics & Business Intelligence

Data analysis, data quality review, KPI development, operational reporting, Power BI dashboards and management information support.

AI & Digital Readiness

Use case discovery, data and process readiness assessment, governance considerations and practical implementation planning.

Business & Process Analysis

Process review, requirements gathering, workflow mapping, operational analysis and improvement recommendations.

Project & Implementation Support

Project coordination, workstream support, documentation, stakeholder communication and implementation planning.

Ways We Can Work Together

  • Defined subcontract work packages
  • White-label delivery where appropriate
  • Additional project or delivery capacity
  • Specialist analytics and reporting support
  • Short-term project resource
  • Joint delivery on suitable client engagements

Where We Add Value

Our role is not to compete with a partner's core proposition. We aim to complement it by taking responsibility for clearly defined work that helps the wider engagement move forward — for example when:

  • A cloud or infrastructure project also needs reporting, data analysis or business process work
  • A transformation programme needs KPI design, benefits tracking or management dashboards
  • A client wants to explore AI but first needs use cases, data and processes assessed
  • An internal team has more analytics or project work than current capacity allows
  • A consultancy needs flexible delivery support without adding permanent headcount

Why ShalomConsult

What partners can rely on

Business and Technology Perspective

Connecting technical work to the operational problem and the decisions the client needs to make.

Flexible Engagement

Support scoped around a defined deliverable, workstream or project requirement.

Direct Accountability

A clear point of contact and direct senior involvement throughout.

Practical Delivery

Usable outputs, clear documentation, work that hands over effectively.

Governance Awareness

Leadership experience in regulated and data-sensitive environments, supporting disciplined confidentiality and governance.

A Sensible Starting Point

A partnership does not need to begin with a large engagement. We are happy to start with a clearly defined piece of work, demonstrate how we work, and build the relationship from there.

Talk to us about a partnership

Additional Delivery Capacity

If your team needs additional data, BI, AI readiness, business analysis or project delivery capacity, we would welcome a conversation about where ShalomConsult could fit.

Start a Conversation