Services · Collinalitics Ltd
We help SMEs and operations teams replace manual spreadsheet reporting with clear, trusted analytics using Power BI, Tableau, SQL, Excel, and automation.
What you can expect
Agreed KPI definitions
Every metric defined clearly before anything is built.
Refresh-ready reporting structure
Data models that update reliably without manual steps.
Interactive dashboard views
Role-specific views in Power BI or Tableau.
Walkthrough and documentation
Clear handover so your team can manage reporting confidently.
Core services
01
Visualisation
KPI-first dashboards designed around your reporting questions with a clean data model, agreed definitions, and a structured handover.
02
Data foundations
We standardise your source files and build a reliable data model so reporting refreshes consistently without manual intervention.
03
Workflow efficiency
Eliminate manual exports and copy-paste workflows. We automate data flows so your team focuses on insight, not admin.
04
Strategic clarity
Define what to track, how to calculate it, and which tool fits your setup before building anything.
05
Ongoing partnership
Maintenance, KPI additions, and incremental improvements so dashboards and automations stay useful long after handover.
In detail
Every engagement is scoped and priced clearly before work starts. Here is what you can expect from each in practice.
Dashboard build
The right fit when reporting still depends on pulling numbers from several places each month. The goal is a dashboard structure in Power BI or Tableau that helps leadership and delivery teams see the same numbers, understand the same KPIs, and make decisions faster.
Data clean-up and automation
Most reporting problems start with the data, not the dashboard. We clean up your source files, build a SQL data model, and automate the flow so your reports update on schedule with no spreadsheet patching, no manual exports, no fire-fighting.
Ongoing support
As services, products, and priorities change, reporting needs change too. Ongoing support ensures dashboards stay useful, KPI logic stays current, and automations keep running without needing a new project every time.
How we work
We look at your current reports, tool stack, and data sources then give you an honest recommendation before any work begins.
A written proposal with a fixed price, clear timeline, and agreed deliverables. No surprises.
Data clean-up, modelling, dashboard build, and automation setup with structured check-ins throughout.
Walkthrough, documentation, and optional ongoing support so everything keeps working after delivery.
FAQ
Yes. We work across both. The choice depends on your existing licences, team preferences, and reporting needs. We recommend the best fit during the free data review.
Usually a sample of your current reports or data exports, an outline of the KPIs you care about, and a sense of who will use the dashboard. The free data review defines the right starting point.
Yes. We can automate Excel-based workflows before you move to a full SQL or cloud solution. Many teams start here and scale later.
No. If you are not already using either, we can advise on setup, licensing, and the most sensible way to begin based on your reporting needs and budget.
Most dashboard builds are delivered within two to four weeks of scope being agreed, depending on data quality and complexity. Automation projects vary. You will always have a clear timeline before anything starts.
Pricing depends on scope, number of data sources, tool complexity, and whether automation or ongoing support is needed. You receive a written proposal before any work begins.
Next step
Share a sample of your current reports and we will identify the simplest, highest-value way to improve your reporting setup, whether that means Power BI, Tableau, SQL, or smarter automation.
No obligation · Edinburgh based · SME specialists
