Your ERP has the data. Your finance team is still working in Excel.
Most BI problems aren’t technology problems. They’re translation problems. The data exists in D365 F&O — but it isn’t structured for decision-making, reports contradict each other across departments, and nobody fully trusts the numbers.
What makes this hard to fix is that it requires someone who understands four things at once: the business context, the underlying data model, the D365 F&O system, and what finance and operations actually need from a report.
Where I typically get called in?
- D365 F&O is live but reporting is still done manually in Excel
- Reports are inconsistent across departments — nobody trusts the single source of truth
- A D365 F&O implementation is underway and BI needs to be built alongside it
- Dashboards exist but don’t answer the questions finance and operations actually ask
How do I approach this?
Acting as a strategic bridge between business and IT, I leverage my finance background to discover ‘as-is’ states, identify structural gaps, and lead end-to-end system integrations from functional analysis to data optimization – to drive organizational transparency and efficiency.
Diagnose the real problem
I start by understanding the business — not the system. Using structured discovery techniques, I identify the root causes of reporting failures and process gaps before touching any technology
Design the data model
I define the rules of the road — data standardisation, ownership, and governance — and engineer a data model that is robust for future system updates but easy for finance users to navigate.
Build reporting that actually gets used
I build Power BI dashboards and reporting suites that go beyond generic KPIs — designed around the specific operational and financial drivers that matter to your business.
Transfer the knowledge
I coach your team so they can maintain, evolve, and build on what we create together. The goal is capability, not dependency.
What you walk away with?
- BI dashboard suite tailored to your operations
- Clear data lineage from D365 F&O through to your BI reports — documented and understood by your team
- Training and documentation so the solution sticks
- One source of truth your finance team actually trust