Your ERP has the data. Your finance team is still working in Excel.
ERP systems contain enormous amounts of information. But having the data is not the same as having information you can actually use.
I help bridge that gap — combining finance knowledge, Dynamics 365 F&O experience and data analytics to turn ERP data into reliable, decision-ready information.
Where I typically get called in?
- Reporting still lives in Excel. D365 F&O is live but reporting is still done manually in Excel
- Nobody fully trusts the numbers. Departments report different figures for the same KPI and there is no clear single source of truth.
- ERP implementation, reporting gap. A D365 F&O implementation is underway, but the management reporting and BI layer still needs to be designed.
- Dashboards exist, but answers don’t. Reports look good but don’t actually answer the questions finance, operations or management need to make decisions.
How do I approach this?
The reporting tool is rarely the starting point. The business question is.
Before building anything, I first understand what finance and management are trying to know, why the current reporting does not answer it and where the underlying data comes from.
From there, the solution is built backwards from the decision you need to make.
Diagnose the real problem
What question is the business actually trying to answer? What is wrong with today’s process, data or report?
I map the current situation and separate the underlying issue from the symptoms.
Define the Needs and Design Solutions
Once the question is clear, I identify the relevant D365 F&O data, definitions and relationships required to answer it consistently.
The objective is not simply to extract data — it is to create a structure finance can trust.
Build reporting that actually gets used
Reports and dashboards are designed around decisions, not around what happens to be available in the database.
The result should make it easier to understand performance, investigate deviations and act.
Transfer the knowledge
A solution should not depend on the consultant who built it.
I document the logic, explain the model and make sure your team understands how the reporting works and how to maintain it.
What you walk away with?
- Reporting that answers real business questions
- One consistent view of the numbers
- A transparent link from ERP to report
- A solution your team understands
Still spending too much time getting the numbers instead of using them?
Tell me where reporting is breaking down. I’ll help you work out whether the issue is the data, the system, the reporting model — or something else.