Custom group management reporting portals

A board pack has a moment when it closes

A group prepares a monthly review of its business. Each subsidiary hands in a summary of results and a manager's comment, the financial controller checks completeness, and the secretariat sends the material to the participants. The next day one subsidiary corrects its report, and the person preparing the meeting has to work out who is reading the earlier figures and whether the supplement reached everyone.

In the proposed portal, the controller sees which materials went into the pack that was sent. The corrected document goes to the same meeting as a supplement, with a note on the material it replaces. For a subsidiary, the portal is a simple place to hand in material and check what is missing, and for the controller a cross-section of all subsidiaries: which reports are ready, who is responsible for a gap and whether the pack can be closed.

What it costs and when it pays back

The count covers the work around a case: searching, reading, writing and handing over. What remains is the time to check the result, 20% of today's work in the scenario. Before the quote, we measure both times on 20 to 100 cases the team has already handled, in a free test that takes 5 working days.

The scenario assumes 60 documents a month, for example from 10 subsidiaries with a few documents each per meeting. When the history moves, earlier packs help, in a form that lets you reconstruct what the participants received.

Your current report and how it is shared

If it is only about delivering a report regularly, start with your BI tool: Power BI offers email subscriptions to reports and dashboards. An extra flow makes sense when the pack also covers comments, presentations and documents from several systems, and someone has to confirm it is ready. A scope of your own is justified when the way meetings are prepared is fixed, and staff rebuild the same chain of responsibility by hand in every cycle. The calculations can stay in BI, and the documents in the repository.

Where to start

We start the conversation with one cycle of preparing a meeting. Gathering the sources and spotting an incomplete period are described in reporting automation, and the portal adds the pack for a specific meeting and visibility of supplements. We build this kind of rollout as part of AI applications. For the free analysis, a description of one case from recent weeks and of the tools it passed through is enough. You do not need to send confidential documents, and you get a written plan within 2 working days.