Header — Strategic Edge Solutions
Data Analytics Services UK — Power BI, Tableau & Business Intelligence | Strategic Edge Solutions
Data Analytics & Business Intelligence

Your Data Is Talking.
Most Businesses
Aren't Listening.

You are sitting on a goldmine of data across your CRM, sales systems, marketing platforms, and finance tools. We connect it, visualise it in Power BI and Tableau, and turn it into decisions — not just reports.

Power BI Tableau Business Intelligence Predictive Analytics Data Warehousing SQL & Python ETL Pipelines
Business Intelligence Dashboard
£2.4m
Annual revenue
+34%
YoY growth
£142
Avg. order value
68%
Gross margin
4.2×
Customer LTV ratio
92%
Forecast accuracy
Revenue by region — Q4
Customer acquisition trend — 12 months
What We Do

Every Data Analytics
Service Your Business Needs.

From connecting your first data source to building enterprise-grade business intelligence — we cover the full analytics stack.

01
📊

Power BI Dashboards

Custom Power BI reports and dashboards connecting every data source your business uses — sales, finance, marketing, operations, and HR. Built with DAX measures, calculated columns, and drill-through pages so your team can explore data at any level of detail without waiting for a report.

Power BI DesktopPower BI ServiceDAXPower QueryRow-level security
02
🎨

Tableau Visualisations

Complex, visually rich dashboards and data stories in Tableau Desktop and Tableau Public. Ideal for businesses with sophisticated visualisation requirements — geographic maps, scatter plots, cohort charts, and custom calculated fields. Published to Tableau Server or Tableau Cloud for team-wide access.

Tableau DesktopTableau ServerLOD calculationsTableau Prep
03
🏗️

Data Warehousing & ETL

We design and build the data foundation that makes reliable analytics possible — data warehouse architecture, ETL pipelines that pull from multiple sources into a single clean dataset, and data modelling that reflects your actual business logic. Built in Azure, AWS, or Google Cloud depending on your existing infrastructure.

Azure SynapseBigQuerySnowflakedbtApache Airflow
04
🔮

Predictive Analytics

Statistical models and machine learning that forecast future outcomes — revenue forecasting, customer churn prediction, demand planning, and customer lifetime value modelling. Built in Python or R, deployed as automated reports that update on a schedule so your team always has forward-looking insight without manual intervention.

PythonRScikit-learnTime seriesRegression models
05
🔗

Data Integration & Connectors

Connecting your business systems so data flows cleanly into your analytics layer — CRM to warehouse, ERP to BI tool, marketing platforms to dashboards. We integrate Salesforce, HubSpot, SAP, Dynamics 365, Shopify, Google Ads, Meta Ads, and virtually any system with an API or exportable data.

SalesforceHubSpotSAPAPI connectorsZapier / Make
06
📋

KPI Reporting & Governance

Defining the right KPIs for your business — not vanity metrics, but the indicators that genuinely measure commercial performance. We build a KPI framework, document definitions so every team uses the same numbers, and build a single source of truth dashboard that becomes the standard for all business reporting.

KPI frameworkData dictionarySingle source of truthExecutive reporting
Our Toolkit

The Right Tool
for Your Data.

Platform choice is always based on your infrastructure, team, and data complexity — not what we find easiest to build. Every recommendation comes with a written rationale.

📊
Microsoft Power BI
Best for Microsoft-stack businesses
Tightly integrated with Excel, Azure, Dynamics 365, and the full Microsoft 365 ecosystem. The most cost-effective enterprise BI tool — included in many Microsoft 365 licences your team may already hold. DAX is powerful once learned, and Power Query handles most transformation needs without code.
Ideal when: your team uses Excel heavily, your data lives in Azure or SQL Server, or you need row-level security for different user groups.
🎨
Tableau
Best for visual complexity & exploration
The most flexible visualisation platform available — capable of chart types and interactivity that Power BI cannot match. Level-of-detail calculations and Tableau Prep make it the tool of choice when data exploration is as important as standardised reporting. Requires Tableau Server or Cloud for team sharing.
Ideal when: your analysts need to explore data freely, you require complex geographic or statistical visualisations, or you work with very large datasets.
🐍
Python
Predictive models & automation
🗄️
SQL
Data querying & transformation
❄️
Snowflake
Cloud data warehouse
☁️
Azure / AWS
Cloud infrastructure
Our Process

From Raw Data
to Clear Decisions.

Every engagement follows this process. No phase is skipped. You always know where we are and what is being built.

Phase 1 · Week 1

Data Discovery & Audit

We map every data source in your business — CRM, ERP, marketing platforms, finance systems, spreadsheets. We assess data quality, identify gaps and inconsistencies, and document the current state before designing any solution. Most businesses have better data than they think — it is just scattered.

Data source mapQuality assessmentGap analysis
Phase 2 · Week 1–2

KPI & Requirements Definition

We work with your leadership team to define the specific questions your analytics must answer — not what metrics look interesting, but what decisions you need data to support. Every dashboard we build starts with a list of specific business questions it must answer. This prevents the most common BI failure: building dashboards nobody uses.

KPI frameworkRequirements docUser stories
Phase 3 · Week 2–4

Data Modelling & Pipeline Build

We connect your data sources, clean and transform the data, build the underlying data model that powers your dashboards, and automate the refresh schedule so everything updates without manual intervention. If a data warehouse is needed, we design and build it here — typically in Azure Synapse, BigQuery, or Snowflake depending on your stack.

ETL pipelineData modelAutomated refresh
Phase 4 · Week 4–6

Dashboard Design & Build

Dashboards built in Power BI or Tableau against the KPI requirements defined in phase 2. Every chart type chosen because it is the best way to answer the specific question — not because it looks impressive. We build iteratively with your team, presenting work-in-progress for feedback before finalising.

Power BI / TableauIterative reviewMobile views
Phase 5 · Week 6–7

Testing, Training & Handover

All dashboards tested against source data. User acceptance testing with your team. Training session for all users — not just administrators. Documentation covering how to use the dashboards, how to refresh data manually if needed, and how to interpret every metric. You are fully self-sufficient after handover.

UAT testingUser trainingDocumentation
Phase 6 · Ongoing

Monthly Support & Evolution

Your analytics needs will grow. New data sources, new KPIs, new business questions. Our retainer covers monthly dashboard maintenance, new report builds, data model updates, and a review session each month to interpret trends and identify what the data is telling you — and what to do about it.

MaintenanceNew reportsMonthly review
What You Receive
Every engagement delivers these specific, documented outputs — fully owned by you.
🗺️
Data source map & audit report

Every system documented, quality issues flagged, integration plan written

📐
KPI framework document

Agreed metrics, definitions, owners, and targets — your single source of truth

🔗
Automated data pipelines

Data flowing from source systems into your analytics layer on a schedule

📊
Power BI or Tableau dashboards

Built to your KPI requirements, tested against source data, mobile-ready

📖
Full documentation

Data dictionary, dashboard user guide, refresh instructions — all written

🎓
Team training session

All users trained, questions answered, team self-sufficient from day one

Industries We Serve

Analytics Across
Every Sector.

Retail & E-Commerce

Sales performance, inventory, and customer LTV in one view

Connect Shopify, WooCommerce, or your ERP with Google Ads, Meta Ads, and email data. See which products are growing, which customers are churning, and which channels are driving profitable revenue — not just revenue.

+34%
Revenue identified
−28%
Reporting time saved
Professional Services

Pipeline, utilisation, and profitability per client and team member

CRM data combined with time-tracking and financial systems to show project profitability, team utilisation, and pipeline health. Know which clients are most valuable, which projects are underperforming, and where your capacity constraints are — before they become problems.

92%
Forecast accuracy
+19%
Margin improvement
Manufacturing & Operations

Production KPIs, quality metrics, and supply chain visibility

ERP and production system data visualised in real time — OEE (Overall Equipment Effectiveness), defect rates, supplier performance, and inventory turnover. Operational dashboards that plant managers and board members can both use effectively.

−22%
Waste reduction
+41%
On-time delivery
Financial Services

Portfolio performance, risk exposure, and client reporting

Complex financial data made navigable — portfolio performance by asset class, client-level P&L, regulatory reporting, and risk exposure dashboards. Built with row-level security so each relationship manager sees only their clients' data.

4hrs
Saved per report
100%
Reporting accuracy
Healthcare & Life Sciences

Patient outcomes, operational efficiency, and resource planning

GDPR and data governance-compliant analytics for healthcare providers — bed occupancy, patient pathway analysis, staff utilisation, and outcome metrics. Built with the data security requirements of healthcare in mind from day one.

+18%
Bed efficiency
−31%
Admin time
SaaS & Technology

Product usage, churn prediction, and MRR/ARR analytics

Product analytics combined with CRM and subscription data to show MRR, ARR, churn rate, NPS trends, feature adoption, and customer health scores. Churn prediction models that flag at-risk accounts before they cancel — not after.

−44%
Churn reduction
+27%
Expansion revenue
How We Are Different

What We Do That
Most Analytics Teams Don't.

01

We start with your questions, not your data

Most BI projects fail because they start with available data and build dashboards from it. We start with the specific business decisions you need data to support — then build backwards to the data required.

02

We document everything — data dictionary included

Every metric defined. Every calculation documented. Every data source recorded. You will never be in a position where only one person understands how your dashboards work.

03

We test against source data, not just visual output

Every number in every dashboard is verified against the source system before delivery. A dashboard that looks right but shows wrong numbers is worse than no dashboard at all.

04

We train your team properly

A dashboard no one uses is a failed project. We train every user — not just the administrator — so your team is confident and self-sufficient from day one of going live.

05

GDPR and data governance built in

UK GDPR compliance considered at every stage — data retention policies, row-level security, access controls, and data minimisation. Particularly important for healthcare, financial services, and HR analytics.

06

You own everything from day one

Every dashboard, every data model, every pipeline — built in your accounts, transferred completely on handover. No lock-in, no proprietary formats, no dependency on us to access your own data.

Questions

Data Analytics FAQ

Power BI is the right choice for most businesses already in the Microsoft ecosystem — it connects natively to Excel, Azure, SharePoint, and Dynamics, is included in many Microsoft 365 licences, and handles most BI requirements at a lower total cost. Tableau is the right choice when your team needs to explore data freely, when you require complex geographic or statistical visualisations, or when your data lives outside Microsoft systems. We give you a written recommendation based on your specific situation — and we are equally proficient in both.
This is one of the most common engagements we take on. Unused dashboards almost always have the same cause: they were built from available data rather than from the specific questions decision-makers need answered. We audit your existing dashboards, interview the people who should be using them, understand what questions they actually need answered, and redesign the dashboards around those questions. We also assess whether the underlying data model is solid — often unused dashboards are also inaccurate ones.
Yes. Connecting disparate data sources is one of the core challenges in business analytics — and one we handle routinely. We can connect SQL databases, cloud platforms (Azure, AWS, GCP), SaaS applications (Salesforce, HubSpot, Shopify, SAP), flat files (Excel, CSV), and marketing platforms (Google Ads, Meta Ads, GA4). Where native connectors do not exist, we build API integrations or ETL pipelines. We document every connection so your team understands the full data flow.
A single-source dashboard with no data modelling work typically takes 1–2 weeks. A multi-source project with ETL pipeline build and a data warehouse takes 4–8 weeks. An enterprise-grade BI solution connecting 5+ systems with complex data modelling and predictive analytics takes 8–16 weeks. Timeline is agreed in the project brief and communicated proactively throughout. We never miss a deadline without flagging it in advance.
Yes — training is included in every project, not an optional extra. We run a structured training session for all dashboard users covering how to navigate the dashboards, how to interpret each metric, how to filter and drill through to underlying data, and what to do if something looks wrong. We also provide written documentation for reference afterwards. Our goal is for your team to be fully self-sufficient from day one — not to create dependency on us.
A dashboard is a real-time or near-real-time visual display of KPIs — designed to be checked regularly and used for ongoing monitoring. A BI report is a structured, typically scheduled output that analyses a specific question in depth — often used for periodic decision-making (monthly board pack, quarterly performance review). Most analytics engagements need both: operational dashboards for day-to-day monitoring and scheduled reports for strategic decision-making. We design both, and we make sure each is built for its specific purpose.

Stop Guessing.
Start Knowing.

Book a free 45-minute data audit. We will review your current data landscape, identify the highest-value analytics opportunities, and give you an honest view of what it would take to build a BI solution that your team will actually use.