Business Intelligence and management control
We don't sell dashboards. First we help you decide what your leadership should measure to execute strategy. Then we build it into screens connected to your ERP that update themselves.
A dashboard without a framework is just decoration
Most Business Intelligence projects start backwards. Someone says "we need a dashboard", they hire a Power BI developer, connect the data, make pretty charts, and deliver. Three months later, no one opens it.
The problem isn't technical. It's that nobody stopped to ask, before starting, what decisions we want to make better, what numbers really matter, and who is going to use this and for what.
What I hear when I arrive at a company:
- ✗ "We have a dashboard but nobody uses it"
- ✗ "Each area measures different things and they never match"
- ✗ "Financial close takes weeks, and by the time it arrives the information is already old"
- ✗ "The GM asks for a number and nobody knows where to get it"
- ✗ "Every board meeting starts debating the numbers instead of deciding"
If any of this sounds familiar, the problem isn't technology. It's your management framework.
How we work: two phases
We start with the business, not the technology. Strategic advisory first, technical implementation second. Both are part of the same service, but each has its own discipline.
Strategic KPI advisory
Before opening Power BI or connecting data, we answer the fundamental question: what decisions does your leadership need to make better and faster? This phase is pure consulting, centered on strategy and management control.
Diagnosis of current management model
How you make decisions today, what information you use, how long it takes to arrive, what's missing. I identify blind spots.
KPI framework design
The 5 to 7 indicators per area that connect with your strategic goals. Balanced Scorecard, OKRs or hybrids, depending on your company.
Thresholds and alerts
For each KPI: target, tolerance threshold, and alert. Management by exception. You only worry when worry is needed.
Strategic advisory
If you're measuring the wrong things or your incentive model contradicts your KPIs, I'll tell you. 15 years designing management control systems in the financial industry.
Technical dashboard implementation
With the KPI framework defined, we connect the data and build the screens. Dashboards that update themselves, without anyone building a spreadsheet.
ERP and data source integration
Softland, SAP Business One, Dynamics 365, and vertical platforms (VetPraxis, Cloudbeds, iHotelier). If your ERP doesn't have a modern API, we build the extraction layer.
Dimensional model and SQL views
We build managed SQL views as an intermediate layer. That isolates the model from future ERP changes and keeps the code maintainable.
Visual design and construction
Power BI or Looker Studio, depending on your context. A dashboard understood in 10 seconds beats a pretty one that needs a manual. Quick prototypes and validation before building.
Refresh automation and training
Daily or weekly automatic refresh as needed. We train your team to read, interpret, and act on the data.
Tools we use
Power BI
The standard option for most Chilean companies. If you already have Microsoft 365, you probably have licenses.
Best for: Microsoft stack, financial and operational reporting, teams that need to create their own reports.
Looker Studio
Google's free alternative. Good for teams already in Google Workspace or who prefer not to pay licenses.
Best for: SMBs without Microsoft licenses, Google Analytics integrations, web and marketing reporting.
Streamlit
For dashboards that need complex logic, simulations, or predictive models. Data web apps beyond charts.
Best for: custom applications, complex models, tech-forward companies.
Which is best? Depends on your context. We have no favorites. We use what makes most sense for your situation, budget, and team. We work with common Chilean ERPs (Softland, SAP B1) and vertical platforms (VetPraxis, Cloudbeds, iHotelier, automotive DMS systems).
What the service includes
KPI framework tailored to your industry
Indicators that connect with real decisions, not vanity metrics. Balanced Scorecard, OKRs, or hybrid models.
P&L, cash flow, and budget connected from your ERP
Financial information updated without depending on anyone building a spreadsheet. Monthly close in hours, not weeks.
Financial models: projected cash flow, margin analysis, breakeven
Not just seeing what happened, but projecting what's coming. Models that update with real data.
Power BI or Looker Studio dashboards with automatic refresh
Separate views for leadership, operations, and partners. Daily refresh without anyone lifting a finger.
Thresholds, targets, and alerts for management by exception
The system alerts you when something needs attention. You don't have to review 20 reports to find the problem.
Documentation, source code, and team training
Everything stays with you. No vendor lock-in. Your team can maintain and adjust what we build.
Real examples
Real estate group with 7 entities
Full financial model integrating Softland (accounting), Cloudbeds (bookings), banking APIs, and real-time exchange rate data. Consolidated cash flow, margin per business unit, and alerts when something goes outside parameters.
Result: monthly close went from more than a week to one day. Partners receive an automatic weekly email with key indicators across the 7 entities.
Chilean industrial paints manufacturer on Softland
Dimensional model over Softland with 4 dimensions, 10 facts, and 23 DAX measures. Seven Power BI pages covering Sales and Margin, Collections, P&L, Balance Sheet, Margin Detail, Inventory, and Restocking Alerts.
Result: production reporting replaced the manual monthly cycle. SKU-level sales forecast under evaluation for phase two.
Hospitality operation with Cloudbeds, accounting, and external sources
Integration of 4 sources into a unified Power BI model with automated refresh. Occupancy, booking lead time, revenue per room, per-unit profitability, and actual vs projected cash flow.
Result: full operational and financial visibility for partners. Pricing decisions backed by real-time data.
Frequently asked questions
Can I hire only one phase?
The complete service is more valuable (the KPI advisory translates directly to the dashboards), but yes, it's possible. If you already have dashboards and want to rethink what to measure, we start with Phase 1. If you already know what to measure and need implementation, we start with Phase 2.
How long does the complete service take?
Typically 6 to 10 weeks. Phase 1 takes 2 to 3 weeks (diagnosis + KPI framework). Phase 2 takes 4 to 7 weeks (ERP connection, dimensional model, dashboards, and automation). The slowest factor is usually getting access to the data and cleaning it.
Does it work with my ERP?
We work with Softland, SAP Business One, Dynamics 365, and vertical platforms common in Chile (VetPraxis, Cloudbeds, iHotelier, automotive DMS systems). If your system has a database or generates exportable files, we can connect it. If the ERP has no modern API, we build the extraction layer.
What's the difference vs hiring a Power BI developer?
A Power BI developer builds what you ask for. We help you decide what to ask for. The difference is 15 years designing management control systems inside a bank's investment holding. We don't deliver charts, we deliver a system that connects strategy to execution.
Who maintains the dashboards afterwards?
Your team, if they have capacity. We train them to make minor adjustments. For major changes or technical issues, we offer monthly engagement (contracted hours or fixed SLA service). All code and documentation stay with the client, no lock-in.
Need to go from seeing data to deciding with data?
Let's talk about your situation. I'll tell you if working together makes sense and what the process would look like.