Reporting
Customized, Timely Systems Reporting
REPORTING SERVICES
Enabling decision making with accurate and timely data
Dashboard reporting
The initial step of data analysis is ensuring that data is correctly being tracked and collected. We analyze your operation’s data tracking as a whole, we then present this data in a digestible, meaningful, and succinct manner. Shareholders, your company, and your stakeholdersall benefit from this straightforward method of analyzing and presenting Key Performance Indicator summaries and trends.
Departmental reporting
To align business goals with departmental outcomes, we use management’s goals as a basis for our department reporting. To do so, we extract and analyze data from your ERP, MRP, CRM, and financial systems. Our detailed analyses lead to your knowledge-based decisions.
Executive/board level reporting
As operators and managers with decades of global experience in a range of industries, we understand that each unique business requires customized reporting outputs. We take care to present concise, relevant financial performance results and data in meaningful ways (including easy-to-read slide decks and spreadsheets) so that executive management, your board, shareholders (and ultimately, the entire company) can absorb your data and comprehend your financial status, trajectory, and opportunities.
Internal dashboard reports
It is crucial that your business internal reports articulate the nuances and specificities of your operations and its data: only through this articulation can all areas of the business––finance, customer service, engineering, manufacturing, human resources, sales, marketing, and technical support––operate at maximum efficiency. We summarize and trend your Key Performance Indicators in a manner that all departments within your organization (and your shareholders) can appreciate.
Financial statement preparation and analysis
Accurate and timely financial statements are key to establishing a cadence with your operations. We work alongside your internal accounting team to improve necessary processes and enable a faster, more accurate set of monthly financials. This timely reporting will facilitate better decision-making by management and ensure open communication with all stakeholders.
consulting success with laneopx
client achievements are a testament to our value
Bob has a proven ability for change management. He is quick to identify problems and implement sustainable solutions that enable operationally challenged companies to be successful. Bob was a key member of the operational diligence team when exploring the acquisition of RTI Electronics from Intricon Corporation (NASDAQ: IIN). After the transaction closed, Bob provided management stability and implemented a first 90 day plan focused on optimizing business processes, implementing lean operations and improving product quality. He delivered bottom line results and was a catalyst for cultural and performance improvement throughout the business.
Benjamin Goodman
Investment Professional, Shackleton Equity Partners