Fix messy reporting before building another dashboard.

Quanta Meridian helps teams review, rebuild, and document dashboard and KPI reporting across operations, compliance, finance, and workforce analytics. Power BI is one delivery tool—the focus is on usable reporting.

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Service Focus

Practical reporting support for teams that need clearer dashboards, not generic automation promises.

Compliance and assurance reporting

Operations performance dashboards

Finance and KPI dashboards

HR and workforce analytics

Excel, CSV, SharePoint, and SQL-backed reporting

Documentation and handover

Choose the route that matches your reporting problem

Each service maps to a common reporting challenge. These routes are starting points for a scoping conversation, not fixed products clients must choose exactly as shown.

Problem

We already have reports, but they are messy

Solution

Dashboard Review & Improvement

Problem

We need one clear dashboard for a priority area

Solution

Starter Dashboard Build

Problem

We need a fuller reporting pack

Solution

Professional Dashboard Build

Problem

We need to standardise reporting across a process or function

Solution

Analytics System / Multi-Page Dashboard

Not sure where to start?

A short diagnostic can clarify the right route.

For teams unsure where to start, Quanta Meridian can begin with a short reporting diagnostic: reviewing the current reporting pack, data sources, KPI definitions, manual steps and handover risks before recommending the right build.

Service packages

Each service is scoped around source complexity, dashboard pages, reporting audience, and documentation needs.

Scoped review

Dashboard Review & Improvement

scoped after asset review

A focused review for teams with an existing dashboard, Power BI report, or spreadsheet pack that needs clearer measures, cleaner layout, stronger trust, or better handover notes.

Best for

Existing Power BI reports
Manual Excel reporting
Dashboards that are hard to trust
Reporting packs that need a clearer structure

Typical inputs

Existing Power BI reports
Excel workbooks
CSV exports
Screenshots or report links
Known pain points

Typical outputs

Improvement review
Prioritised backlog
Quick-win fixes where in scope
Documentation notes

Included

Dashboard and metric review
Data-source and refresh risk review
Usability and layout recommendations
Maintainability notes

Scope notes

A full rebuild is scoped separately if the existing report needs more than targeted improvement.
Access to the current report assets is needed for a useful review.
Source data clean-up can be added once the underlying issues are clear.

Scope a dashboard review

Starter build

Starter Dashboard Build

based on source complexity

A compact build for one priority reporting need, often turning scattered spreadsheets or exports into a clearer dashboard process.

Best for

Single-team reporting
One-page KPI views
Replacing a manual tracker
Early-stage reporting structure

Typical inputs

Excel files
CSV exports
SharePoint lists
Simple SQL extracts
Metric definitions

Typical outputs

One focused dashboard
Core KPI model
Basic filters
Handover notes

Included

Source review
Basic cleaning and shaping
Dashboard layout
Core DAX or calculated fields
Short handover

Scope notes

Best for a focused reporting need rather than a large connected platform.
Larger refresh, deployment, and security requirements can be scoped once the data sources are clear.
Publishing depends on the available Power BI environment and access model.

Scope a starter build

Professional build

Professional Dashboard Build

scoped after discovery

A fuller dashboard build for teams that need multiple pages, agreed measures, and clearer reporting governance.

Best for

Compliance and assurance reporting
Operations performance dashboards
Finance and KPI reporting
HR and workforce reporting

Typical inputs

Excel and CSV exports
SharePoint lists
SQL tables
Business system exports
Existing management packs

Typical outputs

Multi-page dashboard
Reusable data model
Documented measures
Review-ready visuals
Handover documentation

Included

Data model design
Power Query transformations
DAX measures
Report page design
Testing notes
Documentation and handover

Scope notes

Metric definitions need to be agreed before the dashboard can be trusted.
Heavy data engineering may need a separate phase.
Live refresh depends on source system and tenant access.

Scope a professional build

Custom scoped build

Analytics System / Multi-Page Dashboard

scoped after discovery

A larger reporting build for teams that need connected dashboard pages, repeatable refresh logic, documentation, and clearer reporting ownership.

Best for

Multiple reporting audiences
Cross-functional KPI packs
Teams standardising recurring reporting
Dashboards needing stronger documentation

Typical inputs

Multiple spreadsheets
SQL datasets
SharePoint lists
Business system exports
Existing reporting packs and process notes

Typical outputs

Multi-page reporting system
Structured source model
Refresh and handover notes
Documentation pack
Backlog for future phases

Included

Discovery and reporting blueprint
Model and transformation design
Multiple dashboard pages
Quality checks
Documentation and handover support

Scope notes

Delivery depends on source access and data quality.
Deployment, permissions, and refresh setup require access to the client environment.
Major upstream data fixes may need separate work.

Scope a system build

What Affects Scope

Commercial scope is confirmed after source review rather than promised from a generic menu.

Number and condition of data sources

Metric definitions and stakeholder alignment

Excel, SharePoint, SQL, or web delivery needs

Refresh, access, and deployment requirements

Documentation, handover, and support expectations

Whether source data needs cleaning before reporting work can start

Engagement size is confirmed after reviewing the data-source condition, number of dashboard pages, refresh requirements, documentation needs, and handover expectations.

What the examples are and are not

Portfolio examples support the service discussion without pretending to be client case studies.

Portfolio examples use safe demo data to show reporting structure, dashboard design, data quality, and handover approach. They are not client projects and do not include live business data. Larger refresh, security, deployment, and automation work can be scoped once the source systems are understood.

Delivery Shape

A simple delivery flow keeps the work grounded in requirements, source quality, and handover.

Discovery

Clarify users, decisions, source systems, and success criteria.

Source review

Inspect files, fields, refresh risks, data quality, and reporting gaps.

Build and review

Create the dashboard, measures, visuals, and documentation iteratively.

Handover

Provide notes, known limitations, and optional support recommendations.

Next Step

Start with the reporting problem and the data you already have.

Scoping preparation

Describe your dashboard or reporting need

Share the business question, current data sources, desired output, and timeline. Do not send confidential data in the first message.