First conversation
What needs fixing.
Diagnostic route
Improve the reporting lifecycle before choosing the tool.
Quanta Meridian reviews how the current report is prepared, where the figures come from, what needs checking and what should be documented before recommending the next practical step.
Current files and routine
Files, owners and updates.
Measure definitions
Agreed KPIs.
Source checks
Refresh, gaps and reconciliation.
Recommended next step
What to fix first.
Build or improvement
Build and hand over.
Service routes
Three practical entry packages, with focused support where needed.
The diagnostic identifies the first fix. Workbook rebuilds make monthly updates safer to run. Review pack work makes the figures easier to discuss, trust and hand over.
Current files and routine
Workbook routine
Definitions and owner notes
Review and handover
Identify the first fix
Reporting Lifecycle Diagnostic
- Useful when
- Reports, workbooks or review packs are difficult to refresh, explain, trust or hand over.
- Lifecycle focus
- Source, Prepare, Define, Check, Review.
- Client receives
- Current route map
- First-fix priority
- Practical improvement path
Make monthly updates safer
Workbook & Power Query Rebuild
- Useful when
- Recurring spreadsheet or Power Query routines involve manual updates, fragile steps or hidden logic.
- Lifecycle focus
- Source, Prepare, Check, Handover.
- Client receives
- Cleaner workbook route
- Refresh checks
- Update and handover notes
Make the pack easier to trust
Review Pack & Reporting Assurance
- Useful when
- Packs or recurring outputs need clearer decisions, visible checks, exception prompts, owner responsibilities and handover.
- Lifecycle focus
- Define, Check, Review, Handover, Use.
- Client receives
- Clearer review structure
- Exception and source confidence notes
- Owner and handover notes
Current files and routine
The route is chosen from the evidence, not the tool.
Services are shaped around what the report needs to support, how the figures are prepared and where the current routine is slow, unclear or difficult to hand over.
Files and reports
Excel workbooks, CSV exports, Power BI reporting views, review packs and trackers.
Source review
Refresh logic, reconciliation points, missing values, manual fixes and quality concerns.
Definitions
KPI rules, assumptions, thresholds, ownership and commentary expectations.
Maintenance needs
Update notes, responsibilities, review cadence and what someone else would need to maintain.
Root cause and reporting design
Design the fix around the people who run and review the report.
The useful fix depends on what already exists, where the routine is breaking down and who has to run, review and explain the result.
Sometimes that means improving a messy workbook. Sometimes it means giving an unclear review pack a better shape, or creating a simple routine where nothing reliable exists yet. The aim is to leave the team with something easier to update, test, explain and use for decisions.
Find the root cause
Where the routine slows down, breaks or becomes unclear.
Fit the organisation
How people review, maintain and hand over the work.
Pick the right format
Workbook, review pack, SQL, Power BI or documentation.
Make it usable
A report the team can update, test and explain.
What clients can expect
Practical deliverables, matched to the route.
Depending on the route, the work may produce a short review note, a clearer update routine, an improved workbook or report, or documentation that makes the figures easier to maintain and hand over.
Issue summary
A plain-English summary of what is slow, unclear or difficult to hand over.
Current files and routine
A view of files, exports, owners, refresh steps and review points.
Source-file map
Where key fields come from and which checks may be needed.
KPI / measure dictionary
Definitions, calculation notes, owners, assumptions and limitations.
Source check points
Missing fields, duplicate records, refresh checks, reconciliation points or review flags.
Assumptions and limitations note
What should be explained before the figures are used in a meeting.
Refresh and update notes
How the report is prepared, updated and checked.
Maintenance notes
What another person would need to maintain the update routine.
Recommended next step
What to fix first, including whether Excel, Power Query, Power BI, SQL or documentation is appropriate.
Improved workbook or report
Where agreed, a clearer report, workbook or model with the supporting notes needed to maintain it.
Supporting work types
KPI definitions and reporting views can sit inside the three packages or become focused pieces of work once the question, source checks and review routine are clear.
KPI Dictionary & Definitions Pack
Useful when measure names, calculations, thresholds, source fields or owners need agreeing.
Define, Check, Review.Clarify KPI definitionsPower BI / Reporting View Build
Useful when the question, source checks and definitions are clear enough for a reporting view.
Prepare, Define, Review, Use.Build a reporting view
Next step
What shapes the next step.
Data condition
Source data may need cleaning, checks and clearer ownership before figures can be used.
Number of sources
Multiple files or systems increase mapping, reconciliation and documentation effort.
Refresh needs
Monthly manual updates differ from scheduled refresh, Power Query routines or SQL-backed preparation.
How the report is used
A simple KPI view and a wider review pack need different levels of modelling and notes.
Honest boundaries
Kept proportionate from the first conversation.
- No public prices; the route depends on the problem and data condition.
- No promised financial returns, automated claims or invented case-study results.
- No request for confidential, sensitive or client-identifiable data in the first enquiry.
- Power BI is available where useful, but Excel, Power Query, report packs or documentation may be the better first step.
First conversation
What needs fixing.
Current files and routine
Files, owners and updates.
Recommended next step
What to fix first.
Build or improvement
Build and hand over.
Recommended first step
Start with the issue that is slowing the review.
Send the current problem, the tools or exports involved, and the question the report needs to answer. The first job is to make the route clear before any larger build is agreed.