Key figures at a glance

Reporting

Gain quick and effortless insights into relevant company key figures by digitizing your reporting and optimize decision-making within the company.

  • Consulting & Software in Fusion
  • Customized reporting dashboard
  • More than 15 years of experience

Download checklist now
The reporting

The reporting

Do you know the feeling of having to search for relevant information in a confusing jungle of data? We know how frustrating that can be. In a world where data is abundant, it's crucial to see the wood for the trees. Numerous processes take place in your company every day, but without an up-to-date reporting process, valuable insights are often lost. We want to change that! Our customized reports are not just a collection of numbers - they are your personal navigators through the ocean of data.

Let your key figures speak for themselves

Our focus is on providing you with the relevant insights quickly and effortlessly. We rely on a modern, intuitive reporting solution that enables you to find the information that really matters. Because we believe that good reporting not only reflects the past, but also helps you shape the future. Ready for a fresh look at your reporting and modern reporting? Let's pave the way to better decisions together.

Let your key figures speak for themselves
Reporting in focus
In focus
Relevance and personalization in reporting

Reports should focus on the information relevant to the target audience. The ability to personalize dashboards allows you to see exactly the data you need to achieve your goals. Presenting data in a clear and understandable way is important to gain insights quickly and easily. The right visualizations and charts are key elements for effective reporting. We attach particular importance to uniform layout standards that are based on the IBCS guidelines, whereby the corporate identity must always be maintained. To this end, we recommend the development of an individual reporting style guide that meets your requirements and ensures a better flow of information within the company.

Liebetrau Adrian

Your expert for efficient reporting

Do you have questions about the technologies or would you like to discuss your reporting use case? Our expert Adrian Liebetrau has years of experience in digitalization projects and will be happy to talk to you without obligation.

Contact us now

Advantages of a reporting solution

  • Information consolidation: By integrating data from different sources, reporting enables a consolidated view of all relevant business data.
  • Data transparency: They create transparency about business processes and key performance indicators by converting data into easy-to-understand reports and dashboards.
  • Real-time information: Many modern reporting solutions offer the option of analyzing data in real time, which enables companies to react quickly to current developments.
  • Decision support: By providing meaningful analyses and visualizations in the reporting system, reporting solutions help managers and decision-makers to make well-founded decisions.
  • Increased efficiency: Automated reporting and analysis reduce the manual workload and allow employees to concentrate on strategic tasks.
  • Identifying trends and patterns: By analyzing large amounts of data, reporting solutions help to identify trends, patterns and deviations that might otherwise be overlooked.
  • Improve performance monitoring: Monitoring key performance indicators in real time enables companies to track performance in reporting, identify problems at an early stage and take appropriate action.

What are the challenges of reporting?

There are particular disadvantages in reporting if the company's data is presented in an inappropriate manner. These include, among others.

  • Incorrect, outdated or poor quality information
  • Inappropriate analyses and measures
  • Inadequate presentation and preparation of information

Definition: What is reporting?

Reporting plays an important role in supporting decisions at all levels and processes of corporate management, whether operational or strategic. In contrast to dashboards, which display data in real time, reporting summarizes and visualizes data for specific purposes. A report comprises various elements such as objects (e.g. customers), characteristics (e.g. customer group) and key figures (e.g. turnover). Linking these elements creates more comprehensive insights for the company and individual departments. The objects and characteristics can be summarized, grouped and sorted to provide a better overview in the report. A report is particularly informative for users if it integrates a company's planning figures.

What must a report contain?

The correct structuring of reports varies from company to company, depending on the specific requirements. These can arise from the company itself or be based on legal regulations.

There are a variety of standard reports, such as marketing, financial, sales, management, HR, purchasing and IT reports. These reports often include areas such as balance sheets, profit and loss statements and other key figures, such as social media marketing performance.

Why is reporting important?

For the reporting and management of the company, it is of the utmost importance that data is accessible and prepared in a meaningful way in order to keep an eye on performance at all times. Reporting and the information it contains serve internally as a source of knowledge for the company's management and all other departments (e.g. HR, Marketing or Controlling).

Reporting is also an effective tool for analyzing information. It forms the basis for effective and efficient evaluations, on which the management and development of strategies are based. Reporting is therefore essential both for operational activities and for strategic corporate management so that reliable decisions can be made.

How we develop your individual planning tool in 6 steps

Phase 1: Listening & understanding

In an initial consultation meeting, we analyze your specific challenges together. We look at where bottlenecks occur in your operational processes and identify hidden opportunities for optimization. Together, we develop solutions to make your operational business planning more efficient.

Phase 2: Planning & concept

In the second step, we look at how we can technically implement the ideas and strategies we have developed. At the end of this phase, you will receive a tangible proof of concept including a cost estimate for the development.

Phase 3: Technical implementation

Would you like to commission us as a specialist partner with the technical implementation of your planning tool? If so, our software experts will start their work now. We will keep you continuously informed of the latest progress throughout the entire process.

Phase 4: Briefing & handover

After a comprehensive quality check by our QA team, we implement your new operational planning system in your company (as a SaaS solution or in the cloud). From now on, you will benefit from a digital solution for integrated business planning with many intelligent functions that will make your life easier.

Phase 5: Training & education

Optionally, we offer regular training for you and your colleagues and employees. This ensures that you get the full potential out of your planning tool at all times.

Phase 6: Maintenance & further development

Our team will support you in further developing your business planning processes and adapting your software solution to the new circumstances.

This is Partake

This is Partake

  • Experience since 2007 in the areas of consulting & software development
  • Special expertise in the areas of corporate planning, finance, business intelligence & project management
  • Experience from over 800 successfully implemented digitization projects
  • Professional project management and agile development
  • Specialized in digitalization solutions for companies with complex structures

What our customers say

Student Services
Michael Dahlhoff | Managing Director

We chose Jochen Brühl (GF) and his team because I was impressed by their expertise from years of collaboration on previous projects. With the help of the low-code platform from their technology partner nedyx®, we can drive our digitalization roadmap forward.

Medium-sized mechanical engineering company
Jürgen J. | Head of IT department

We had high demands for an optimal and modern IT solution in our BI and planning project. In Partake, we have found a partner who understands our problems and knows how to solve them. Our collaboration has been characterized by professionalism and reliability for many years.

EnBW
Joachim Fies | Head of BI in Group Controlling

Our projects require a very high degree of customer focus, quality and reliability. This is exactly why we rely on a long-standing partner in Partake. In addition to high flexibility, we value the combination of professional and technical expertise in a very distinctive form.

Arrange a meeting

Select the desired date and arrange a non-binding and free initial consultation with Dieter Höfer (Partner & Sales Director). We will be happy to answer your questions and discuss solutions for your individual requirements.

Download the reporting checklist now

Data protection