A growing services group needed board packs that matched how partners actually ran the business.
Problem
KPIs changed monthly; utilisation definitions differed by practice; cash was an appendix rather than a headline metric.
Approach
We defined a KPI hierarchy, standardised pack layout, and linked GL extracts to a single dashboard source with reconciliation notes.
Outcome
Board meeting time on definitions dropped; partners received practice views with group roll-ups. Cash and WIP visibility improved ahead of a banking review.
Outcome
Management gained clearer visibility for board and banking discussions, with models and reporting rhythms the internal team could maintain after handover.
Related work
Representative engagements illustrating how we deliver similar outcomes.
Frequently asked questions
What changed in the board pack?
Consistent layout, KPI owners, executive summary leading with decisions, and comparable month-to-month metrics.
How was adoption managed?
Phased rollout aligned to month-end with finance and divisional leads.
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