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Business Operations Dashboard

Deadlines, work-in-progress, approvals, billing and collections in one live view - refreshed without anyone building a report.

Why it matters

The business challenge

Deadlines, work-in-progress, approval queues, billing and collections live in different places, so the honest answer to “where are we?” takes a day to assemble. Allocation, chasing and re-prioritising route through one or two managers - growth adds load to the people with the least spare capacity.

You might recognise this

  • Deadline and SLA tracking lives in a spreadsheet - if anywhere.
  • Work-in-progress and unbilled work are discovered at year-end, not managed monthly.
  • Approval queues and their ageing are invisible until something is late.
  • Utilisation and allocation decisions are made from memory.
  • Every management question triggers a day of report-building.
  • Collections slip because nobody watches the ageing until it hurts.

The solution

How PASDACS helps

PASDACS consolidates the numbers from your ERP, accounting and operational systems into one validated layer and puts a live dashboard on top: deadlines with owners and status, orders and work-in-progress, approval queues and ageing, billing and collections - and for multi-site organisations, the same view by location. Leadership sees the business; managers see their queues; nobody rebuilds a report.

Services included

  • Data pipelines from ERP, accounting and operational systems
  • Leadership dashboard - deadlines, WIP, approvals, billing, collections
  • Manager queues and allocation views
  • Utilisation, product-line and customer profitability views
  • One agreed definition per metric
  • Refresh schedules, access control and quality checks

How we deliver

Delivery approach

1

Define the decisions

The questions the dashboard must answer, and one definition per metric. Milestone: a metric dictionary your leadership has approved before any build.

2

Connect & validate

Pipelines from the systems you already run. Milestone: every number on the dashboard reconciled to its source system.

3

Build the views

Leadership, manager and, where relevant, per-location views, tested with the people who will use them. Milestone: user acceptance on real transactions.

4

Launch the rhythm

The weekly management review runs on the dashboard, not on assembled reports. Milestone: a full month of allocation and billing decisions made from it.

5

Measure the benefit

Report-building hours removed and question-to-answer time compared with the baseline. Benefit: management time back, WIP and collections managed monthly.

6

Extend & enable

New views only once the first are lived in, and your team enabled to read, question and extend the platform themselves.

Measurement

What we measure

The numbers a pilot on this workflow is judged against - baselined before we start and tracked against your own data, so success is a measurement, not a claim.

  • Deadline and SLA on-time rate
  • WIP and billing ageing
  • Approval-queue ageing
  • Report-building hours removed

Tooling

Technology ecosystem

  • Business intelligence and visualisation tools
  • Data pipelines and validation tooling
  • ERP, accounting and operational data sources

Outcomes

What you can expect

  • One live answer to “where are we?” - for the business, the site and the order
  • Deadlines with owners and status instead of a spreadsheet
  • WIP, billing and collections managed monthly, not discovered at year-end
  • Allocation decisions made from data, not memory
  • Management reporting that refreshes itself

Related

Explore further

Related capabilities

Data & Analytics

Pipelines that consolidate and validate the numbers, feeding management, operational and customer dashboards.

Explore capability

Systems

Select, implement and integrate the ERP, accounting, document and portal systems your organisation runs on.

Explore capability

Consulting Services

Technology roadmap, architecture, security, data and AI governance, vendor selection, and fractional technology leadership.

Explore capability

Insights

The firm that outgrew its partners: one operating process, not more supervision

Past a certain size, the constraint is no longer effort - it is that GST, audit and accounting each run their own way, and every decision routes through a partner. The fix is an operating model, not overtime.

Read insight

Recognise this in your organisation?

Talk to us about where you are today - a pilot on this workflow has a defined scope, a measured baseline and success criteria you agree to before we start.