Data Management Services
Do you spend hours every week, month or quarter buried in multiple spreadsheets or find yourself wading through a sea of SQL code to analyse your data?
Are your standard reporting requirements taking too much of your time?
We are a Premier Partner of Alteryx, the leading technology that allows organisations to automate and streamline the way they manage data without the need for code.
This allows business leaders to work more efficiently with their actual data to make informed decisions, automate regulatory and internal reporting and make real-time data more accessible.
The below diagram gives you an idea of how this works in reality. You start by bringing in one of more data sources, whether that’s a Excel sheets, SQL Servers, XML or any type of database via an API.
From there you can cleanse your data to make it shipshape, before joining the data together and performing any number of calculations or transformation tasks. These are called “Workflows” and replaces all those intricate and tricky functions that you’d normally do in SQL or Excel.
Once you have the data to your liking, you can output it any number of ways, such as emails to your staff, Excel, PDFs, XML, PowerBi or other Dashboards, or into any database that works for you.
Below are a small number of the regular functions that we can assist you with:
Extract, Transform and Load (ETL, or ELT if you prefer)
Build, orchestrate, and automate robust ETL/ELT data pipelines at any scale.
Connect to any number of data sources, load them to the destination of your choice, transform the data, and automatically publish outputs to downstream applications.
Automated Reporting / Management Information
Whether that’s daily, weekly, monthly, quarterly or annual reporting, we can help!
By building a workflow to take care of your regular reporting, you can free up your time to focus on other tasks. Just hit run and let the workflow take care of your regular reporting.
Regulatory Reporting
We have experience in assisting clients with automating CRS and FATCA reporting. We output this into XML as this is the required format.
Check out this article for more information:
CRS and FATCA reporting
User Training
We’re able to provide you with Alteryx Licences and provide training up to Alteryx Core level, to empower your staff to build their own workflows. No coding skills needed!
You’re welcome to join our regular training sessions or we can hold private bespoke training, specifically designed for your organisation.
Consultancy
Perhaps your project is time-sensitive or you prefer to focus your time on other aspects of business.
We are always happy to listen to your requirements and specifications and build those workflows for you.
Data Quality and Reconciliations
Say goodbye to those difficult macros, VLookUps and VBA code, we can provide you with a no/low code solution that will save you time and money.
Our repeatable solutions can be run at the press of a button, whenever you need.
Data Management Testimonials
Useful Links