Your board pack shouldn't be a last-minute panic. We help you build reporting that gives the board what they need to govern, without burying them in data they don't.
Sound familiar?
Board meeting is Monday. You start the pack Friday. Weekend working is the norm. One wrong number and you're fixing it at 2am Sunday.
The board asks a simple question. You can't answer because you've forgotten which spreadsheet feeds which slide. The trail is lost.
Your pack has grown to include everything. The important signals are lost in noise. Board members skip to the summary you wrote at midnight.
Data lives in spreadsheets. Charts go into PowerPoint. Numbers get retyped. At every step, errors creep in. The process hasn't changed in a decade.
Every section looks different. Different chart styles, different fonts, different ways of showing variance. The pack looks like five people made it. Because they did.
Only Sarah knows how to build the pack. When she's on holiday, it doesn't happen. When she leaves, you're starting from scratch.
How we help
We design automated reporting that pulls from your systems, applies consistent formatting, and publishes on schedule. You review and approve; the machines do the grunt work.
We interview board members. What do they actually read? What decisions does the pack need to support? Most packs contain 50% noise.
Clear hierarchy of information. Executive summary, key metrics, deep dives. Every number traceable to source. Every chart with a purpose.
Single source of truth for board metrics. No more copy-paste. Numbers flow from source systems automatically.
Consistent, professional formatting. Charts that update automatically. Commentary templates that prompt for the right narrative.
Pack builds itself on day 3 after month-end. You spend time analysing and reviewing, not assembling slides.
Anyone can produce the pack. Knowledge isn't locked in one person's head. Process documentation that actually gets used.
Working together
2 weeks. We review your current pack, interview stakeholders, and recommend what to keep, cut, and change.
New pack structure, visual design, and template creation. Board-ready prototype for feedback.
Connect to your data sources, build the automation, test the output. Run parallel with old process.
Updates for new requirements, quarterly refreshes, ad-hoc board requests. We're on hand when you need us.
Our team has built board packs, presented to audit committees, and knows what it's like when the numbers don't tie at 11pm on a Sunday. We bring that experience to every engagement.
Questions
Start with an audit. We'll tell you exactly what's working, what isn't, and what it would take to fix it.