Data management
Your data, organized and actually useful.
Most businesses have valuable data trapped in spreadsheets, old databases and disconnected apps. We clean it up, connect your systems and build reporting that answers real questions — securely, and without a data science budget.
What’s included
Data Management & Reporting, covered properly.
Organize, protect and use your business data — databases, integrations, migrations and clear reporting dashboards.
- 01
Database administration
Maintenance, performance tuning and backups for SQL Server and common business databases.
- 02
Data migrations
Careful moves between systems, with mapping, validation and reconciliation.
- 03
System integrations
Connecting your CRM, accounting, ERP and Microsoft 365 so data flows without retyping.
- 04
Data cleanup
Deduplicating, standardizing and archiving records so reports can be trusted.
- 05
Reporting dashboards
Power BI and Excel dashboards that show the numbers leadership checks every week.
- 06
Data governance
Clear ownership, retention rules and access controls for sensitive information.
Why it matters
What changes for your business.
One version of the truth
Connected systems mean everyone works from the same numbers.
Hours saved every week
Automated exports and integrations replace manual copying between apps.
Faster decisions
Dashboards put key metrics in front of the people who need them.
How we deliver
A clear process, start to finish.
Map
Identify data sources, owners and the questions you need answered.
Clean
Fix quality issues and define consistent structures.
Connect
Integrate systems and automate the data flow.
Report
Deliver dashboards and train your team to use them.
Questions
Data Management & Reporting: common questions.
What reporting tools do you use?
Mostly Microsoft Power BI and Excel, because they integrate well with Microsoft 365 and are affordable for small teams.
Can you move data from our old software?
Yes. We plan and test migrations carefully and reconcile the results so nothing important is lost.
Is our data safe during integration work?
Yes. We use least-privilege access, encrypted connections and test environments wherever possible.
Related services
Cloud Services
Move files, servers and apps to the cloud with a clear plan — and manage them properly once they're there.
Learn more PLANIT Consulting & vCIO
Strategic technology planning, budgets and roadmaps from a virtual CIO who understands your business goals.
Learn more BUILDMicrosoft 365 & Email
Setup, migration, licensing and security for Microsoft 365, Outlook, Teams, SharePoint and OneDrive.
Learn moreFree IT assessment
Not sure where to start?
Book a free assessment and we’ll tell you honestly what your business needs from data management & reporting — and what it doesn’t.