01
Start from the report that already matters
Not a new metric. An existing recurring view that people depend on, where the manual steps and the definitions are already known to somebody.
← Use cases
Reporting and BI
Reporting and BI
Recurring reports that depend on manual exports, spreadsheets, and knowledge held by one person. Beetl maintains the pipeline underneath them.
Source systems
ERP systems
Databases
Files and spreadsheets
Operational systems
Manual exports
Beetl answer
A maintained reporting pipeline
Problem signals
Most recurring reports in mid-sized companies are held together by one person and a set of steps that only exist in their head. Export from the ERP. Pull the operational extract. Join them in a workbook. Apply the adjustments everyone has agreed to but nobody has written down. Publish. Repeat next month.
The output usually looks fine. The problem is everything around it. The report cannot be produced when that person is away. Nobody can say with confidence how a figure was derived. And any question that was not anticipated when the workbook was built turns into another week of manual work.
Beetl treats this as an integration problem rather than a dashboard problem. The systems the report draws on are connected read-only. The manual steps become explicit SQL pipelines with declared inputs and a single output, and they run when the underlying data changes rather than when someone remembers. The definitions stop being tacit.
BI is a crowded market and we are not pretending otherwise. What makes this worth doing is that it proves the integration layer on work the business already depends on, and it leaves behind something the next data flow can build on rather than a report that has to be maintained forever.
1
One person exports the same files every month and rebuilds the same report from them.
2
Two teams quote different numbers for the same metric and both can show their working.
3
When the report is questioned, tracing a figure back to a source record takes longer than producing the report did.
How the work runs
The dashboard is the easy part. The work is the ingestion and transformation layer underneath it, which is what usually has no owner.
02
Replace the manual steps with a pipeline
The exports, joins, and spreadsheet logic become explicit SQL with declared inputs and one output table, run when the inputs change.
03
Keep the trail attached
The curated output keeps its link back to the source records and the pipeline version, so a challenged number can be answered rather than defended.
What you are left with
A maintained pipeline rather than a rebuilt report, with plain-language access to the curated data on top of it.
- A maintained pipeline behind one recurring view, replacing the manual export and rebuild.
- Metric definitions written down as SQL and mapping tables rather than held by one person.
- Plain-language queries over the curated data, with the source records still attached to the answer.
Bring the report that only one person can rebuild.
Tell us which systems it draws on and how it gets made today. We will scope the pipeline underneath it and what it takes to stop rebuilding it by hand.
Talk to us