Reporia & Chartedly
Case Studies

Results we've delivered across industries.

Selected engagements across data, finance and engineering — illustrative examples of how we work.

Analyst reviewing an operations dashboard on a laptop
Travel & Hospitality

A unified analytics view across sales and operations

Reporting was spread across spreadsheets and disconnected tools, so leadership couldn't get a single, trusted view of performance.

40%

Reduction in manual reporting time

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Finance team reviewing reporting on a laptop
Professional Services

Connected financial reporting for a growing business

Finance closed the books using manual spreadsheet consolidation, which delayed reporting and introduced errors.

3x

Faster monthly reporting cycle

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Server racks in a data center
Technology & SaaS

A single, trusted data warehouse for enterprise reporting

Reporting pulled from a dozen source systems with no shared definitions, so every team trusted a different number.

12

Source systems consolidated

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Data center server racks powering a cloud analytics platform
Manufacturing

Modernizing analytics with Microsoft Fabric

Legacy, siloed data warehouses were slow to query and expensive to maintain across multiple production sites.

50%

Faster dashboard load times

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Invoices and paperwork being processed at a desk
Real Estate & Property Services

Automating accounts payable from invoice to reconciliation

Accounts payable was entirely manual, from invoice entry through approvals and reconciliation, creating delays and errors.

70%

Reduction in manual AP processing time

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Developer reviewing frontend code on a laptop
Consumer Health & Wellness

Rebuilding internal tools for a faster, more reliable frontend

An aging internal tools frontend was slow and error-prone, slowing down the teams who depended on it daily.

2x

Faster page load times

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Data center server infrastructure powering a lakehouse platform
Retail & E-commerce

A modern lakehouse architecture replacing five legacy warehouses

Five regional data warehouses had grown independently over a decade, each with its own definitions, refresh schedules and access model — reconciling them for a single group-wide report took days.

5→1

Regional warehouses consolidated into one lakehouse

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Cloud server infrastructure racks
Manufacturing

Migrating from on-premises SQL Server to a governed cloud warehouse

An aging on-premises SQL Server warehouse was expensive to maintain, slow under load and had no documented data lineage — every schema change risked breaking a downstream report.

100%

Legacy on-prem infrastructure decommissioned

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Server infrastructure supporting an enterprise data platform
Logistics & Supply Chain

A governed semantic model on Microsoft Fabric for enterprise-wide reporting

Every department had built its own Power BI measures for the same metrics, so a single term like "on-time delivery" meant something different in every report.

1

Certified semantic model replacing dozens of duplicated measure sets

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Telecommunications network infrastructure
Telecommunications

Four connected dashboards giving a telecom provider one source of truth

Sales, network build-out, finance and field operations each tracked performance in separate spreadsheets, so leadership had no single, current view of the business.

4

Connected dashboards replacing dozens of spreadsheets

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Accountant reviewing financial statements at a desk
Professional Services

Consolidating four QuickBooks entities into one reporting view

Four regional entities each ran their own QuickBooks file, so producing a consolidated group P&L meant exporting and manually merging spreadsheets every month.

4→1

QuickBooks entities consolidated into one view

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Finance team reviewing month-end reports
Manufacturing

Automating a Sage month-end close from ten days to three

Month-end close relied on a manual checklist spread across email and spreadsheets, so it regularly slipped past the tenth working day.

10→3

Days to close, cut from ten to three

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Small business owner reviewing accounts on a laptop
Retail & E-commerce

Multi-currency Xero automation for a fast-growing e-commerce brand

Selling in six currencies through three marketplaces meant daily manual entry and constant reconciliation errors between Xero and the sales channels.

90%

Reduction in manual transaction entry

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Abstract visualization representing an AI support agent
Technology & SaaS

An AI agent that triages and routes support tickets automatically

Support tickets were manually triaged by a team lead every morning, delaying urgent issues and burning hours on repetitive categorization work.

85%

Tickets triaged automatically within a minute

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Abstract visualization representing automated document processing
Wholesale & Distribution

AI-powered invoice processing cutting manual data entry to zero

Hundreds of supplier invoices arrived every week in different formats, and a team member manually keyed each one into the accounting system.

0

Manual line items keyed since go-live

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Abstract visualization representing automated reporting
Marketing & Advertising

AI-generated weekly reports replacing a two-day manual process

Every Monday, an analyst spent two full days pulling numbers from six platforms into a client-facing report deck.

2 days → 1 hour

Weekly reporting time

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Coffee shop counter with a mobile ordering experience
Food & Beverage

A mobile ordering app for a multi-location coffee shop chain

In-store queues at peak hours were driving customers away, and the chain had no way to offer online ordering across its locations.

30%

Of orders now placed through the app

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Burger restaurant counter and menu
Food & Beverage

A fast, conversion-focused website for a growing burger restaurant brand

The old website took over eight seconds to load on mobile, had no online ordering link, and was losing visitors before they ever saw the menu.

8s → 1.2s

Mobile page load time

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Fitness studio booking app on a mobile screen
Health & Wellness

A booking and membership app for a boutique fitness studio

Class bookings were managed through a mix of spreadsheets and phone calls, causing double-bookings and no-shows the studio had no way to track.

0

Double-bookings since launch

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“Reporia & Chartedly transformed our reporting from manual spreadsheets to real-time dashboards. Decision-making is dramatically faster now.”
Operations Director, Travel & Hospitality client

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