Notes from the Field
Practical thinking on data strategy, AI implementation, and the decisions that separate good consultancy from great outcomes.
The professional services reporting stack
Professional services reporting for law, accountancy and consultancy firms: the metrics that matter and how to make the numbers agree across every tool.
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Showing 50 articlesThe professional services reporting stack
Professional services reporting for law, accountancy and consultancy firms: the metrics that matter and how to make the numbers agree across every tool.
UK GDPR data residency: what to ask a BI vendor
UK GDPR data residency doesn't ban cloud BI tools, but it fixes what a vendor must prove about where data sits. Here is what to ask before signing.
Client-Ready Reports Without Screenshotting a Dashboard.
Most consultancy deliverables are a screenshot pasted into a slide deck, frozen the moment it's captured. Here's what client-ready reports look like instead.
Row-level security in practice: how permission-aware reporting actually works
Row-level security in practice: why filtering in the app and enforcing it at query time look identical on screen — and only one keeps a shared report safe.
dbt reporting layer: do you still need one on top of BI?
Metrics defined in dbt still get redefined in every BI tool. A dbt reporting layer closes that gap: what dbt solves, what it doesn't, and where the two meet.
Natural language to SQL: what it takes to actually trust the answer
Natural language to SQL tools can sound confident and still be wrong. Here's what has to be true before an analyst can trust the answer, not just admire it.
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