Decision and information map
The recurring management questions that matter and the information needed to answer them.
Management Information & KPI Setup
Make the numbers you already have useful for management decisions.
Turn existing spreadsheets, systems and reports into a small set of clearly defined measures tied to real management questions.
For: small UK organisations or management teams that already have spreadsheets, systems or reports but still cannot answer a few recurring management questions reliably.
£1,250fixed
Up to five existing systems or files. We agree 5–8 management measures and document them clearly.
Remote delivery. The timetable is confirmed once the agreed source material and management questions are available.
No invented targets or benchmarks. We work from your real sources and make important limitations visible.
The problem
When reporting gives you numbers but not answers
You can collect plenty of information and still struggle to tell what needs attention. Measures may exist because they are easy to count, definitions may differ between reports, figures may arrive too late, or nobody may be sure which source is authoritative.
The result is more reporting without more clarity.
The outcome
What changes
We start with the recurring management questions you need to answer, then work backwards to the information and measures that genuinely support those decisions.
You finish with a smaller, clearly defined set of measures, known sources and owners, and a practical reporting structure with a review rhythm and action triggers.
The work
What you will receive
KPI set and dictionary
5–8 management measures, each with a clear purpose, definition, calculation logic, source, owner, review frequency, limitations and review or action trigger.
Source review and data map
Review of up to five existing systems or files, showing where the information comes from and any material quality caveats.
Reporting pack or specification
One lightweight management reporting pack or template using suitable tools you already have, or a clear written specification where direct setup is not appropriate.
Rhythm, ownership and triggers
A practical arrangement for who maintains the information, how often it is reviewed and what should trigger attention or action.
Handover and correction
Remote handover plus one correction round for errors in the agreed work.
WORKED EXAMPLE
See how this can work
Example situation: Turn existing spreadsheets, systems and reports into a small set of clearly defined measures tied to real management questions.
We would start with what is happening now and the information already available, then work through the service described on this page. If the problem needs a different route, we would say so before broadening the work.
A clearer result: The outcome
What you could receive: Decision and information map, KPI set and dictionary, Source review and data map, Reporting pack or specification, Rhythm, ownership and triggers, and Handover and correction.
Illustrative example — shown to explain how the service can be applied. It is not a customer testimonial or measured result.
The commercial shape
What the engagement looks like
The exact boundary, timetable and fee are confirmed before commitment.
- Service type
- Management Information & KPI Setup — advisory / implementation
- Delivery
- Remote
- Pricing
- £1,250 fixed
- Scope
- One small UK organisation, management team or business function; up to five existing systems or files; 5–8 management KPIs; one lightweight reporting pack or specification; reporting rhythm and ownership; remote handover; one correction round.
- Boundary
- This is a management-information service, not an accounting or financial-advice service.
What needs to be in place?
One accountable person must be able to confirm the management questions, agree definitions and provide the relevant existing information and source ownership.
Please identify known data-quality issues. Where a measure involves finance or accounting, its definition and underlying information must be supplied or approved by you.
What is outside the scope?
Complex BI implementation, APIs or ETL, more than five sources, more than eight KPIs, ongoing managed reporting, statutory accounts, bookkeeping, audit, tax work, regulated financial advice, individual employee productivity surveillance and specialist regulated work are outside this engagement.
Is this the right service?
It is a good fit where you already have useful information in existing systems or files but need a clearer set of decision-useful measures, definitions, ownership and reporting rhythm.
What this service does not promise
House of Carol does not promise a business result, forecast accuracy, improvement in the quality of information supplied to us, or a particular management outcome.
FROM INTEREST TO A CLEAR DECISION
How to get started
Start with the problem, not a purchase decision. We will check whether this service fits before anything is agreed.
1. Tell us what is happening
Share the problem you are trying to solve, what you already have and any deadline or constraint that matters.
2. We check the fit
We check the scope, the information we would need, the fee and whether this is genuinely the right service. If it is not, we will say so.
3. You decide with the facts clear
Nothing starts until you know what is included, what is not, what you need to provide and what happens next.
There is no pressure to add another service. The useful next step is simply to decide whether this one solves the problem in front of you.
Next step
What does management need to answer more reliably?
Tell us the recurring questions and which spreadsheets, systems or reports you currently use. We will first check whether this £1,250 service matches what you need before recommending paid work.