Power BI • Automation • AI agents

Fractional digital partner for teams drowning in spreadsheets

I turn messy data into reliable dashboards, automate the boring work, and give you clear next steps. You get senior BA, BI, and automation delivery without hiring full-time.

Book an intro call Tell me what you need
8+ years shipping BI & automation Outside IR35, multi-client Only 4 fractional slots
Ops pulse Live
On-time shipments
97.4%
+4.1% vs last week
Reporting time
-80%
Automation live
Revenue uplift
£1.0m
From BI rollout
Tickets auto-triaged
68%
AI agents handling
Margin vs target Actual Target
W1
W2
W3
W4
W5
W6
£1M+

Revenue uplift from BI project (manufacturing).

80% faster

Weekly reporting time cut with automation & data model fixes.

£300k saved

Ops cost reduction via process mapping + AI/RPA handoffs.

Services

Pick the mode that fits: BI, automation, AI agents, or fractional BA

Fractional BA

8 hours a week, £1,750/month, outside IR35. Strategy + hands-on delivery.

  • Backlog shaping, user stories, acceptance criteria.
  • Workshops with finance, ops, supply chain, sales.
  • Outcomes over hours; extra time at £70/hr.
View Fractional BA

Proof within weeks

  • Week 1: backlog + delivery plan.
  • Weekly increments shipped (dashboards, automations, specs).
  • Month-to-month with 30 days’ notice.

Fix dashboards, models, and KPIs

Stabilise Power BI, remove refresh pain, and give leadership numbers they trust.

  • Model and DAX surgery (YTD, fiscal calendars, performance).
  • Executive KPI packs that stay consistent across teams.
  • Data governance: sources, owners, refresh SLAs.
See BI consulting

Outputs every week

Weekly show-and-tell so you see fixes as they land.

  • Refreshed visuals + performance benchmarks.
  • Tech debt log with priorities and effort.
  • Handover notes so your team can extend safely.

Automate the repetitive work

Low-code flows and AI agents that live on your hardware—no data sprawl.

  • Email-to-PO: validate requests, write to ERP, notify owners.
  • Daily KPI digest: pull data, summarise variances, post to Slack/Teams.
  • Ticket triage: classify, prioritise, and route with human handoff.

Own your stack

Agents run locally (OpenClaw/custom) so your data stays yours.

  • Install and harden on your kit.
  • Logging, monitoring, and rollback paths.
  • Training so ops can adjust rules without devs.

ERP reporting & analytics

Infor LN expertise plus experience across SAP/IFS/NetSuite data exports.

  • Clean extract layer; reconcile to source of truth.
  • Ops and finance packs with drill-through to line items.
  • Variance alerts and exception lists instead of endless spreadsheets.

Lightweight, pragmatic

  • Works with your existing BI stack.
  • Documentation your team will actually use.
  • Handover or ongoing support—your call.
How we deliver

Visible progress every week

Assess

Map data flows, pick the quick wins, set the success metric.

Prioritise

Agree a weekly backlog; keep it lean so priorities can change.

Ship weekly

Dashboards fixed, automations live, processes documented.

Transfer

Handover with guides, loom walkthroughs, and rollback plans.

Who this fits

Ops-heavy teams that live in spreadsheets

Manufacturing Logistics & distribution Professional services Education & non-profit Property & facilities Agencies & consultancies

Your projects in one place. The Digital Adaption Portal gives you full visibility across everything we're working on together—kanban boards, task tracking, workflows, approvals, documents, and team access. No more chasing emails or scattered spreadsheets.

Digital Adaption Portal

Your projects, workflows, and documents—centralised

Guides

Use these straight away

Fiscal year in Power BI

October–September calendars, DAX, and sorting that won’t break.

Read the guide

Fix wrong YTD

TOTALYTD patterns, prior-year comparisons, and common traps.

Read the guide

GLM 4.7 + Claude Code

Set up a local AI dev box with a 128k context window.

Read the guide

Ready to talk?

Not every requirement fits a neat service page. Tell me what you need—reports fixed, automations set up, ERP data unlocked—and I’ll reply within 24 hours.

Prefer email? matty@digitaladaption.co.uk