Data warehouse
A governed store in a UK region, modelled for reporting and built to be extended.
At Infynix, we craft growth engines that inspire and endure.
Custom data platforms and business intelligence dashboards for UK companies, turning raw data into clear, actionable insights. Data scattered across multiple systems makes it impossible to get a clear, real-time picture of business performance. A unified data platform with role-specific dashboards is the fastest way to surface the insights that drive better decisions.
OUR CAPABILITIES IN
Data Platforms & Dashboards
01
Data Warehouse Design
02
ETL Pipeline Development
03
Custom Dashboard Development
04
BI Tool Integration
How We Work
01
Discovery
We identify your data sources and reporting requirements.
02
Architecture
We design the data warehouse schema and pipeline architecture.
03
ETL Build
We build automated pipelines to move and clean your data.
04
Dashboard
We design and build role-specific reporting dashboards.
05
Testing
We validate data accuracy across all reports.
06
Training
We train your team to use and maintain the platform.
Data platforms and dashboards for UK businesses that have plenty of data and no single view of it: sales in the CRM, orders in the store, stock in the warehouse system, finance in Xero or Sage, marketing in five ad platforms, operations in spreadsheets, and a Monday report that takes someone a day to assemble and is still disputed in the meeting. We build the warehouse, the pipelines and the reporting from our office in Dagenham for clients across the country.
The UK market runs largely on Microsoft, so Power BI is usually the right reporting tool and the warehouse sits in Azure UK South or AWS London. The accounting package is the financial truth, so revenue, margin and cash in the dashboards reconcile to it rather than approximate it. Regulated sectors need governance: who can see what, where personal data sits, and how long it is kept, all under UK GDPR.
The work starts with the questions the business needs answered and the decisions it will take on the answers, not with the tools. Then the sources are connected, the definitions are agreed and written down so “customer”, “order” and “margin” mean one thing, the pipelines are built to run reliably and be checked, and the dashboards are designed for the people who will use them, tested with those people, and maintained.
Multi-site retailers and hospitality groups, distributors and manufacturers, e-commerce brands, professional services firms, healthcare and care providers, education organisations, property companies and any leadership team currently arguing about whose spreadsheet is right.
What we build
Pipelines
Reliable extraction from CRM, commerce, finance, marketing and operational systems with checks and alerts.
Definitions and governance
A written data dictionary, ownership, access control and retention under UK GDPR.
Finance reporting
Revenue, margin, cash and budget versus actual reconciled to Xero, Sage or QuickBooks.
Operational dashboards
Sales, stock, fulfilment, service and site performance for the people who run them.
Marketing measurement
Spend to revenue across platforms, joined to the CRM and the accounts.
Power BI and Looker Studio
Dashboards built in the tool the business uses, designed for the audience and the device.
Forecasting and analysis
Demand, cash and capacity models built on the warehouse when the data supports them.
Engagement stages
| Stage | Typical duration | Output |
|---|---|---|
| Questions and sources | 1 to 2 weeks | Decisions to support, sources mapped, definitions drafted |
| Warehouse and pipelines | 3 to 6 weeks | Sources connected, models built, checks running |
| Dashboards | 2 to 4 weeks | Reports designed, tested with users, published |
| Finance reconciliation | 1 to 2 weeks | Dashboard figures matched to the accounts |
| Training and handover | 1 week | Users trained, documentation, ownership |
| Managed data | Monthly | Pipelines monitored, sources maintained, new reports |
Who it is for
Multi-site retail and hospitality
Sales, labour, stock and margin by site and day, compared honestly.
Distributors and manufacturers
Margin by product, customer and channel; stock health; supplier performance.
E-commerce
Marketing spend to contribution margin after returns, fees and shipping.
Professional services
Utilisation, work in progress, lock-up and profitability by client.
Healthcare and care
Occupancy, staffing, compliance and finance with governance for sensitive data.
Leadership teams
One set of numbers for the board pack, produced without a week of assembly.
Ways of working
Reporting sprint
The most needed dashboards on existing data in a few weeks.
Data platform build
Warehouse, pipelines, governance and dashboards as a fixed-scope project.
Finance reporting
Management accounts and KPIs reconciled to the ledger and automated.
Managed data
Pipelines kept running, sources maintained, new questions answered month to month.
Numbers that reconcile to the accounts
The fastest way to lose a leadership team’s trust in a dashboard is a revenue figure that disagrees with the management accounts. It happens because the dashboard counts orders and the accounts count invoices, or one includes VAT and the other does not, or refunds landed in a different month. Once the finance director has caught it, every number on the screen is suspect.
We treat the accounting package as the financial truth, define revenue, margin and cash the way finance defines them, reconcile the warehouse to the ledger every month as a pipeline check, and show operational measures alongside the financial ones so the two tell one story.
Ledger is truth
Financial figures tied to Xero, Sage or QuickBooks.
Finance definitions
Revenue, margin and cash as the accounts define them.
Reconciled monthly
A pipeline check that flags any difference.
One story
Operational and financial measures side by side.
Agree what the words mean before building the chart
Sales, operations and finance each have a definition of a customer, an order, a return and a margin, and they are not the same. A warehouse that copies each system’s definition produces dashboards that disagree with each other by design. The disagreement is not a data problem; it is a decision nobody made.
We run the definitions workshop early, write a data dictionary that names the owner of each measure, build the warehouse to those definitions, and publish the dictionary alongside the dashboards so anyone can see what a number means.
Definitions workshop
Sales, operations and finance agree the terms.
Data dictionary
Each measure defined and owned in writing.
Built to definitions
One meaning per word across every report.
Published
The dictionary lives next to the dashboards.
Pipelines that check themselves
A dashboard fed by a pipeline that quietly stopped on Tuesday shows a confident, wrong picture until someone notices the numbers have not moved. The failure is usually an expired credential, a changed API or a source that added a field, and it is always discovered at the worst moment.
Every pipeline we build has freshness checks, row count and reconciliation tests, and alerts to a named person when something is late or wrong. Dashboards show when their data was last updated. Managed data covers fixing sources as they change.
Freshness checks
Late data is flagged, not silently stale.
Reconciliation tests
Totals checked against sources and the ledger.
Alerts to people
Named owners told when something needs attention.
Visible timestamps
Every dashboard shows when its data was last updated.
Governance for data that includes people
A warehouse that joins the CRM, the store, the payroll and the support desk contains a great deal of personal data, and UK GDPR applies to all of it: a lawful basis for the processing, access limited to those who need it, retention that ends, and the ability to answer a subject access request. Healthcare, education and financial data carry additional expectations.
We design the warehouse with personal data identified and minimised, role-based access so a site manager sees their site and finance sees finance, retention rules that run, and documentation that supports the DPIA and the record of processing.
Personal data mapped
Identified, minimised and documented.
Role-based access
People see what their role needs.
Retention enforced
Rules that actually delete.
DPIA supported
Documentation for the record of processing.
Board packs produced, not assembled
The monthly board pack in most UK mid-sized businesses is a week of work: exports from six systems, a spreadsheet nobody else understands, and a deck rebuilt by hand. It is late, it is disputed, and by the time it is read the month is half gone.
We produce the pack from the warehouse: financial and operational KPIs reconciled to the accounts, commentary fields for the owners of each measure, and a template that renders itself on the first working day. The meeting spends its time on decisions rather than on which number is right.
Automated
Generated from the warehouse on a schedule.
Reconciled
Figures tie to the management accounts.
Commentary built in
Owners explain variances in the pack.
On time
First working day, every month.
Data Platforms & Dashboards in our other markets
Infynix Solutions is registered separately in India, the United Kingdom and the United Arab Emirates. This page covers United Kingdom. The same service, written for the other markets:
Data Platforms & Dashboards questions
Do you build in Power BI?
Yes, most often, because most UK businesses already have Microsoft licences and the skills. We also build in Looker Studio and other tools where they fit better.
Will the dashboard numbers match our management accounts?
Yes. The accounting package is the financial truth, measures are defined the way finance defines them, and the warehouse is reconciled to the ledger monthly as a pipeline check.
Which systems can you connect?
CRM, commerce, warehouse, finance, marketing platforms, support desks, HR and payroll, operational databases and spreadsheets, through APIs or an interface we build in front of older systems.
Where is the data held?
In a warehouse in a UK cloud region in your own account, with access controlled by role, retention enforced and personal data documented for UK GDPR.
How quickly can we see something?
A reporting sprint produces the most needed dashboards on existing data in a few weeks. A full platform with warehouse, pipelines and governance takes six to twelve.
What if a source changes or a pipeline breaks?
Freshness and reconciliation checks alert a named person, dashboards show when their data was last updated, and managed data covers fixing sources as they change.
Can our team build their own reports on it?
Yes. The warehouse is modelled and documented so analysts and Power BI users can build on it, with the data dictionary telling them what each measure means.
Do you do forecasting?
Where the data supports it, yes. Demand, cash and capacity models are built on the warehouse and tested against history before anyone plans on them.
