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Why London

Power BI for London finance and professional services firms

London companies run more systems per business than anywhere else in the UK, and the reporting shows it. A typical engagement starts with data scattered across a practice management system, two finance platforms and a CRM that finance reconciles by hand every month. We build one governed data model on top, then the dashboards: client and matter profitability for professional services firms, consolidated multi-entity reporting for groups, and month-end packs that assemble themselves. Multi-entity work is where most of the difficulty sits. Two entities on different charts of accounts, in different currencies, closing on different timetables, will not consolidate cleanly by themselves, and the reconciliation someone does by hand every month is the thing worth automating first. Governance matters more in London than in most cities because compliance teams sit closer to the data. We set up workspace structures, row-level security and certified datasets that satisfy audit before audit asks, so the report a partner opens is the one that was signed off rather than a copy that drifted. Our consultants run workshops at your office anywhere in zones one and two, or you come to Regent Street, two minutes from Piccadilly Circus. Requirements and training work better face to face. Build sprints run remotely, which keeps the cost of a London engagement closer to the work than to the travel.
Power BI dashboard on a laptop with London in the background
Finance, law and media

Who we work with in London

01
Professional services
Firms replacing spreadsheet-based client and matter profitability reporting.
02
Multi-entity groups
Groups consolidating finance data across subsidiaries into one month-end pack.
03
Media & agencies
Businesses stitching campaign, revenue and resourcing data into one view.
Power BI Services
Power BI is Microsoft's analytics platform for turning raw data into live, interactive dashboards. We connect your data sources, model the numbers and build the reports each team opens daily: sales, finance, operations and the board. One data model, connected to Excel, SQL Server, Dynamics 365, SharePoint and your CRM. It refreshes on its own, every morning.
Build
Dashboards & reporting
Reports people open every morning, fed automatically.
Foundation
Data modelling
One governed model so every department reads the same numbers.
Control
Governance & security
Workspaces, row-level security, certified datasets.
Run
Managed service
We keep it fast, accurate and current after go-live.
Enable
Training
From report readers to DAX, on your own data.
Spend
Licensing reviews
Pro, Premium and capacity matched to real usage.
what is power bi?
What We Build
Power BI is Microsoft’s analytics platform for turning raw data into live, interactive dashboards.
We connect your data sources, model the numbers and
build the Power BI reports each team opens daily: sales, finance, operations and the board.
One Power BI data model, connected to Excel, SQL Server, Dynamics 365, SharePoint and your CRM. It refreshes on its own, every morning.
How it works

How it works

Three steps from scattered spreadsheets to dashboards the whole company trusts.
01

Connect

We plug into your systems: finance, CRM, operations, Excel.

Discovery & scoping
02

Model

One governed data model. Every metric defined once.

Discovery & scoping
03

Visualise

Dashboards per team, refreshed automatically each morning.

Discovery & scoping
Our London office

Regus · Rex House

4th Floor, Rex House, 4-12 Regent St. London SW1Y 4PE
0333 370 7000
faq

POWER BI
QUESTIONS

Answers to the questions UK businesses ask us most about Power BI.

Do you work on-site with London teams?

Yes. Most London engagements mix on-site workshops, at your office or ours on Regent Street, with remote build sprints. Requirements and training work better face to face, and development does not need a desk in your building, which keeps the cost closer to the work than to the travel. We cover the City, Canary Wharf, Westminster, Croydon, Watford and St Albans from Regent Street.

Can you consolidate reporting across several entities?

Yes, and it is the most common reason groups come to us. Entities on different charts of accounts, in different currencies, closing on different timetables, will not consolidate cleanly on their own, so we build the mapping into the model once rather than repeating it by hand each month. The month-end pack then assembles itself, and the reconciliation someone currently does manually becomes a review step.

Will the reporting stand up to a compliance review?

That is what the governance work is for. We set up workspace structures, row-level security and certified datasets so the report a partner opens is the one that was signed off, rather than a copy that drifted from it. Access is defined by role instead of by who was sent a file, and the lineage of each number is visible. Everything stays inside your own Microsoft tenant.

What is Microsoft Power BI used for?

Power BI is Microsoft's analytics tool for turning raw data into reports and dashboards your team can actually read. You pull figures from spreadsheets, databases and online systems into one place, then spot trends and answer business questions without waiting on a manual report.

Is Power BI difficult to use?

Reading a Power BI dashboard takes no training at all. Building one takes a little, and most people create useful reports after a short session. We handle the harder data work behind the scenes, so your team only deals with the parts they need.

Can Power BI connect to my CRM, finance system or Excel?

Yes. Power BI pulls data from hundreds of sources, including Excel, SQL databases, cloud services and most CRM and finance platforms. We bring those feeds together so one dashboard shows the whole picture instead of figures scattered across systems.

How long does a Power BI project take?

It depends on the scope. A focused first dashboard can go live in a few weeks, while bigger rollouts run in phases. We agree the timeline up front so you know what to expect at each stage.

Is Power BI secure?

Yes. You control who sees what with role-based access, your data is encrypted, and Power BI ties into your existing Microsoft security and meets recognised compliance standards. If you would rather keep data on your own servers, Power BI Report Server gives you an on-premises option.

Do you provide ongoing support and improvements?

Yes. We provide ongoing support, train your users and keep refining your dashboards as the business changes, so your reports stay accurate and useful rather than going stale after launch.

Can Power BI connect to SharePoint, Salesforce, ServiceNow and Azure DevOps?

Yes. We build Power BI dashboards on SharePoint, Salesforce, ServiceNow, Azure DevOps, Dynamics 365, Google Analytics, Snowflake and SQL, and we can embed live dashboards straight into SharePoint and Microsoft Teams.

Can you export a Power BI dashboard to PowerPoint?

Yes. You can export any Power BI report to PowerPoint for board meetings, and embed the live version in SharePoint and Teams so everyone works from the same current numbers.

Do you offer Power BI consultancy in London and across the UK?

Yes. Intouch Tech is a UK Power BI consultancy and Microsoft Solutions Partner. We support organisations in London, Fleet and across the UK with consultancy, implementation and managed Power BI services.

Can Power BI replace Excel for reporting?

Yes. Power BI swaps manual Excel reports for live dashboards that update on their own, so everyone reads the same current figures instead of passing conflicting spreadsheets back and forth.

Trusted UK IT Team

Lets Start A Conversation

Tell us what you need, from AI governance and cyber security to managed IT, Microsoft 365, phones and connectivity. You'll deal with one accountable UK team that's looked after growing businesses since 2012, and leave with clear next steps.

0333 370 7000

Mon-Fri 8am-5pm · 24/7 for managed clients

[email protected]

Response within 1 business day, guaranteed

United Kingdom

UK-based team, since 2012

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