Performance Reporting & BI Solutions

Performance Reporting & BI Solutions

Performance Reporting and BI Solutions

Optimizing organizational tools and technologies provides executive teams insight into the financial and operational health of their business. Many teams have roadblocks that disallow them from gathering the pertinent information that drives action planning and activity monitoring in a timely manner.

CBIZ delivers performance reporting and business insight (BI) solutions with an emphasis on efficiency and practical insights, so finance teams spend less time manipulating data and more time identifying actionable opportunities. 

Performance Reporting & BI Solutions

  • Financial Reporting Transformation: Tap into our financial reporting approach to ensure your leadership teams has comprehensive reporting packages to satisfy compliance and management reporting needs.
  • KPI Definition and Monitoring: Collaborate with our team to define Key Performance Indicators (KPIs) that illuminate business trends and align with strategy. We implement processes to report those KPIs consistently on a standard cadence.
  • Reporting Cycle Consulting: Work alongside our team to transform institutional reporting cycles and empower decision-makers with an emphasis on expanded cross-functional participation.

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Kyle Ludwig

Managing Director

 267.400.0206