Working With Us

Working with us

You already have the data.
We turn it into decisions.

What you get: a live dashboard, not another report to chase. Connected data pipelines, a live Power BI model, and a single source of truth, built around your business, not a template.

Who We Help

Built for organisations sitting on data they can’t see clearly.

From SMEs to large organisations across the UK, Europe, the US, and Africa, all sharing one problem: valuable data spread across systems and spreadsheets, with no single place to see it.

MSPs & IT Service Providers

Your clients ask for custom reporting, but you lack dedicated BI developer bandwidth

The situation
Your team delivers world class infrastructure and cloud services, but clients keep asking for custom Power BI dashboards or complex data integrations. Keeping a full-time BI developer on the payroll for occasional project work isn’t cost effective, so you either turn the revenue away or stretch your internal team thin.
Delivered Impact
  • White-label Power BI delivery operating seamlessly under your brand
  • Protect client relationships with strict DPAs and zero raw data retention
  • Unlocks a high margin reporting service line without adding full-time overhead
People & HR leaders

You run on gut feel because the data is buried in spreadsheets

The situation
Your team spends hours pulling reports that are already out of date by the time they land in a meeting. Headcount, turnover, compliance. All held in separate files nobody trusts.
Delivered Impact
  • One live view replacing a dozen disconnected spreadsheets
  • Every manager sees what they need without going through HR
  • Compliance and risk visible at a glance, not buried in a folder
Ops & delivery teams

You are managing complex programmes with no real-time view

The situation
Status updates come from chasing people in meetings. Risks surface too late. You know something is behind schedule. You just can’t see which project, by how much, or why.
Delivered Impact
  • Every project, phase, and milestone in one view, always current
  • Risks visible before they become delays
  • Stakeholder reporting that updates itself instead of you
Healthcare & regulated sectors

Your compliance and commercial data live in completely separate worlds

The situation
Payroll is in one place. Compliance records are in another. Financials somewhere else. You are running a regulated business off fragmented information, and one audit away from a bad day.
Delivered Impact
  • Staff compliance, payroll, and financials in one connected dashboard
  • Know who is compliant, expiring, or overdue before it becomes a problem
  • Cash flow and agency performance visible in real time
How It Works

From first call to live dashboard.

A clear, low-friction process. Most clients are live within two to four weeks.

1

Discovery call

We understand your data, your decisions, and what you actually need to see.

Week 1
2

Connect your data

We connect to your sources, spreadsheets, systems, databases, APIs, and build your Power BI data model.

Week 1 to 2
3

Review and refine

You see a working version and we shape it around your exact requirements.

Week 2 to 3
4

You go live

Your dashboard is deployed, your team is trained, and your data starts working for you.

Week 3 to 4
What happens in the discovery call We ask about your data sources, your current reporting pain, and what decisions you need to make faster. No slide deck, no sales pitch. Just the right questions.
What we can connect to Excel, SharePoint, SQL Server, Salesforce, Azure, AWS, Google Sheets, REST APIs, and most cloud platforms. If your data lives there, we can connect to it.
How many rounds of changes As many as it takes to get it right. We work iteratively. Your feedback shapes the dashboard, not the other way around.
What happens after go-live You own the dashboard. We hand over full documentation and access. Ongoing support is available but never required. There is no lock-in.
What You Get

Not just a dashboard. A different way of working.

Every engagement includes everything you need. Nothing you do not.

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Built for your decisions, not just your data

We design your Power BI dashboard around what you actually need to act on. Not what looks impressive in a demo.

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Connected directly to your live data

No manual refresh. No CSV uploads. Your dashboard updates automatically as your data changes.

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Your data stays yours, always

We never store or retain your data. Everything connects directly to your own systems. Access is revoked the moment the project is complete.

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Full team handover

Everyone who needs to use the dashboard gets trained. We do not deliver and disappear.

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Complete documentation

Data model, measure logic, refresh schedule. Everything documented so your team is never dependent on us.

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UK GDPR compliant by design

ICO registered (No. ZC159809). Every engagement covered by a signed Data Processing Agreement before any data is shared.

Client Feedback

In their own words.

We were drowning in disconnected spreadsheets every single month end. Cap1visuals didn’t just build a dashboard, they automated our entire headcount tracking so HR and Finance are actually looking at the exact same numbers for once. It saves us easily 15 hours of manual clean-up a month.

Honestly, our internal data was a mess and we did not even know what questions to ask. Lawrence came in, made sense of our raw grant and operational data, and delivered a clear executive view on schedule. No fluff, just direct answers to what was happening in the field.

Working across different time zones usually means friction. Cap1visuals kept it straightforward, weekly updates, zero guessing, and straight to the point. The commercial dashboards gave our leadership team instant visibility into product margins without digging through raw CSVs.

Data & Integrations

If your data lives there, we can connect to it.

We work with all major data sources across cloud, on-premise, and hybrid environments.

Excel & CSV
SharePoint
SQL Server
Azure
AWS
Salesforce
Google Sheets
SAP
Oracle
REST APIs
PostgreSQL
MySQL
OneDrive
Databricks
Snowflake
IoT & Streaming

The first call is free.
The clarity lasts.

Request a brief 15-minute walkthrough to see how our dashboards map directly to the decisions you actually need to make, no data sharing required.