Working With Us

Working with us

You have the data.
You just can’t see
what it’s telling you.

That is the problem we fix. We take scattered, buried data and turn it into one clear, live view, so you always know what is happening, where to act, and why.

Before Cap1visuals, our HR data was there. We just couldn’t see it clearly. They transformed how we report on our workforce and gave our leadership team something they actually use.

Goodwin Biotechnology Inc. ★★★★★

Connects directly to Excel, SQL Server, Salesforce, SharePoint, SAP, Azure and more.

No in-house data team needed
No complex procurement process
No lock-in
UK GDPR compliant
ICO registered
Your data stays yours

Sound familiar? This is who we work with.

We work across sectors and business sizes. What these organisations have in common is a visibility problem, and the willingness to fix it.

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Your team spends hours pulling reports that are already out of date by the time they land in a meeting.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.
  • 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.
  • 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.
  • 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

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. We build the 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.

Not just a dashboard. A different way of working.

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

📐

Built for your decisions, not just your data

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

🔗

Connected directly to your live data

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

🔒

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.

👥

Full team handover

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

📋

Complete documentation

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

🇬🇧

UK GDPR compliant by design

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

In their own words.

Before Cap1visuals, our HR data was there. We just couldn’t see it clearly. They transformed how we report on our workforce and gave our leadership team something they actually use. The results were immediate and the quality of work was outstanding.

We came in not knowing exactly what we needed. Cap1visuals took the time to understand our work, our data, and our audience, and delivered something that told a real story. On time, on budget, and so good we came back for more.

Working remotely across time zones could have been a challenge. It wasn’t. Cap1visuals kept communication sharp throughout, asked the right questions, and delivered dashboards that genuinely improved how we make commercial decisions.

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.