Reporting
Repair an existing report
Bring the report and a sanitised reference export. Define the calculations or usability changes, then compare the agreed totals, filters and detail with the reference.
Discuss a report
Local knowledge. Practical automation.
Clearer reporting.
Closer to your business.
Power BI, Excel and Dynamics 365 reporting for operations and finance teams in Surrey and Metro Vancouver. Start with one report or recurring workflow, with clear checks and handover.
Your community. Your business.
Where do you live?
Choose your business location to explore local services and landmarks.
Based in Surrey · Serving Metro Vancouver · Defined scope
Surrey City Centre
Working with the tools your business already uses
Our services
Useful data.
Less repeat work.
Start with one reporting gap. We connect the right sources, build a usable view and make recurring work easier to manage.
01
Power BI dashboards
Power BI · DAX · Power QueryClear KPIs, useful dashboards and a data model your team can follow.
02Reporting automation
Power Automate · Python · SchedulingRepeatable collection, cleanup and report delivery with clear exception handling.
03Data integration
Business Central · SQL · APIsBring accounting, ERP and operational data together with shared definitions.
One useful place to start
Choose a first
project.
Start with one report, one recurring workflow or one data connection. We agree the deliverables, checks, timing and price before implementation.
Recurring work
Automate one process
Bring its inputs, current steps and decision owner. Scope one documented workflow with an intended output, duplicate checks, visible failures and a route for human review.
Discuss a workflowConnected data
Validate one data feed
Bring approved sources, record keys and reference totals. Define one import and mapping, then check counts, units, dates and missing records. Production write-back needs a separate agreed scope.
Discuss a data connectionPrice and delivery depend on the agreed scope, available data, access and licences. Handover, operating responsibilities and any follow-up support are agreed in writing.
Founder implementation experience
Real work.
A clear evidence trail.
Anonymized enterprise implementations delivered by Manish. Each case explains the problem, the change, the recorded checks and the limits of the evidence.
Power BI · DAX · Business Central data
Production reporting & conversion controls
A shared input calculation replaced conflicting list and KPI definitions. Missing conversion evidence stays visible as REVIEW.
Consistentlist and KPI in the recorded saved snapshot
Saved correction · October 1, 2026
Source freshness and later report states remain outside this acceptance scope.
Read the implementationPower Automate · SharePoint · Copilot · Jira
Support intake & guarded ticket creation
A contradictory decision gate was repaired. One genuine request was traced through creation, destination read-back and queue completion.
Verified pathcreation, key, read-back and field checks
Recorded execution · October 2, 2026
Historical action statuses rechecked October 6; wider coverage remains unverified.
Read the implementationSharePoint · Document metadata
SharePoint document governance pilot
A defined library structure and governance fields were tested with a bounded document copy while retaining the originals.
Pilot completedstructure, metadata and retained originals checked
Completed pilot · August 3, 2026
Wider migration, owner review and access validation remained expansion gates.
Read the implementationPower BI · DAX · Business Central data
Pre-production readiness reporting
A staging report brought component availability and shortage review into one workflow, with corrected search, reset and rounding behavior.
Staging buildrecorded model and reader checks
Validated in staging · September 29–30, 2026
Production deployment is not established; later layout and exports are not independently rechecked.
Read the implementationThese cases describe the founder’s work within an enterprise environment. They are not presented as paid Surrey AI Automation client engagements. No savings or ROI are claimed.
The tools behind the work
Expertise for the
systems you use.
Explore what we can build, repair and improve across five Microsoft and data technologies.
Microsoft Power BI
Clear KPIs, reliable measures and reports your team can use.
Explore the serviceDynamics 365
Business Central reporting, reconciliation and approved integrations.
Explore the serviceMicrosoft Excel
Repeatable reporting, Power Query and workbooks with clear checks.
Explore the serviceSQL & data modelling
Traceable reporting views, cleaner joins and consistent definitions.
Explore the serviceMicrosoft Power Automate
Intake, approvals and reporting flows with visible exceptions.
Explore the serviceExplore the work
See the possibilities.
Try the details.
Interactive demonstrations show the kinds of dashboards and workflows we can build around a business.
Demonstration
Construction operations
Explore filters, KPIs and trends in an interactive reporting demonstration.
Explore the demoDemonstration
Restaurant reporting
Compare sample sales, reported costs and order activity across locations.
Explore the demoDemonstration
Trades & service work
Explore sample revenue, reported costs and work orders across service teams.
Explore the demoThese demonstrations use illustrative data. Their figures describe the sample environment, not verified client results.
How we work
A clear path
from question to system.
Timing depends on the available data, access and agreed scope. We confirm the schedule before work begins.
Understand the decision
Start with the report, workflow or question that needs better visibility.
Define the scope
Agree the sources, deliverables, timing and price before implementation.
Build and validate
Connect the data and check the reporting logic against your operating process.
Hand over clearly
Walk through the solution, document it and show your team how to use it.
Before your first project
Find the report
worth fixing first.
A useful first step is knowing the question, the source and the checks. These resources help you prepare.
Practical guide
Plan one reporting improvement.
Follow six steps, see a simple reconciliation example and download an editable project brief.
Read the planning guideFour report checks
Know what the number means.
Work through a fictional five-row example, download a worksheet and review your own process with ten questions.
Check one reportRooted in Surrey
Local perspective.
Personal responsibility.
You work directly with Manish Dadhwal, a data and ERP specialist with more than 10 years of enterprise experience and an MBA in Data Analytics.
The aim is simple: make business information easier to trust, understand and use.
Meet the founderBefore we talk
A few useful
answers.
Do we need to replace our existing systems?
Usually the starting point is the tools you already use. We first check the available data, access and reporting requirements, then recommend a focused improvement.
Can we start with one report?
Yes. One recurring report or one important business decision is often a useful first scope.
What does a project cost?
The price depends on the agreed sources, reporting needs and delivery scope. You receive a defined scope and price before implementation begins.
What happens after handover?
The handover includes a walkthrough and documentation. Any follow-up support is defined in the project scope.
Surrey & Metro Vancouver
Local roots.
A wider perspective.
Serving teams across Surrey, Delta, Tsawwassen, White Rock, Burnaby, Richmond and Vancouver. Start with one reporting question and the tools your business already uses.
Explore our local service areaLocal referrals & workshops
A practical place to start
Bring the report
that slows you down.
Crescent Beach · South Surrey