Industries | Technology, Professional Services, Retail and Operations | Infoseer Consulting

Sector knowledge, so discovery takes days

We know technology and software businesses and professional services firms best, and we work at the scale of a growing company rather than a corporate programme. In each sector below we already know the likely systems and the numbers people argue about, which is what shortens requirements gathering from weeks to days.

Different sources, the same build Three sectors we know best
Different sources, the same buildThree sector rows. Each lists its typical source systems on the left and the reports built first on the right. Both sides feed through one shared middle column: audit the sources, model the data once, report from that model, automate the refresh. Where the data sits What we build What you open first Professional services Time and billing, CRM, project tracker, payroll, accounting, and the Excel files kept alongside Utilization and capacity by consultant Revenue, margin, and work in progress Project pipeline and delivery risk Technology and software Product logs, billing and subscription records, CRM, ticketing, the cloud bill, accounting Recurring revenue: new, renewed, and lost Profit per customer after cloud and support Support backlog and response time Finance teams QuickBooks, Xero or your ERP, budget sheets, sales and purchase records, payroll, payments Budget against actual, with the reason Cash on hand, and what is due in and out Who owes you money, and how overdue The same build, every time 01 Audit the sources 02 Model the data once 03 Report from that model 04 Automate the refresh The sector changes what sits on the left and what matters on the right. It does not change the middle, which is why discovery takes days rather than weeks.
Knowing the sector shortens the left-hand column and the right-hand column. The middle is the same discipline in every engagement.

Strongest fit

Professional services

For firms that need one clear view of client work, utilization, delivery, and margin.

Where your data usually sits

Your time and billing system, CRM, project tracker, payroll, accounting software, and the Excel files teams keep alongside them.

What we usually report first

  • Project pipeline and delivery status by client and team
  • Utilization, capacity, and delivery risk by consultant
  • Revenue, margin, and work in progress by engagement
  • Client retention, service quality, and operating efficiency
  • Unreconciled payments, listed and aged

Strongest fit

Technology and software businesses

For software firms, agencies, and IT service providers. One view that joins what customers use, what they pay, and what it costs to serve them.

Where your data usually sits

Your app or product logs, billing and subscription records, CRM, support inbox or ticketing tool, project tracker, cloud bill, and accounting software.

What we usually report first

  • Monthly recurring revenue, new, renewed, and lost
  • Which customers are active, and which have gone quiet
  • Profit per customer after cloud and support cost
  • Support volume, response time, and open backlog
  • Project delivery against committed dates

Strongest fit

Finance teams in growing businesses

For owners, controllers, and small finance teams. The monthly pack produced from your data instead of rebuilt by hand each period.

Where your data usually sits

QuickBooks, Xero, or your ERP, budget spreadsheets, sales and purchase records, payroll, and payment records.

What we usually report first

  • Sales and gross profit by product, branch, or channel
  • Budget against actual, with the reason for the gap
  • Cash on hand and what is expected in and out
  • Who owes you money, and how overdue it is
  • How many days it takes to close the books

Other sectors we deliver in

The same method applies. What changes is the source systems and the metrics that matter.

Retail and F&B

Sources: POS, inventory, ecommerce, supplier portals, accounting.

KPIs: sales per store and per hour, basket size, gross margin by SKU, stock cover, wastage, promo lift.

Logistics

Sources: TMS, WMS, GPS and telematics, fuel cards, dispatch sheets.

KPIs: on-time delivery, cost per shipment and per km, fleet utilization, failed delivery reasons, dwell time.

Professional services

Sources: time and billing, CRM, project management, payroll.

KPIs: utilization, realization rate, project margin, pipeline coverage, revenue per consultant.

Healthcare

Sources: HIS and EMR extracts, billing and claims, scheduling, pharmacy and lab systems.

KPIs: bed occupancy, average length of stay, throughput per clinic, claims denial rate, revenue per case.

Manufacturing

Sources: MES and SCADA exports, ERP production orders, maintenance logs, quality records.

KPIs: OEE, yield and scrap rate, unplanned downtime by cause, schedule adherence, cost per unit.

Government and public sector

Sources: programme monitoring systems, budget and disbursement records, service desk logs, field submissions.

KPIs: budget utilization, physical versus financial accomplishment, service turnaround time, beneficiary coverage.

Education

Sources: student information systems, LMS, assessment records, finance and cashiering.

KPIs: enrolment by programme, retention and dropout, pass rates, cost per student, and fee-payment completion.

Common questions

Sector fit

See how the work is delivered on the approach page, or what we build in capabilities.

Which industries does Infoseer know best?

Technology and software businesses and professional services firms. We also deliver in retail and food and beverage, logistics, healthcare, and manufacturing.

Do you need to know our industry to build a dashboard?

Sector knowledge shortens discovery. It means we already know the likely source systems, the metric definitions people argue about, and the reporting obligations, so requirements gathering takes days rather than weeks.

What source systems do you usually connect to?

ERP and accounting platforms, CRM, POS, HR and payroll, product telemetry, SQL databases, and the Excel and SharePoint files that sit alongside them.

Tell us your sector and your systems

On a 30 minute call we will name the likely data path and the first report worth building.