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Core BI

Services

Four capabilities. Applied to your industry.

Every CoreBI engagement combines the same four capabilities. What changes is the workflows, data and dashboards — shaped around how sales teams and construction businesses actually work.

AI Workflow Automation

Automate the repetitive steps between systems — with AI for reading, extraction and drafting, and people approving anything that matters.

Sales 360
Customer email → requirements → CRM match → proposal draft → manager approval.
Construction 360
Timesheet submission → validation → manager approval → labour cost update.

Systems Integration

Connect the systems you already own through governed APIs, Power Automate or n8n — without replacing your systems of record.

Sales 360
Salesforce, Outlook, Teams and 8x8 activity in one reconciled data layer.
Construction 360
HR, payroll, timesheet, accounting and project planning data joined by project and person.

Business Intelligence & Power BI

Dashboards built on a documented data model, with definitions everyone agrees on and row-level security.

Sales 360
Pipeline, forecast, targets, call activity and renewals by team and salesperson.
Construction 360
Planned vs actual cost, committed cost, forecast margin and workforce capacity by project.

Intelligent Management Platforms

Power Apps or a web portal where managers act: approve, assign, review exceptions and see the audit trail.

Sales 360
A sales operations command centre for proposals, approvals and follow-ups.
Construction 360
A construction command centre for workforce planning, approvals and project control.

AI workflow automation

Automation that keeps people in control

AI handles reading, extraction and drafting. Rules handle routing and calculations. People approve pricing, commitments and anything affecting customers or employees.

Document & email understanding

Extract requirements, deadlines and actions from emails, meeting notes and tender documents.

Sales 360
Customer emails and Teams meetings
Construction 360
Tender packs and supplier quotations

Approval workflows

Route requests by value, budget and role, with reminders and a complete audit trail.

Sales 360
Discounts, margins and proposals
Construction 360
Purchase orders, variations and timesheets

Exception detection

Flag what needs attention using defined rules and thresholds — not guesswork.

Sales 360
Stalled deals and missed follow-ups
Construction 360
Labour overruns and resourcing conflicts

AI-assisted drafting

Draft proposals, responses and briefings from approved data. Nothing is sent without approval.

Sales 360
Proposals and follow-up emails
Construction 360
Tender responses and exception briefings

Industry solutions

See the capabilities applied

CoreBI Sales 360

Turn Sales Data and Customer Activity into Action.

Connect Salesforce, Outlook, Teams, telephony and Power BI to streamline proposals, approvals, follow-ups and sales performance management.

For: Technology resellers, MSPs, managed print, cyber & cloud resellers

  • Salesforce
  • Outlook & Teams
  • 8x8
  • Power BI
Explore Sales 360 View demo

CoreBI Construction 360

Take Control of Your Workforce, Projects and Costs.

Connect workforce planning, timesheets, project budgets, procurement and approvals into one intelligent view for construction managers and business owners.

For: Contractors, specialist & M&E subcontractors, fit-out and facilities

  • Workforce planning
  • Timesheets
  • Labour cost
  • Procurement
Explore Construction 360 View demo

Delivery process

A clear, controlled path from discovery to go-live

Durations depend on scope and are agreed in writing — we don't promise fixed timelines before discovery.

  1. Step 1

    Discovery call

    A free conversation about your processes, systems and priorities.

    30 minutes

  2. Step 2

    Discovery & roadmap

    We map processes and systems, confirm the system of record for each data type, and agree success measures.

    Scoped

  3. Step 3

    Proposal & scope

    A written scope with approval points, data access and an agreed fee.

    Agreed in writing

  4. Step 4

    Build in your tenant

    Built in your Microsoft 365, Power Platform or n8n environment, so you keep ownership.

    Phased

  5. Step 5

    Test, train, hand over

    Testing with sample data, then a controlled live period with approvals on, documentation and training.

    Hypercare included

See where your business is losing time and visibility — in 30 minutes.

A free, no-obligation discovery call. We'll look at your systems and processes and tell you honestly whether automation is worth it.

Book a Discovery CallExplore the demos