Livia BI & Operations Consulting

Services

Four ways Livia supports your firm

Engagements are scoped around whichever combination of these your firm needs — from a single dashboard project to an ongoing monthly retainer covering all four.

01 · MI

Management Information

Turning raw data into the reporting directors and boards actually rely on, delivered on a regular cycle.

  • Monthly board packs
  • Executive reporting
  • KPI reporting
  • Operational reporting
  • Performance dashboards
Example: Redesigning a scattered monthly board pack into a single, consistent report covering revenue, pipeline, adviser performance and client retention.
02 · BI

Business Intelligence

Building the tools that let people answer their own questions, instead of waiting on someone else's spreadsheet.

  • Power BI dashboards
  • Interactive reports
  • Data visualisation
  • Excel reporting & Power Query
  • Data quality reviews
Example: A live Power BI dashboard giving directors a single view of assets under management, new business and campaign performance, refreshed automatically each week.
03 · Operations

Operations Analysis

Looking at how work actually flows through the business, and where time and accuracy are being lost.

  • Workflow reviews
  • Operational efficiency assessments
  • Process mapping
  • Reporting improvements
  • Automation opportunities
Example: Mapping the client onboarding process end-to-end, identifying three manual handoffs that could be automated with existing tools.
04 · Commercial

Commercial Analysis

Understanding where the business actually makes money, and which activities deserve more attention.

  • Revenue reporting
  • Profitability analysis
  • Client segmentation
  • Marketing analysis
  • Performance monitoring
Example: A client segmentation model showing which client bands and referral sources generate the most profitable, lowest-effort business.

And increasingly

AI & Automation

Every one of the services above can now be made faster with the right use of AI. Livia helps firms use it sensibly, not just adopt it for its own sake.

Using ChatGPT

Practical, everyday uses for drafting, summarising and analysing information.

Microsoft Copilot

Getting real value from Copilot inside Excel, Word and Outlook.

Automating repetitive reporting

Reducing manual admin and freeing up time for higher-value work.

Not sure what you need yet?

Most engagements start with a short review of your current reporting and systems, so the scope reflects what your firm actually needs.

Get in touch