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🏅 GenCFO Award · Digital Transformation of the Year 2024

Faster Decisions, Reduced Costs & Measurable Growth

We help finance teams and operational leaders replace manual reporting and disconnected systems with automated, AI-driven data platforms that deliver real-time insight.

From centralised data foundations to advanced analytics and intelligent automation, we enable businesses to operate with clarity, speed and confidence.

✓Almost a decade of experience•120+ projects across logistics, retail and manufacturing

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View case studies

🏆

Digital Transformation of the Year

GenCFO Award 2024

Trusted by

The challenge

Data is growing. Clarity is not.

Manual reporting slows decisions

Finance teams spend days producing reports that are out of date by the time they land.

Disconnected systems create inconsistencies

Multiple tools and spreadsheets mean no single version of the truth.

Insight arrives too late to act

By the time data is ready, the window to respond has already closed.

Teams prepare data instead of using it

Analysts and finance staff become data processors, not decision-makers.

Get AI-ready

Are you ready for AI?

AI does not work on messy data. Most businesses that struggle with AI do not have a tooling problem, they have a foundations problem. There is a clear path, and every step pays for itself before AI even enters the picture.

01

Structure your data

Scattered spreadsheets and systems brought into one governed source of truth.

02

Encode your business logic

KPIs, rules and definitions built into the data, not held in people's heads.

03

Automate your reporting

Reports that build themselves, refresh in real time and never wait for month-end.

AI

Then AI compounds everything above

Forecasting, agents and automation, built on a foundation that is ready for it.

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Are you AI-ready?

0/6

6 questions · 60 seconds · no email required

Is your data centralised in one place, rather than scattered across spreadsheets?

Do your key reports update automatically, without manual work?

Are your KPIs, rules and definitions documented and built into your systems?

Can leadership see the numbers that matter in real time?

Does everyone trust a single version of the numbers?

Have you automated at least one routine finance or ops process?

What we deliver

Four pillars of data transformation

This is what your business owns at the end of an engagement with us. Not a slide pack, a working system.

01

Data foundation

Centralise and structure your data into a single, trusted source of truth.

02

Insight and analytics

Dashboards and analytical tools aligned to your key business drivers.

03

Automation and AI

Automate reporting, workflows and decision processes using AI.

04

AI readiness

Foundations, governance and roadmap so AI delivers instead of stalling.

How it works

From scattered sources to automated action

Data

Centralise raw sources into a single, trusted foundation.

Spreadsheets · 70+ files weekly

ERP & finance · ledger, payroll, AP

Ops systems · hubs, fleet, WMS

Platform

A structured data platform aligned to your business drivers.

Governed pipelines

Business logic encoded once

Microsoft Fabric · Azure

Insight

Real-time dashboards and analytics that surface what matters.

Weekly P&LLive

Margin vs plan+4.2%

Automated action

AI-driven decisions and workflows that act on your data automatically.

Time saved67 hrs / wk

AI and automation

AI and automation that deliver real business value

We do not implement AI for the sake of it. We apply it where it creates measurable impact.

Automate finance reporting and reconciliation

Reduce manual processes across operations

Enable faster, data-driven decisions

Improve forecasting and planning accuracy

Free up your team's time to focus on decisions, not data preparation.

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Before NewEffect

The old way

Manual spreadsheets across dozens of files

Disconnected systems, no single source of truth

Reporting delays of days or weeks

→

After NewEffect

The new reality

Centralised platform with governed pipelines

Real-time dashboards for every decision-maker

Automated reporting delivered in minutes

The difference, every week£m's in savings

Outcomes

Clear outcomes, not just dashboards

Hours of reporting time eliminated per week

50%

Reduction in manual finance processes

£100M+

Total client impact identified

98%

Client retention rate

£5M+

Profit from data-driven retail expansion

£2M+

Realised in a 12 month engagement

How we deliver it

Our six-step delivery model

A proven route from initial scope to continuous optimisation.

Scope

Identify data sources, systems and key business drivers.

Align

Define KPIs and strategic outputs with your leadership team.

Build

Develop the centralised data platform and analytics layer.

Validate

Rigorous testing and stakeholder refinement before go-live.

Deploy

Roll out dashboards, automation and AI across the business.

Optimise

Continuous improvement and scaling as your business grows.

Proof in numbers

Real transformations. Real numbers.

All case studies

67 hrs

Saved every week

Logistics · Finance

From manual reporting to a PE-ready data engine

67 hrs/wk savedMulti-£m in 12 months

10 sites

Modelled before committing

Retail · Location intelligence

Picking the next store with big data, not gut feel

8 new locations>£5M profit

Data Systems & Process Transformation

PE Backed Business Ready for Growth

Operations · Automation

One ecosystem. Live dashboards. Multi-million saved.

£multi-million savedSingle source of truth

What clients say

In their words

★★★★★

“Reporting that used to take our team days now lands automatically every Monday morning. We finally run the week from one trusted set of numbers.”

Operations Director

UK manufacturing business

★★★★★

“NewEffect embedded with our finance team rather than working at arm's length. The cost visibility they built surfaced savings we simply could not see before.”

Finance Lead

Global logistics company

★★★★★

“They turned a sprawl of spreadsheets into live dashboards the whole leadership team actually uses. The single source of truth changed our conversations.”

Head of Analytics

National delivery network

Why NewEffect

Built differently from traditional consultancies

01

Finance-led expertise

Finance-led data transformation at the core of everything we do.

02

Embedded delivery

We work inside your team, not as an external vendor.

03

Commercial focus

Every project tied to a measurable commercial outcome.

04

Hybrid approach

Off-the-shelf tools where they fit, bespoke where they do not.

05

Sector depth

Experience across logistics, retail, manufacturing, FMCG and Accounting.

We don't just build dashboards. We build decision-making systems.

Built for the boardroom

What can the leadership team expect?

Finance Director

Trusted source of data

✓ Streamlined automatic reporting

✓ Centralised, harmonised data with fewer manual errors

✓ Rolling forecasts and scenario analyses on demand

CFO

Strategic visibility

✓ Real-time view across finance, ops and market

✓ AI finance agent answering 'why' in plain English

✓ Spot inefficiencies before they hit the P&L

CEO

Confident decisions

✓ Automated workflows delivering immediate cost savings

✓ Risk reduced via consolidated, reconciled reporting

✓ Cleaner cash-flow visibility for board conversations

Start your data transformation journey

If your organisation is still reliant on manual reporting or disconnected systems, we can help you move to a fully integrated, insight-driven model.

Book a consultation ›

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