Reporting & Management Automation
Spend Monday deciding, not assembling spreadsheets.
Recurring reports often take a capable person hours to compile from CRM, finance and operational systems. Evans automates the consolidation and first-pass analysis, leaving people to review and act.
Weekly reportsManagement summariesDashboardsPerformance alertsKPI consolidationRecurring analysis
Signs there is an opportunity
- Reports are rebuilt manually every week or month
- Numbers differ depending on who pulled them
- Problems are spotted too late
- Managers lack a single view of performance
What stays human-led
- Interpretation and decisions
- Board and investor reporting sign-off
- Target setting
- 01CRM + finance + operations
- 02Data consolidation
- 03Analysis
- 04Exceptions flagged
- 05Weekly summary drafted
- 06Human reviewHuman
Illustrative workflow. Every implementation is designed around your own process, systems and approval points — and sometimes the right answer is to improve the process rather than automate it.
How an engagement works
Diagnose, design, implement, then manage.
AI Workflow Audit
£1,495 + VAT
Identify where people, time and systems are being wasted and decide whether automation is commercially worthwhile.
Book an AI Workflow Audit →Automation Blueprint
Scoped from the audit
Complex workflows are designed before they are built: triggers, systems, rules, AI and human decisions, approvals, exceptions and measurement.
See an example blueprint →AI Workflow Implementation
From £4,950 + VAT
Build the simplest suitable system — one focused workflow, a connected process, or a wider commercial automation system.
Explore implementation →Managed AI Automation
From £995 + VAT / month
Evans monitors, maintains and continuously improves implemented workflows, and measures what they change.
Explore Managed AI Automation →Six solution families
Where automation usually pays back first.
Sales & CRM Automation
Lead capture, qualification, CRM administration, follow-up, research, pipeline updates and sales reporting.
See the workflows →02Customer & Enquiry Automation
Incoming enquiries, routing, acknowledgements, classification, FAQs, appointments, support triage and escalation.
See the workflows →03Document & Data Automation
Data extraction, document classification, data entry, summaries, document generation and moving information between systems.
See the workflows →04Operations & Admin Automation
Scheduling, task creation, internal requests, forms, handover, approvals and repeated back-office workflows.
See the workflows →05AI Agents & Business Assistants
Research, approved information retrieval, drafting, workflow steps and commercial support — controlled, with human approval.
See the workflows →Practical guidance
How Does AI Reporting Automation Work?
Many management reports take longer to assemble than to read, because the numbers have to be pulled together from several systems by hand.
How Much Does AI Automation Cost, and Is It Worth It?
AI automation cost varies with process complexity, and the return depends on hours saved and errors avoided being measured honestly, not assumed.
What Is AI Operations Automation?
Operational and admin work is often the least visible cost in a business, because it is spread thinly across many people rather than sitting in one obvious place.
Reporting & Management Automation questions
Dashboards can be part of it, but the aim is useful decisions: consolidated numbers, exceptions highlighted and a clear summary for review.
It can draft a first-pass summary from the data. A person reviews and owns the interpretation before it is circulated.
The audit assesses data quality first. Sometimes the right first step is fixing definitions and processes before automating reports.
Discuss a workflow
Tell us about the workflow.
Describe the process, the people involved and the systems it touches. Evans will tell you plainly whether automation looks worthwhile, and what a sensible first step would be.
Or call 0330 043 8477 · info@evanssalesconsultancy.co.uk