EXPERT
✦ BI CRAFTSMANSHIP ✦ UK CORPORATE GOVERNANCE & DAX

Commercial PowerBI & Management Reporting in United Kingdom

Empower your board and management team with automated, real-time commercial reporting. Mr Umer Malik delivers custom PowerBI dashboards and data models tailored for British enterprises and chartered practices—contracted strictly outside IR35 under English Law.

INCLUDED
✦ COMMERCIAL DELIVERABLES ✦ UK STANDARDS

Core Capabilities & Production Deliverables

Direct architectural execution by senior engineer Mr Umer Malik with zero agency dilution.

Executive Management Dashboards for UK Boards

Tailored PowerBI reporting suites providing clear visibility over British revenue streams, gross margins, and operational KPIs.

Direct Xero & Sage Financial Connectors

Automated data models pulling transactional data directly from Xero, Sage 50, and QuickBooks into consolidated board reports.

UK GDPR & Cyber Essentials Compliance

Configuring PowerBI Service tenant settings and data residency to ensure all corporate metrics remain compliant with British data protection laws.

Departmental & Fee-Earner KPI Trackers

Monitoring billable hours, project completion margins, and staff utilization for British legal, accounting, and engineering consultancies.

Row-Level Security for Department Heads

Enforcing strict user-level data segregation ensuring departmental leaders only view figures within their authorized remits.

Outside-IR35 Commercial Terms

Fixed milestone delivery in GBP (£) with guaranteed turnaround times and full IP assignment under English Law.

ADVANTAGE
✦ BRITISH INDUSTRY FOCUS ✦ DIRECT SPECIALIST

Why British Organisations Choose Umer for PowerBI

Direct senior developer collaboration with zero agency markups, tailored for British corporate governance.

UK Business Hours Collaboration

Direct Slack, Teams, and phone access with senior engineer Mr Umer Malik throughout UK working hours.

Verified Commercial Standard ✓

100% Outside-IR35 Compliance

Fixed milestone delivery in GBP (£) with guaranteed delivery dates and full IP assignment under English Law.

Verified Commercial Standard ✓

UK Cloud Gateway Configuration

Configuring PowerBI data gateways on UK servers to satisfy British data sovereignty regulations.

Verified Commercial Standard ✓

Direct Senior Developer Access

Work directly with the PowerBI and DAX architect building your reports with zero agency middlemen.

Verified Commercial Standard ✓
PROCESS
✦ MILESTONE ROADMAP ✦ TRANSPARENT EXECUTION

Phased Delivery Roadmap & How This Project Runs

Structured from initial discovery call to production deployment and 100% intellectual property transfer.

Phase 01: KPI Requirements & Data Audit

Reviewing accounting sources (Xero/Sage), defining commercial metrics, and setting fixed pricing milestones in GBP (£).

Sprint Milestone

Phase 02: Data Modeling & DAX Calculation Build

Structuring clean star schemas and writing optimized DAX measures on a private staging sandbox.

Sprint Milestone

Phase 03: Executive Dashboard Design & RLS Setup

Developing intuitive report layouts, mobile views, and configuring departmental security permissions.

Sprint Milestone

Phase 04: Production Deployment & Management Training

Setting up automated data refreshes, conducting a leadership walkthrough, full PBIX handover, and 30-day warranty.

Sprint Milestone
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FAQ
✦ UK FAQ | COMMERCIAL TERMS & OUTSIDE IR35

Commercial FAQs for British Businesses

Clear answers on UK business hours alignment, fixed stage pricing in GBP (£), and outside-IR35 contracting.

Can PowerBI pull financial data directly from Xero and Sage? ▼
Yes. We build automated data connectors that import sales, expenses, and payroll figures from Xero or Sage into PowerBI with zero manual exporting.
How do you ensure corporate data remains compliant with UK GDPR? ▼
We configure PowerBI Service tenant regions, encryption keys, and role-based access to ensure sensitive financial data remains fully compliant with UK laws.
Can board members view the dashboards on tablets and mobile phones? ▼
Yes. We design dedicated, responsive mobile layouts in PowerBI optimized for iPads and smartphones, allowing directors to review KPIs on the move.
Are PowerBI development contracts handled outside of IR35? ▼
Yes. All engagements are deliverable-focused with defined milestones and fixed fees in GBP (£), executed strictly outside IR35.
Can we set up automated email notifications when certain targets are reached? ▼
Yes. We configure PowerBI automated alerts that trigger immediate email or Teams messages when metrics drop below or exceed specified commercial thresholds.
Who owns the PBIX files and DAX calculations? ▼
You retain 100% intellectual property ownership of all PowerBI PBIX files, DAX models, and data connectors under English Law.
CONNECT

Great dreams deserve craftsmanship, not compromises. Let’s build yours.

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UK REGIONS & COMMERCIAL CENTRES SERVED

England Scotland Wales
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