01 / The challenge
Where we start
A dashboard is only useful when people agree what its numbers mean. Duplicate records, timing differences and unclear sources can turn a neat chart into the wrong conclusion.
Expertise / Business meets engineering
Data, integrations & automation
Connect the tools you rely on and reduce the manual steps between information, decisions and action.
Who it helpsFor owners who have plenty of data but still assemble the same report by hand before each decision.
Planerix REST
A working example02 / The result
What you receive
A shared definition of the important metrics, a traceable data flow and an operational view built around the decisions it should support.
Scope & next steps
A practical starting point
We select one report, identify its authoritative sources and compare a sample period manually. Automation comes after the definitions and reconciliation rules are clear.
Discuss- 01API & source integrations
- 02Analytics and KPI models
- 03Workflow automation
A working example
Planerix REST
REST turns restaurant performance into an owner’s daily view: trends, rankings and linked guest details. The design makes it possible to move from a change in a chart to the underlying operational context.
Actual product interfaces, shown with demonstration data or existing public marketing content.
From question to working scope
Map
Understand the workflow, users and existing tools.
Decide
Agree the first scope, dependencies and evidence of a useful result.
Validate
Test the proposal with representative data before extending it.
Before we begin
What if an important source has no API?
We assess exports, supported connectors and update frequency. A controlled file import can be a useful first step; the interface should make freshness and coverage clear.
Can we start with one workflow?
Yes. A document assistant, an owner dashboard, a customer journey or one connection between tools can be a focused first scope. Discovery establishes the data, dependencies and acceptance criteria before an estimate.
Can you work with the tools we already use?
Yes. We first check available APIs, exports and account permissions. Existing platforms can stay part of the workflow; the right connection depends on the source and the way your team operates.
Data, integrations & automation
Discuss the first step
Share the workflow and the decision you want to improve. I will help define the next useful step.