Consulting Services

Finance, sustainability, intelligence and automation working together.

Data Synergy combines management consulting with data-led execution to help organizations make stronger decisions, improve control and build sustainable growth.

Service Portfolio

Four consulting capabilities. One integrated approach.

Our consulting portfolio follows the core areas set out in the Data Synergy company profile, with particular emphasis on Business Intelligence, Power BI and automation.

01 • Corporate Finance

Financial strategy built around better decisions.

We support organizations facing complex financial and strategic choices with structured analysis, transaction support and practical advisory. Our approach connects corporate strategy, financial strategy and capital decisions so management can understand options, opportunities and exposures.

Core services

Corporate Strategy
Business Valuations
Financial Accounting & Reporting
CFO Advisory
Feasibility Studies
Research & Analysis

Transaction support

Transaction Advisory
Due Diligence
M&A / Corporate Integration
Business Planning
Family Business Advisory
Capital Optimization

02 • ESG & Sustainability

Move sustainability from reporting requirement to business value.

We help organizations strengthen governance, manage risk and integrate sustainability into business strategy. The objective is practical alignment between stakeholder expectations, regulatory requirements, reporting and operating decisions.

Governance & risk

Corporate Governance
Enterprise Risk Management
Regulatory Compliance
GRC Frameworks
Risk & Control Reviews
Due Diligence

Sustainability

ESG / Sustainability Strategy
Sustainability Reporting & Compliance
ISSB / IFRS S1 & S2 Alignment
GRI & SASB Support
Stakeholder & Materiality Focus
Embedding Sustainability into Business Models

03 • Data Analytics & Business Intelligence

Business Intelligence that turns reporting into management action.

Data is a strategic asset when it is trusted, structured and translated into clear decisions. We help organizations develop data-driven reporting and analytics capabilities, with a strong focus on Microsoft Power BI and finance-led decision intelligence.

CFO

Financial Control Dashboards

Income statement analysis, budget vs actual, variance analysis, PVM analysis, working capital, cash and executive performance reporting.

SALES

Sales Dashboards

Sales performance, trends, product/customer analysis, targets, margins and management visibility across commercial performance.

HR Dashboards

Headcount, workforce trends, performance indicators, resource analysis and management reporting for people decisions.

Data StrategyPower BIPower QueryDAXPythonR LanguageData VisualizationAI / Predictive Analytics

04 • Digital Transformation & Automation

Use technology to simplify processes, strengthen control and scale efficiently.

We combine process knowledge, business expertise and technology to redesign workflows and automate repeatable work. Transformation starts with the business objective, not the technology alone.

Transformation

E-Commerce
ERP Implementation Support
Digital Services & UX
Cloud-enabled Processes
Cyber Security Awareness
Business Process Redesign

Automation

Robotic Process Automation
Power Automate / Power Platform
Python-based Automation
Workflow Automation
Reporting Automation
AI-assisted Process Improvement

How we work

Training & Consulting supported by Analytics, BI & Automation

Data Synergy combines advisory expertise with capability building and technology-enabled implementation.

Training & Consulting

Corporate finance, ESG, sustainability, governance, risk, analytics and professional capability development tailored to business needs.

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Data Analytics, BI & Automation

Power BI dashboards, Python and R analytics, executive reporting, data strategy, workflow automation and performance intelligence.

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Need a tailored engagement?

Tell us the business problem. We will help structure the solution.

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