06 · Management Intelligence

Management & Decision Intelligence

SHEPHARD helps companies connect data from different parts of the business and build a single view of operations. Through data analysis and AI, managers get business information that is timelier, clearer and better grounded. Our aim is not only to let managers see the data, but to help them understand the business behind it.

Why it matters

By the time managers see the data, it is often a week old.

As a company grows, managers have more and more to keep track of. Sales, purchasing, inventory, production, finance, HR and customers all generate data constantly, but it may be scattered across different systems and departments.

Managers often rely on staff reports, hand-built Excel spreadsheets and regular meetings to understand how the business is doing overall.

Does this sound like your company?

To learn how last week went, you wait for someone to build the spreadsheet
In the monthly business review, half the time goes on checking numbers
Problems only show up in the month-end reports, when it is too late to adjust
Decisions are made on instinct, and afterwards no one can say whether they were right

Managers do not need more reports. They need to see a problem before it grows.

What we offer

01 · Business Data Consolidation
Business data integration
Bring together operational data from different departments and management systems to build a unified management information foundation.
- Consolidating data across departments
- Defining the business metrics framework
- Standardizing data definitions
- Cross-analysis of business data
- Management data refresh mechanism
02 · Management Cockpit
Management dashboard
Present key business information in one place so managers can see at a glance how the company is performing.
- Business overview
- Sales and revenue analysis
- Purchasing and inventory monitoring
- Production and operations monitoring
- Finance and cost analysis
- Department performance and business metrics
03 · Intelligent Business Analytics
Intelligent business analysis
Use AI and data analytics to help managers understand business information faster and spot potential issues.
- Business trend analysis
- Key metric change analysis
- Business anomaly detection
- Cost and efficiency analysis
- Natural-language data queries
- Automatic business reports
04 · Intelligent Decision Support
Intelligent decision support
Provide managers with supporting analysis and decision references based on company data and business information.
- Business issue analysis
- Business risk alerts
- Operational improvement suggestions
- Resource allocation analysis
- Scenario analysis and forecasting

How we work

How a project unfolds

First decide which metrics managers really care about, then connect the data, and finally let the system surface problems on its own.

01Weeks 1–2
Metric definition
Work with management to pin down the business questions that matter most, and turn them into clear metrics and definitions.
Deliverables
- Business metrics framework
- Metric definitions
02Weeks 3–6
Data integration
Connect data from sales, purchasing, inventory, finance and other systems, align definitions, and keep the numbers trustworthy and traceable.
Deliverables
- Business data model
- Data integration plan
03Weeks 7–9
Dashboard launch
Build the management dashboard with a different view for each role, available on phone and computer at any time.
Deliverables
- Management dashboard
- Role-based views
04From week 10
Intelligent analysis
Set up alert rules, use AI to explain why the data has changed, and generate regular business analysis summaries.
Deliverables
- Alert rules
- AI business analysis reports

The value for your business

What changes afterwards

01
Greater transparency of business information.
02
Less time spent by managers getting hold of information.
03
Business problems spotted sooner.
04
Faster business analysis and decision-making.
05
A more data-driven way of managing.

Typical scenarios

The following scenarios are based on situations we commonly see in companies and illustrate the kinds of problems this service can solve.

Food & Hospitality
A dozen or so stores, and daily results wait on store manager reports
BeforeEach store's sales, footfall and waste come in through daily WeChat messages from the store manager, and head office only sees the totals the next day.
AfterStore data flows into the dashboard automatically, stores with anomalies are flagged red the same day, and management can check at any time.
Wholesale and distribution
Receivables keep piling up, and no one notices until month-end
BeforePayment status is split between the finance software and sales spreadsheets, so overdue accounts often go unnoticed until month-end reconciliation.
AfterReceivables ageing is calculated automatically, and sales and finance are alerted as soon as a customer payment goes overdue.
Manufacturing and production
Profit is falling, and no one can say why
BeforeYou can only see the profit change in the general ledger. Whether it comes from higher raw material prices, lower yield or a shift in product mix, no one can say.
AfterProfit is broken down by product, customer and cost item, AI points out the factors that changed most, and meetings can go straight to discussing what to do.