{"id":217,"date":"2026-06-05T10:03:14","date_gmt":"2026-06-05T10:03:14","guid":{"rendered":"https:\/\/howtodata.co.uk\/?page_id=217"},"modified":"2026-06-08T19:26:16","modified_gmt":"2026-06-08T19:26:16","slug":"services","status":"publish","type":"page","link":"https:\/\/howtodata.co.uk\/?page_id=217","title":{"rendered":"Services"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Turn your Finance Metrics into Business Performance<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Every CFO has access to numbers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Far fewer have complete confidence in what those numbers are telling them.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If your finance metrics aren&#8217;t reliable, you cannot accurately identify what&#8217;s driving revenue, profit, cash flow, or business value. And if you cannot identify the drivers, strategy becomes guesswork.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Our approach starts with building a trusted financial and operational performance baseline. Once that foundation is in place, we help you identify and close the specific performance gaps holding the business back.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We start where you are.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Ready to work on your biggest Performance Gap?<\/h2>\n\n\n\n<style>\n  \/* Corporate, clean styling with the vibrant orange theme *\/\n  #cfo-assessment-widget {\n    font-family: 'Segoe UI', Tahoma, Geneva, Verdana, sans-serif;\n    background-color: #ffffff;\n    border: 1px solid #e1e4e8;\n    border-radius: 8px;\n    padding: 30px;\n    max-width: 650px;\n    margin: 40px auto;\n    box-shadow: 0 4px 12px rgba(0,0,0,0.05);\n    color: #333333;\n  }\n  .cfo-step {\n    display: none;\n  }\n  .cfo-step.active {\n    display: block;\n    animation: fadeIn 0.5s;\n  }\n  @keyframes fadeIn {\n    from { opacity: 0; transform: translateY(10px); }\n    to { opacity: 1; transform: translateY(0); }\n  }\n  #cfo-assessment-widget h2 {\n    color: #FF6600; \/* Vibrant Orange *\/\n    margin-top: 0;\n    font-size: 22px;\n  }\n  #cfo-assessment-widget p {\n    font-size: 15px;\n    line-height: 1.5;\n  }\n  .cfo-label {\n    font-weight: bold;\n    display: block;\n    margin-top: 15px;\n    margin-bottom: 5px;\n  }\n  .cfo-select {\n    width: 100%;\n    padding: 10px;\n    border: 1px solid #ccc;\n    border-radius: 4px;\n    font-size: 15px;\n  }\n  .cfo-btn {\n    background-color: #FF6600; \/* Vibrant Orange *\/\n    color: #ffffff;\n    border: none;\n    padding: 12px 20px;\n    font-size: 16px;\n    font-weight: bold;\n    border-radius: 4px;\n    cursor: pointer;\n    margin-top: 20px;\n    width: 100%;\n    transition: background-color 0.3s;\n  }\n  .cfo-btn:hover {\n    background-color: #CC5200; \/* Darker Orange for hover *\/\n  }\n  .cfo-result-box {\n    background-color: #fffaf5; \/* Very light orange tint for background *\/\n    padding: 20px;\n    border-left: 4px solid #FF6600;\n    margin-top: 15px;\n  }\n  .cfo-roi-highlight {\n    font-weight: bold;\n    color: #FF6600;\n    font-size: 1.1em;\n  }\n<\/style>\n\n<div id=\"cfo-assessment-widget\">\n\n  <div id=\"step-intro\" class=\"cfo-step active\">\n    <h2>Go from Excel to excellent:<\/h2>\n    <p>Discover where your business is leaking value. Take this 2-minute diagnostic based on your current financial reporting to find your most profitable starting point.<\/p>\n    <button class=\"cfo-btn\" onclick=\"nextStep('step-1')\">Start Assessment<\/button>\n  <\/div>\n\n  <div id=\"step-1\" class=\"cfo-step\">\n    <h2>Step 1: Foundational Check<\/h2>\n    <p>Do you currently have reliable, consolidated visibility across your Income Statement (P&amp;L), Balance Sheet, and Cash Flow Forecasting?<\/p>\n    <select id=\"q-finance\" class=\"cfo-select\">\n      <option value=\"\">&#8212; Select an answer &#8212;<\/option>\n      <option value=\"no\">No, we struggle to get clear, automated reporting.<\/option>\n      <option value=\"yes\">Yes, our foundational reporting is solid.<\/option>\n    <\/select>\n    <button class=\"cfo-btn\" onclick=\"processStep1()\">Next Step<\/button>\n  <\/div>\n\n  <div id=\"step-2\" class=\"cfo-step\">\n    <h2>Step 2: Organizational Appetite<\/h2>\n    <p>What is the current appetite for data-driven change among the wider leadership team?<\/p>\n    <select id=\"q-culture\" class=\"cfo-select\">\n      <option value=\"\">&#8212; Select an answer &#8212;<\/option>\n      <option value=\"low\">Low &#8211; High resistance or lack of engagement.<\/option>\n      <option value=\"high\">High &#8211; They want insights to drive action.<\/option>\n    <\/select>\n    <button class=\"cfo-btn\" onclick=\"processStep2()\">Next Step<\/button>\n  <\/div>\n\n  <div id=\"step-3\" class=\"cfo-step\">\n    <h2>Step 3: Performance Symptoms<\/h2>\n    <p>Based on your current reporting, rate the severity of the following issues in your organization (1 = Not an issue, 5 = Severe issue):<\/p>\n    \n    <label class=\"cfo-label\">Is your Gearing increasing faster than your cash generation?<\/label>\n    <select id=\"q-gearing\" class=\"cfo-select\">\n      <option value=\"1\">1 &#8211; Not an issue<\/option><option value=\"2\">2<\/option><option value=\"3\">3<\/option><option value=\"4\">4<\/option><option value=\"5\">5 &#8211; Severe issue<\/option>\n    <\/select>\n\n    <label class=\"cfo-label\">Are margins under pressure despite revenue growth?<\/label>\n    <select id=\"q-margin\" class=\"cfo-select\">\n      <option value=\"1\">1 &#8211; Not an issue<\/option><option value=\"2\">2<\/option><option value=\"3\">3<\/option><option value=\"4\">4<\/option><option value=\"5\">5 &#8211; Severe issue<\/option>\n    <\/select>\n\n    <label class=\"cfo-label\">Is Working Capital consuming too much Cash?<\/label>\n    <select id=\"q-workingcapital\" class=\"cfo-select\">\n      <option value=\"1\">1 &#8211; Not an issue<\/option><option value=\"2\">2<\/option><option value=\"3\">3<\/option><option value=\"4\">4<\/option><option value=\"5\">5 &#8211; Severe issue<\/option>\n    <\/select>\n\n    <label class=\"cfo-label\">Are Labour costs growing faster than productivity?<\/label>\n    <select id=\"q-labour\" class=\"cfo-select\">\n      <option value=\"1\">1 &#8211; Not an issue<\/option><option value=\"2\">2<\/option><option value=\"3\">3<\/option><option value=\"4\">4<\/option><option value=\"5\">5 &#8211; Severe issue<\/option>\n    <\/select>\n\n    <button class=\"cfo-btn\" onclick=\"processStep3()\">Generate Strategy<\/button>\n  <\/div>\n\n  <div id=\"step-result\" class=\"cfo-step\">\n    <h2>Your Strategic Roadmap<\/h2>\n    <p>Based on your financial symptoms and organizational appetite, here is your recommended data strategy intervention:<\/p>\n    <div id=\"result-content\" class=\"cfo-result-box\"><\/div>\n    <p style=\"margin-top: 15px; font-size: 0.9em; color: #555;\"><strong>Timeline:<\/strong> 8-12 weeks for analysis, 6-12 months for initial end-to-end delivery.<\/p>\n    <button class=\"cfo-btn\" id=\"email-btn\">Book a Free Strategy Call<\/button>\n  <\/div>\n\n<\/div>\n\n<script>\n  \/\/ Global variables to store answers for the email\n  var globalAppetite = \"\";\n  var globalRecommendationName = \"\";\n\n  \/\/ Helper function to find the next Tuesday\n  function getNextTuesday() {\n    var d = new Date();\n    var day = d.getDay();\n    \/\/ 0=Sun, 1=Mon, 2=Tue, 3=Wed, 4=Thu, 5=Fri, 6=Sat\n    \/\/ If today is Tuesday (2), add 7 days to get NEXT Tuesday. Otherwise calculate days until next Tuesday.\n    var diff = (day <= 2) ? (2 - day) : (9 - day);\n    if (diff === 0) diff = 7; \n    \n    d.setDate(d.getDate() + diff);\n    \n    \/\/ Format the date nicely (e.g., Tuesday, 16 June 2026)\n    var options = { weekday: 'long', year: 'numeric', month: 'long', day: 'numeric' };\n    return d.toLocaleDateString('en-GB', options);\n  }\n\n  function nextStep(stepId) {\n    document.querySelectorAll('.cfo-step').forEach(function(step) {\n      step.classList.remove('active');\n    });\n    document.getElementById(stepId).classList.add('active');\n  }\n\n  function processStep1() {\n    var financeAns = document.getElementById('q-finance').value;\n    if (financeAns === \"\") {\n      alert(\"Please select an answer to continue.\");\n      return;\n    }\n    if (financeAns === \"no\") {\n      globalRecommendationName = \"Foundational Finance Fix\";\n      showResult(\"<strong>Priority 1: Foundational Check & Fix.<\/strong><br><br>You cannot address margin compression or working capital drain without a reliable foundation. Your immediate focus must be automating and validating your core finance reporting (Income Statement, Balance Sheet, Cash Flow) to create a Single Source of Truth before layering on operational data strategy.\");\n      setupEmailLink(\"Low (No Foundation)\");\n    } else {\n      nextStep('step-2');\n    }\n  }\n\n  function processStep2() {\n    globalAppetite = document.getElementById('q-culture').value;\n    if (globalAppetite === \"\") {\n      alert(\"Please select an answer to continue.\");\n      return;\n    }\n    nextStep('step-3');\n  }\n\n  function processStep3() {\n\nvar resultHtml = \"<strong>\" + selectedOption.title + \"<\/strong>\" + caveatText + \"<br><br>\" + selectedOption.text + \"<br><br><span class='cfo-roi-highlight'>\" + selectedOption.roi + \"<\/span>\";        \n    globalRecommendationName = selectedOption.title.split(':')[0];        \n    setupEmailLink(globalAppetite);    \n    showResult(resultHtml);\n\n    var gearing = parseInt(document.getElementById('q-gearing').value);\n    var margin = parseInt(document.getElementById('q-margin').value);\n    var workingCapital = parseInt(document.getElementById('q-workingcapital').value);\n    var labour = parseInt(document.getElementById('q-labour').value);\n\n    \/\/ Difficulty ratings: Customer (Easy), Pricing (Medium), Purchasing (Medium), Workforce (Hard)\n    var options = [\n      { name: \"Customer\", score: gearing, difficulty: \"Easy\", title: \"Option A: Know Your Customer Strategy\", roi: \"Typical ROI: \u00a31m+\", text: \"Your gearing is outpacing cash generation. We need to align your financial data with customer behaviour and profitability to ensure your capital is funding the right growth.\" },\n      { name: \"Pricing\", score: margin, difficulty: \"Medium\", title: \"Option B: Pricing Strategy Optimisation\", roi: \"Typical ROI: 5%+ Margin improvement\", text: \"Revenue is growing but margins are bleeding. We need to build analytical models that connect your P&L data directly to your pricing structures and sales workflows to stop margin leakage.\" },\n      { name: \"Purchasing\", score: workingCapital, difficulty: \"Medium\", title: \"Option C: Purchasing Strategy Optimisation\", roi: \"Typical ROI: 5%+ Cost improvement\", text: \"Working capital is trapping your cash. We need to deploy data models that give you visibility into vendor terms, inventory turns, and supply chain efficiencies to free up liquidity.\" },\n      { name: \"Workforce\", score: labour, difficulty: \"Hard\", title: \"Option D: Workforce Performance Management\", roi: \"Typical ROI: 10%+ Productivity improvement\", text: \"Labour costs are outpacing output. We need to connect your HR and operational data with your financial reporting to identify productivity bottlenecks and optimize your workforce allocation.\" }\n    ];\n\n    \/\/ Sort options by score (Highest first)\n    options.sort(function(a, b) { return b.score - a.score; });\n\n    var selectedOption = options[0];\n    var caveatText = \"\";\n\n    \/\/ If Appetite is Low and the highest score is Workforce (Hard)\n    if (globalAppetite === \"low\" && selectedOption.name === \"Workforce\") {\n        \/\/ Find the next best option that isn't \"Hard\"\n        var safeOption = options.find(function(opt) { return opt.difficulty !== \"Hard\"; });\n        \n        \/\/ If they rated everything else a 1, just default to Customer as the safest starting point\n        if (!safeOption || safeOption.score === 1) {\n            safeOption = options.find(function(opt) { return opt.name === \"Customer\"; });\n        }\n        \n        caveatText = \"<br><br><em>Strategic Note: Given your organization's current appetite for data-driven change, a highly effective starting point is \" + safeOption.title.split(':')[0] + \". While Labour Costs scored highest, optimizing workforce performance requires navigating complex organizational sensitivities and high change management. \" + safeOption.title.split(':')[0] + \" provides a robust foundation and an immediate, frictionless win to build momentum across the leadership team.<\/em><br><br>\";\n        \n        selectedOption = safeOption;\n    }\n\n    var resultHtml = \"<strong>\" + selectedOption.title + \"<\/strong>\" + caveatText + \"<br><br>\" + selectedOption.text + \"<br><br><span class='cfo-roi-highlight'>\" + selectedOption.roi + \"<\/span>\";\n    \n    globalRecommendationName = selectedOption.title.split(':')[0];\n    \n    setupEmailLink(globalAppetite);\n    showResult(resultHtml);\n  }\n\n  function setupEmailLink(appetiteLevel) {\n      var btn = document.getElementById('email-btn');\n      var nextTuesday = getNextTuesday();\n      \n      var emailAddress = \"suzanne@howtodata.co.uk\";\n      var subject = encodeURIComponent(\"Data Assessment Results: Let's discuss strategy\");\n      var bodyText = \"Hi Suzanne,\\n\\nI just completed your Data Assessment and would like to arrange a strategy call.\\n\\nHere are my high-level results:\\n- Organizational Appetite: \" + appetiteLevel + \"\\n- Recommended Focus Area: \" + globalRecommendationName + \"\\n\\nWould you be available for a brief call next \" + nextTuesday + \" between 11:00 AM and 3:00 PM?\\n\\nBest regards,\";\n      \n      var body = encodeURIComponent(bodyText);\n      \n      btn.onclick = function() {\n          window.location.href = \"mailto:\" + emailAddress + \"?subject=\" + subject + \"&body=\" + body;\n      };\n  }\n\n  function showResult(resultText) {\n    document.getElementById('result-content').innerHTML = resultText;\n    nextStep('step-result');\n  }\n<\/script>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\">Book an initial performance diagnostic and discover where the greatest value opportunity exists within your business.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Turn your Finance Metrics into Business Performance Every CFO has access to numbers. Far fewer have complete confidence in what those numbers are telling them. If your finance metrics aren&#8217;t reliable, you cannot accurately identify what&#8217;s driving revenue, profit, cash flow, or business value. And if you cannot identify the drivers, strategy becomes guesswork. Our [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-217","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/howtodata.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/217","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/howtodata.co.uk\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/howtodata.co.uk\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/howtodata.co.uk\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/howtodata.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=217"}],"version-history":[{"count":56,"href":"https:\/\/howtodata.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/217\/revisions"}],"predecessor-version":[{"id":382,"href":"https:\/\/howtodata.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/217\/revisions\/382"}],"wp:attachment":[{"href":"https:\/\/howtodata.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=217"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}