Services
Services for financial and regulated operations.
Our service portfolio is organised around the systems, controls and support functions that keep financial operations accurate, secure and available. Engagements typically begin with a scoped discovery or readiness assessment, proceed through a controlled pilot or implementation, and continue under a managed SLA with quarterly improvement reviews.
Data and reporting
SQL Server Services, Crystal Reports and Power BI
Open the Data and Reporting division page
CollectiveIS supports organisations that rely on SQL Server, Crystal Reports and Power BI for operational, financial and executive reporting. The service addresses report accuracy, performance, ownership, modernisation and controlled publication over one governed data layer. Crystal Reports remains a current, supported SAP product — Crystal Reports 2025 is a 64-bit release — and its strength in pixel-perfect, print-ready financial documents is preserved while dashboards and new reporting move to modern platforms.
SQL Server Services
- Database health, performance and capacity assessment.
- Backup, restore and recovery verification.
- Security configuration and privileged-access review.
- Query and reporting performance support.
- Maintenance planning, monitoring and incident escalation.
- Capability development in progress for PostgreSQL-based platforms used in transaction environments.
Crystal Reports
- Report estate health check: inventory of reports, versions, data sources and ownership.
- Report maintenance, repair and performance review.
- Crystal Reports 2025 upgrade readiness, including 32-bit to 64-bit dependency review.
- Standardised financial report templates for statements, invoices and audit schedules.
- Crystal-to-Power BI paginated (RDL) migration planning and rebuilds.
- Scheduled report controls, failure investigation and testing against approved source data.
Power BI
- Data-model design and controlled metric definitions.
- Executive and operational dashboard development.
- Paginated (RDL) reports for exact-layout financial documents.
- Workspace, publication and access-control planning.
- Refresh monitoring and data-quality controls.
- Reconciliation between dashboards, source systems and approved reports.
Reporting governance completes the service: report registers, data lineage, version control, access matrices, change approvals and retention schedules, so that management reporting remains auditable as it modernises.