Less reporting. More clarity.
Data integration
Adonis.js
PostgreSQL
AWS
Chart.js
Teams spend less effort piecing together spreadsheets and can work from the same information, making performance easier to understand and day-to-day decisions easier to support.
- 2,500 monthly active users
- Reported 20% time saving on repetitive tasks
- 140,000 monthly page views
- Shared reporting across sales teams and leadership
Made performance comparisons more reliable by fixing inconsistent data.
Different systems told different stories. Before building the reports, we mapped the data and worked with OVB to agree on what each number should mean.
We corrected flawed processing, cleaned inconsistent records, and connected previously separate sources. That gave the reports a dependable foundation and helped teams compare performance using the same definitions.
Made sales performance easier to review without assembling separate reports.
Advisors need to understand their own performance. Leadership needs to see how the wider business is doing. Moja Firma brings both into one reporting platform.
We turned complex financial and sales data into reporting widgets that teams could use in their everyday work. Working from OVB’s initial design, we built the software and data connections behind those views.
Simplified business reporting by bringing scattered data into one platform.
Understand the data
Build the reporting
Refine and support
Made large reports faster to access as reporting needs grew.
A report is only useful if people can access it when they need it. We improved how Moja Firma processes and presents large amounts of information.
As reporting needs expanded, we refined queries and data processing to keep the platform responsive. The result supports regular use across the organisation, with 140,000 monthly page views reported.
"The Outloud team combined strong technical skills with a deep understanding of our business needs.
Their mindset and flexibility made the collaboration feel like working with an extension of our internal team rather than an external supplier."
Saved teams time by replacing repetitive reporting with shared dashboards.
For leadership, the value is a consistent view across sales teams. For advisors, it is easier access to the information they need.
