Less reporting. More clarity.
Services
Software development
Data integration
Data integration
Tech Stack
Nuxt
Adonis.js
PostgreSQL
AWS
Chart.js
Adonis.js
PostgreSQL
AWS
Chart.js
Client
OVB · Fintech
Website
Visit websiteOVB is a financial advisory business that needed a shared view of performance across its teams. We built Moja Firma to bring scattered data and reporting into one platform for advisors and leadership.
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.
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.
Key outcomes
- 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.
Made sales performance easier to review without assembling separate reports.
Simplified business reporting by bringing scattered data into one platform.
We started with the information behind the reports, then built and refined the platform around real usage. The focus stayed on making the numbers useful to the people making decisions.
Understand the data
We mapped sources, reviewed existing calculations, and aligned reporting definitions with OVB. This resolved inconsistencies before they reached the dashboards.
Build the reporting
We connected the data and built clear reporting views for advisors and leadership, using a shared foundation across the platform.
Refine and support
We improved processing, performance, and documentation as usage grew, keeping the platform practical to maintain and use.
Made large reports faster to access as reporting needs grew.
"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.
Teams can review performance in a shared platform instead of assembling the picture from separate sources. OVB reported a 20% time saving on repetitive tasks.
For leadership, the value is a consistent view across sales teams. For advisors, it is easier access to the information they need.
For leadership, the value is a consistent view across sales teams. For advisors, it is easier access to the information they need.
20%
Reported time saving on repetitive tasks
2,500
Monthly active users
140k
Monthly page views
