Prism BI
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Business intelligence with an AI analyst built in

See the whole business. Ask it anything.

Prism BI is a UK business intelligence company. We turn the data trapped in your systems into one live view of performance, with an analyst you can question in plain English. Take our ready-built portal for your industry, or have us design something around the way you run.

Book a demo Two ways to work with us

One version of the truthLive, not month-endIn your own branding

Trading overviewIllustrative data
Revenue by month£k
Ask Prism
Ask about your numbers…

Works with the systems you already run

ERP systemsEPOS and tillsAccounting softwareEcommerce platformsMarketplacesCRMWarehouse managementPayroll and HRPractice and case managementProduction planningSQL databasesSpreadsheets

Two ways to work with Prism BI

Ready-built when it fits. Built for you when it doesn't.

Most clients start with the portal for their sector. Where the data or the decisions don't fit a template, we build around the way you run.

01 · Product

Prism Portal

A secure intelligence portal designed for your sector, with all four layers built in.

  • Dashboards modelled on how your sector is run
  • Ask Prism answers questions in plain English
  • Reports, alerts and your P&L workbook sent automatically
  • Board pack whenever you need it
  • Each user sees what their role allows

Monthly subscriptionSee industries →

Which is right for you?

Not sure where to start?

Choose the portal if

your business looks broadly like others in your sector and you want to be live quickly.

Choose consultancy if

your systems are unusual, your measures are specific to you, or you need forecasting and planning tools.

Many clients do both

Start on the portal, then add bespoke pages as you grow.

Book a demo

02 · Consultancy

Bespoke intelligence

For businesses whose data or decisions don't fit a template. AI layered on top when you're ready.

  • KPI frameworks and executive dashboards
  • Data rescued from old ERP systems and spreadsheets
  • Forecasting and scenario planning tools
  • Board-level reporting design
  • Ongoing support on a monthly retainer

Project or retainerSee results →

Joanne Collins, founder of Prism BI
About Prism BI

Prism BI was founded by Joanne Collins after 25 years inside businesses, working across operations, materials planning, logistics and finance, and building the reporting their boards relied on.

That background shapes how we work. We start from the decisions a leadership team has to make, then find the data to support them, rather than the other way round. Our clients range from aerospace and automotive suppliers to distributors, retailers and professional services firms.

Prism Portal packages that experience into a product, so a growing business can have board-level intelligence without building a data team first.

Joanne Collins, FounderBook a demo →

Founder
Joanne Collins
Experience
25 years
Sectors
Aerospace, automotive, manufacturing, construction, distribution, retail, recruitment, legal
Works with
Owners, directors and boards
Based
Lancashire, UK. Working internationally

The 360° view

Every department gets its own reports. Ask Prism sees them all.

Each team gets dashboards built for the job they do: sales by customer and product, operations by site and shift, finance by cost centre. Underneath, it is all one connected model of the business, so Ask Prism can answer the questions no single report can.

  • Built for each departmentReports in the language each team already uses, with the measures they are judged on.
  • Joined up underneathOne set of customers, products, sites and dates across every system, so the numbers agree.
  • Questions across the lotAsk why margin moved and get an answer that draws on sales, purchasing and operations at once.
SalesCustomers, products, margin
FinanceP&L, cash, budget
OperationsOutput, delivery, quality
PurchasingSuppliers, prices, lead times
Ask PrismLooks across every department
StockCover, ageing, availability
CustomersOrders, service, returns
PeopleHours, utilisation, cost
MarketingLeads, campaigns, conversion
Why did gross margin fall last month?

Down 2.4 points, from three departments:

  1. Sales: mix shifted to discounted trade accounts, −1.1 pts.
  2. Purchasing: a 6% supplier price rise not yet passed on, −0.8 pts.
  3. Operations: rework at one site doubled, −0.5 pts.

Illustrative examples

How Prism is built

AI is only as good as what's underneath it.

Point an AI tool at raw exports and it will answer confidently from figures that don't agree with each other. Prism builds the intelligence in layers, so by the time anyone asks a question, the numbers have already been reconciled, defined and checked.

We build from the bottom up. You use it from the top down.

  1. Layer 4

    AI and automation

    Ask Prism answers questions in plain English and explains why a number moved. Automations send the reports, alerts and month-end files without anyone lifting a finger.

    • “Why is margin down?”
    • Scheduled reports
    • Alerts
  2. Layer 3

    Business intelligence

    Dashboards, targets and a board pack built on the measures your leadership team agreed, so every meeting starts from the same page.

    • KPIs vs target
    • Drill to detail
    • Board pack
  3. Layer 2

    Data foundation

    Your data cleaned, joined and modelled into one version of the truth. Definitions are written down once and checked against your own figures.

    • One definition per measure
    • Scheduled refresh
    • Access by role
  4. Layer 1

    Your systems

    The tools you already run. Nothing to replace.

    • ERP
    • EPOS
    • Ecommerce
    • CRM
    • Accounts
    • Spreadsheets

Automations

Your data already knows the answers. Prism tells you before you think to ask.

Reports, alerts and month-end files that run themselves, from the same reconciled data as the dashboards. Each person only receives the figures they are allowed to see, and every send is logged.

Example

Every manager gets their own scorecard

Each site or branch manager receives their own figures against target, and nobody else's. The same data as the board sees, filtered to what each person runs.

Runs
Mondays, 07:30
Sent to
Each site manager
Format
Email
From Prism <reports@prismbi.co.uk>
To Site manager, Bolton
Subject Your site this week · Bolton

Here is how Bolton did last week. You only see your own site.

Output4,82096% of plan
On time in full97.4%target 95%
Scrap2.1%target 1.5%
Overtime9%of hours

Focus this week: scrap on line 2 doubled after Tuesday's tooling change.

Scheduled reports

Delivered to inboxes and Teams on a timetable.

  • Daily flashEvery day, 07:00. Yesterday's sales against last year and budget, and anything that needs a look.
  • Weekly packMondays, 08:00. A short PDF of the week for the leadership team.
  • Manager scorecardsEach site or branch manager gets their own figures only.

Alerts

Sent the moment the data crosses a line you set.

  • Stock-out riskBest sellers forecast to run out before the next delivery.
  • Delivery slippingOn-time despatch falls below target for a customer or site.
  • Margin floorAn order or price list goes out below the agreed margin.

Workflows

Nudges for the jobs that keep the numbers trustworthy.

  • Month-end closeA checklist for finance, with reminders until each step is done.
  • New code to mapA new product or customer code appears and the data owner is asked to map it.
  • Data checkA source arrives late or incomplete, and the owner is told before anyone reports on it.

Industries

Built around the measures your sector runs on.

Every portal starts from a model of how businesses like yours make and lose money. We then shape it to your branches, your systems and your brand.

Retail

Multi-branch and online. Stores, web and marketplaces on one page, down to product and day.

Like-for-like sales
YoY %
Sell-through
by range
Store vs online
mix %
Explore retail →

Manufacturing & engineering

Where Prism BI began. Delivery, margin and order book visibility from the shop floor to the board.

OTIF
by customer
Aged sales orders
days
Margin
by product line
Explore manufacturing →

Logistics & distribution

Hauliers, pallet network depots and distributors. Profit by customer and lane, fuel recovery and fleet cost, down to the pallet.

Revenue per pallet
by lane
Fuel recovery
%
Extras charged
vs asked
Explore logistics →

Legal

Firms with several offices. Work in progress, billing and recovery by fee earner and department.

Lock-up
WIP + debtor days
Realisation
billed vs recorded
Utilisation
chargeable hrs

Real estate

Sales, lettings and property management across branches, from listing to renewal.

Days on market
by area
Lease renewals
due in 90 days
Commission
by agent

Recruitment & services

Consultant performance, pipeline and fees, without exporting another spreadsheet.

Placements
by consultant
Average fee
per placement
Pipeline value
by stage

Don't see your sector? The layers underneath are the same for every business. We build the top layer around how yours makes money.

Talk to us

Results

The measures move. At any scale.

Results are shown as the change in the measure itself, because that is what carries across to a business of any size. The same methods have been applied inside global aerospace and automotive groups.

What reporting costs you today

How much time goes into getting the numbers?

Roughly how many people build reports, spreadsheets and month-end packs, and how long it takes them.

Hours a year spent gathering and preparing numbers
1,248 hours
What that time costs a year
£44k
Working days a month, across the team
14 days

For illustration purposes only. Prism automates the gathering, checking and sending, so that time can go on acting on the numbers instead.

Before 32% · After 40%+8 pts

Gross margin

Margins improved from 32% to 40%.

Before 36% · After 99%+99%

Customer OTIF

On time in full rose from 36% to over 99%, with average delivery moving from two days late to two days early.

Cleared in 3 months20%

Of monthly turnover released

Arrears equal to 20% of monthly turnover reduced to zero in three months.

Before 224 days · After 00 days

Aged order book

Aged sales orders reduced from 224 days to zero.

Before 2.5 · After 1.0−60%

Despatches per order

Average despatches per sales order cut from 2.5 to 1.

5-year horizon98%

Forecast accuracy

A five-year sales forecast that proved 98% accurate.

Clients

In their words.

“What I’ve really valued about working with Prism BI is their ability to understand both the data and what the business actually needs from it. It’s about taking complex information and turning it into a visualisation that is clear, accurate and genuinely useful. Joanne brings a huge amount of passion, knowledge and attention to detail to help us deliver digital transformation and operational excellence.”
Stuart Conner, Data ManagerSafran Nacelles
“Before working with Prism BI, our reporting was all done on manual spreadsheets and bulky default reports. Jo’s extensive knowledge of business analytics has been invaluable and has transformed how we operate at ASL by providing seamless, automated visibility across our entire business, from sales and order book management to purchasing, production planning, quality, and stock. It has become an essential part of our day-to-day operations. Jo has been absolutely brilliant to work with throughout the whole process.”
Oliver Balshaw, Operations DirectorASL
“What Prism BI were able to do to bring various datasets to life visually has been literally game-changing to our business.”
Finance DirectorAMC (Auto Marine Cables)
“Overall, working with Prism BI was a game changer for our company. They brought data to the forefront of our decision-making processes and helped us to become more data-driven in our approach.”
Head of Supply ChainBCW Engineering
“We have drastically reduced our need to export multiple reports from our ERP system and saved hours of work each month when it comes to analysing financial performance.”
Business DirectorOne Stop Hire
“Her contributions were essential to the successful ERP project, and I wholeheartedly recommend her for any organisation seeking analytics and BI expertise.”
Senior ConsultantNexSys

Data protection

Your data stays yours.

Intelligence is only useful if people trust it. Prism is built so each person sees only what they should, and sensitive data stays where it belongs.

Encrypted throughout

Your data is encrypted in transit and at rest, on enterprise-grade cloud infrastructure.

Access by role

Users see only the branches, teams and figures their role allows.

Secure sign-in

Accounts lock after repeated failed attempts, and sessions expire automatically.

Read-only analyst

Ask Prism reads your figures to answer questions. It never changes your data.

Book a demo

See your sector's portal in 30 minutes.

Tell us about your business and we'll show you the portal for your industry, then talk through what a bespoke build would look like.

You'll be speaking to Joanne CollinsFounder, Prism BI
Emailjoanne@prismbi.co.uk
Phone+44 (0)7368 652 614
LinkedInPrism BI Ltd