Clarity for decisions that matter.
We turn scattered data into dashboards, automations and governance, delivered on Power BI, Microsoft Fabric and Power Platform for mid-sized companies.
Claryum Executive Dashboard
Consolidated Executive View · Real-Time
$ 4.28M
Pipeline with 99.2% accuracy
+34.8%
Optimized manual routines
Our Services.
We operate across the most critical operational layers of your business to drive sustainable profitability and predictability.
Strategic Consulting
Deep analysis of your market to guide your company's next steps with confidence and commercial predictability. Data diagnostics and architecture on the Microsoft ecosystem, integrating market ERPs such as TOTVS, Sankhya, Omie and others.
- Microsoft ecosystem
- TOTVS
- Sankhya
- Omie
Innovation & Technology
Modern solutions to streamline internal processes, cut operating costs and raise the team's overall efficiency.
- Power Automate
- Power Apps
- Copilot Studio
Data Management (BI)
Structuring and analysis of complex data with interactive dashboards. Make faster decisions based on corporate intelligence.
- Power BI
- Microsoft Fabric
Ready-made solutions.
Two fixed-scope offers, built on Power BI, Microsoft Fabric, Power Automate and Power Apps.
Express Close
The problem
The month-end close depends on spreadsheets, manual reconciliation and waiting for every area to send its numbers.
What you get
- Automated income statement (DRE)
- Entry reconciliation
- Faster monthly close
Technology
- Microsoft Fabric
- Power BI
- Power Automate
Unit Benchmark
The problem
Every unit reports in its own way, so it is hard to tell which ones are above or below the chain's standard.
What you get
- Unit ranking
- Goal tracking
- Standards audit app
Technology
- Power BI
- Power Apps
Solutions by sector.
Each sector has its own routines and indicators. These are the solutions we build for the sectors we work in.
Retail & E-commerce
Margin Dashboard by Channel and SKU
Shows where margin is made or lost, by sales channel and by product.
- Power BI
- Microsoft Fabric
Inventory Replenishment Agent with Teams approval
Warns when a product is running out and asks for purchase approval right in Teams.
- Copilot Studio
- Power Automate
Financial Services
Credit Pipeline with document reading
Reads the customer's documents and moves the proposal through the analysis steps.
- AI Builder
- Power Apps
- Power Automate
Delinquency Dashboard and Collections Workflow
Tracks overdue accounts and sends collection reminders at the right time.
- Power BI
- Power Automate
Industry & Logistics
Efficiency and Downtime Indicators
The shop floor logs stoppages in an app and management follows efficiency on the dashboard.
- Power Apps
- Power BI
Logistics Control Tower
Brings deliveries, deadlines and incidents into a single view.
- Microsoft Fabric
- Power BI
B2B Services
Customer Portal for document submission
Customers send and track their documents in a dedicated portal, with no email back-and-forth.
- Power Pages
Automated Document Triage
Reads, classifies and routes incoming documents to the right team.
- AI Builder
- Power Automate
Our Technology.
We work in the Microsoft ecosystem. Each tool solves a specific problem in your operation.
- Power BI
- Dashboards and management reports with the company's numbers in one place.
- Microsoft Fabric
- Centralizes and cleans data from ERP, CRM and spreadsheets in a single base.
- Power Automate
- Automates routines and approval flows.
- Power Apps
- Simple apps for the field, the store and the shop floor.
- Copilot Studio
- Agents that answer questions and carry out tasks in Teams.
Plans & Packages.
Select the ideal tier of analytical support and consulting depth for your business stage.
Essential
Ideal for structuring initial analytical routines and standard executive reports.
- Diagnostic data assessment
- Monthly management report in Power BI
- Technical email support
Plus
For scaling operations demanding rapid insights and weekly cadence.
- Interactive dashboards in Power BI
- Weekly pipeline updates
- Priority advisory support
Premium
Full real-time BI deployment and intelligent automation for complex ecosystems.
- Real-time corporate BI in Power BI
- Key workflow automation with Power Automate
- Dedicated senior consultant
Exclusive
Custom-tailored architecture suited for proprietary enterprise business rules.
- 100% flexible scope
- Dedicated data engineering on Microsoft Fabric
- Executive SLA & governance
Success Cases.
Methodology and data engineering applied to eliminate bottlenecks and accelerate corporate performance.
Sales & Conversion Optimization
Deployment of analytical data pipelines and real-time dashboards unifying paid channels and CRM, driving a 25% increase in conversion rates in just 3 months.
Financial Visibility & Reconciliation
Unification of complex transaction pipelines into an automated financial P&L dashboard, compressing the monthly closing cycle from 10 days to just 2 business days.
Operational Efficiency & Value Chain
Integration of legacy ERP records with real-time fleet traceability, delivering a 30% surge in operational efficiency and significant idle-time reduction.
Intelligent Routine Automation
Implementation of automated workflows with custom business rules, cutting document turnaround by 50% and completely eliminating rework.
Claryum Framework.
Agile, transparent, and outcome-driven process providing executive value from day zero.
Discovery
In-depth mapping of the business model, data silos, and executive KPI requirements.
Architecture
Technical blueprint for BI models, pipeline ingestion, and security governance.
Implementation
Agile sprints with continuous stakeholder validation of dashboards and automations.
Growth
Production handover, executive enablement, and ongoing performance calibration.
Start your assessment with Claryum
Receive a preliminary data architecture review and strategic feasibility evaluation with no commitment.