Phase 1
Synthetic data — zero production exposure
Ingestion, modeling, Power BI automation, and the Teams assistant running on realistic generated data. No PII, no GDPR exposure, no connection to your systems required.
Governed analytics · Power BI · AI — for commercial and finance teams
Your whole business. One source of truth. Answers in seconds.
We unify ERP, CRM, and finance data into one governed foundation — Power BI for leadership, self-service for analysts, and plain-language answers in Microsoft Teams for everyone else.
One truth. Every answer.
SAFERDE
From the live pharma reference build
- European markets modeled
- 12
- Products in live reference build
- 280+
- Field reps with governed access
- 420
- Report cycle after go-live
- Seconds
Trusted by commercial, operations, and finance leaders across the UK, Spain, and international markets.
You don't have a data problem. You have an answer problem.
The numbers exist — in ERP ledgers, CRM pipelines, procurement portals, and the finance spreadsheets everyone trusts a little differently. What is missing is the answer: reconciling three exports takes a week, every leadership question joins the analyst queue, and every figure reaches the room with a caveat attached. By the time the report lands, the tender deadline, the stockout, or the margin leak has already moved on.
- “Which products, regions, or accounts are behind plan?” still takes days of manual assembly — and the shortfall list is out of date before the review starts.
- “Which tenders should we pursue, at what price, and with what margin risk?” lives in country-specific spreadsheets with no shared view of win probability or competitive position.
- “Where did we lose money last month — discounts, fill rate, or channel mix?” is buried in exports nobody reconciles to the same definition of margin.
- “Can finance, commercial, and operations agree on one version of budget vs actual?” they cannot — so meetings open with whose number is right, not what to do next.
You do not need another dashboard. You need one governed answer — fast, role-appropriate, and trusted enough to act on the decisions you delay.
The promise
One trusted view of your business. Answers in seconds, not sprints.
We build a governed analytics layer on Snowflake or the platform you already run — clean, checked views for sales, margin, and plan-versus-actual. Then we put that truth where decisions happen: automated Power BI for leadership, governed self-service for analysts, and a Microsoft Teams assistant that turns plain English into read-only SQL, scoped by role.
- See the whole business on one screen
- Revenue, margin, growth, and concentration across every region, channel, product, and team — reconciled to one definition, ready before the operating cadence starts.
- Know what is working — and what is bleeding margin
- Budget, forecast, and actuals on a single line. ABC tiers and channel economics that turn vague concern into a ranked list of accounts, products, and tenders to fix.
- Ask in plain language. Get a governed answer.
- Anyone types a question in Microsoft Teams and receives a role-appropriate result plus a written summary — no SQL, no ticket queue, no dashboard hunting.
- Trust the number in front of the board
- Row-level security, standing data-quality checks, and a full audit trail of every question asked. Every team works from the same figures — but only sees what their role allows.
What we do
Eight service areas. One governed stack underneath.
We work back from the decisions you need to make, not from a tool catalogue. Start with one outcome or take the whole picture — turnkey, time-and-materials, or fully managed.
01
Data foundation & integration
We ingest ERP, CRM, procurement, and warehouse data into a governed lakehouse — automated pipelines, validation rules, and a semantic model your teams can extend. One source of truth, not another silo.
02
Executive dashboards & BI
Power BI reporting built from the same trusted views leadership already asks for — performance, trends, plan gaps, and concentration — published by role so every person sees the slice relevant to them.
03
Financial planning & analysis
Budget, forecast, and actuals reconciled on one model. AI-assisted variance analysis surfaces what is running behind by business area, strategy, or country — before close, not after the quarter is lost.
04
Tender & commercial intelligence
Centralized tender status, deadlines, competitive positioning, and win-probability scoring across countries — with pricing corridors and margin-risk flags so commercial teams qualify faster and walk away from bad bids earlier.
05
Governed self-service analytics
Analysts and domain teams explore safely inside role boundaries — fewer ad-hoc exports, fewer conflicting versions, faster answers without opening up the entire database.
06
Applied AI & conversational access
Snowflake Cortex (or equivalent) inside your governed boundary — data never leaves to be analyzed. Natural-language Q&A in Teams, predictive signals for FP&A and commercial use cases, MLOps where models need to run in production.
07
Cloud migration, optimization & security
AWS, Google Cloud, Azure, and Snowflake — architecture aligned with ENS and NIS2 principles. We handle migration, cost control, and the secure baseline everything else runs on.
08
European market entry & finance operations
Company incorporation, finance department setup, reporting, invoicing, tax compliance, and professional outsourcing for teams entering UK or EU markets — so analytics and operations land together.
How we work
Evaluate. Propose. Implement — with something usable at every step.
Every engagement follows the same rhythm we use across finance, supply chain, and commercial programs: understand the decisions that matter, validate the approach with your management team, prove the stack on pilot data, then scale under governance that is already in place.
01
Evaluation & assessment
We map data sources, commercial workflows, and the questions that cost you time today — across finance, supply chain, and marketing. You get a clear picture of what is feasible, what is missing, and what a pilot would prove.
02
Proposal & validation
A scoped plan: semantic model, dashboard set, governance rules, integration touchpoints, and a pilot timeline. We pressure-test assumptions with your stakeholders before build spend is committed.
03
Implementation & adoption
Pipelines live, Power BI published, Teams assistant deployed, users trained. We integrate with ERP, CRM, and warehouses you already run — and leave documentation your BI team can extend without starting over.
Prove it on a low-risk pilot first.
No big-bang bets. You walk through real dashboards and a working Teams assistant before any production data moves — and decide on rollout with evidence, not faith.
Phase 2
Masked production sample — confirm fit on your structure
A limited, anonymized extract of real sales or CRM data under the same row-level security and audit logging. Validate definitions, volumes, and adoption before wider rollout.
Showcase
Commercial intelligence for a European pharma operation
The depth we bring when the questions are serious: a governed Snowflake foundation, automated Power BI reporting, and a Microsoft Teams assistant for a European pharmaceutical sales operation — 12 markets, 10 therapeutic areas, 280+ products, 12,000 customers, 420 field reps. Different industry? The playbook is the same: unify, model, visualize, let people ask.
Capability 01
The European market at a glance
Where is revenue concentrated, where is it growing, and where is margin slipping?
A live map from Germany to Denmark — sized by revenue, colored by growth, year-over-year built in, drill-down to city level. Leadership sees concentration risk and momentum in one view instead of twelve country decks.
Capability 02
Plan vs actual on one line
Where are we versus plan — and exactly which products, reps, and accounts are behind?
Top-down budget, field outlook, and actuals on a single chart. Actuals stop at today; plan lines run to year-end so the gap is impossible to miss. A ranked shortfall table names the products, sellers, and accounts to recover — not just the aggregate miss.
Capability 03
Field-force ROI
Is our most expensive asset — people's time — actually converting?
Every call, sample, and event linked to revenue inside 60 days. Quota attainment by rep, manager, and country on the same page — so you fund what converts, not what merely feels busy.
Capability 04
Customer concentration & channel economics
Who really drives revenue, and where are we giving margin away?
Automatic ABC tiering ranks every account by contribution. A channel view exposes discount and margin leakage across tenders, retail, wholesale, and direct — turning "we think it's fine" into a recovery list.
Capability 05
Fulfillment & lost revenue
What did we fail to ship, and what did it cost?
Fill rates, shortages, and the value of every missed line in local currency, net of tax. A fulfillment log becomes a recoverable-revenue list your operations team can act on this week.
Capability 06
Ask it anything, in plain language
Can the rest of the team get answers without waiting on BI?
A governed assistant in Microsoft Teams. Someone asks "Which oncology products are under budget in Germany this quarter?" — Cortex translates to SQL, returns read-only results, and adds a written summary scoped to their role. Every query logged.
If we can model multi-country pharma commercial operations at this granularity, we can model the questions that run your business — products, regions, channels, tenders, and plans included.
Industries
The engine is the same. The questions are yours.
We have delivered governed analytics for pharma, retail, banking, loyalty programs, urban development, sports and sponsorship, healthcare traceability, and public-sector programs. If decisions depend on reconciled numbers, the unify-model-visualize-ask playbook applies.
- Pharma & life sciences
- Markets, therapy areas, field-force ROI, tender economics, fill rate, and plan-versus-actual — see the showcase above for the reference depth.
- Retail & consumer goods
- Store and SKU performance, real-time capture, promotion lift, stockouts, data-quality governance, and margin mix across channels.
- Manufacturing & supply chain
- Output, fill rate, cost-to-serve, on-time delivery, and supplier risk — with fulfillment losses quantified in money, not just percentages.
- Financial services & banking
- Data-lake ingestion, KPI generation, fraud-detection MLOps, portfolio views, and operational oversight on AWS, Google Cloud, or Azure.
- SaaS & subscription
- Revenue, retention, cohort performance, and channel economics — one reconciled model for leadership and finance.
- Healthcare & services
- Capacity, throughput, cost, outcomes — plus traceability and compliance-oriented workflows where image recognition or chat interfaces reduce manual risk.
- Public sector & regulated industries
- Secure architectures aligned with ENS certification and NIS2 principles — justice, utilities, mobility, and agency programs with unstructured data and strict access control.
Why Saferde
Outcome-first. Governed. Proven on real complexity.
We start from the decision you need to make Tuesday morning and work back to the data — not from a platform sale. London and Madrid teams, certified cloud and security partners behind the architecture, and a pilot path that lets you say no before production moves.
- Pilot first, production second
- Stakeholders walk through real dashboards and a working Teams assistant on synthetic or masked data — so you evaluate outcomes, not slide decks.
- Governed self-service, not a free-for-all
- Four scoped personas in the reference build — executive, analyst, sales manager, sales rep — each with row-level security, secure views, and logged queries.
- A plan view finance will sign
- Budget, forecast, and actuals on one semantic model. The boardroom, Power BI, and the field see the same definitions — not three versions of truth.
- Answers in the flow of work
- Plain-language Q&A where teams already collaborate. Adoption is a side effect of solving real questions, not a training program.
- Certified cloud, data engineering & security
- ENS-certified operations aligned with NIS2, validated data-engineering practice, and delivery experience across retail, banking, public sector, and loyalty programs on AWS, Google Cloud, and Azure.
Outcomes
What changes when the stack is governed and adopted
Framed as shifts you can observe in your own operating cadence — not feature lists, and not invented numbers.
Week-long report cycles become seconds
The "can you pull…" queue shrinks because governed answers live in Teams and self-service — not in one analyst's inbox.
One number, everywhere
Finance, commercial, and operations stop reconciling in meetings and start deciding — because definitions match.
Nothing flies blind against plan
Every product, region, and team tracked from week one — shortfalls ranked while there is still time to recover.
Margin leakage becomes a list
Discount and channel analysis turns "we don't know" into accounts, tenders, and routes to market worth fixing.
Tender calls happen with evidence
Win probability, pricing corridors, and margin-risk flags before the bid goes in — not after the loss is booked.
We run pilots so stakeholders walk through real dashboards and a working Teams assistant before production data moves. Evaluate the stack in weeks — then decide on phase two with evidence, not faith.
— How we de-risk delivery
Foundation
Enterprise platforms. Governed by design.
Snowflake for storage, transformation, and in-platform AI — your data is analyzed where it lives. Power BI and Microsoft Fabric for automated, role-tailored reporting. Microsoft Teams for plain-language access, with Cortex translating questions into governed SQL. Every refresh runs data-quality checks; every question is logged with user, role, and outcome. We integrate the ERP, CRM, and warehouses you already run on AWS, Google Cloud, or Azure — no rip-and-replace, no servers for your team to patch.
FAQ
Common questions
Straight answers on security, timeline, adoption, and what we need to get started.
Working session
Stop waiting on the report. Start asking the question.
Leave your work email and we will set up a working session: walk the pharma showcase, stress-test your hardest questions against the pilot approach, and leave with a scoped view of phase one.