GenCFO Award · Digital Transformation of the Year 2024

Turn your data into faster decisions, reduced costs and measurable growth

We help finance teams and operational leaders replace manual reporting and disconnected systems with automated, AI-driven data platforms that deliver real-time insight.

From centralised data foundations to advanced analytics and intelligent automation, we enable businesses to operate with clarity, speed and confidence.

Almost a Decade of Experience 120+ Projects Across Logistics, Retail & Manufacturing
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Data analytics dashboard
Digital Transformation of the Year
GenCFO Award 2024
Trusted by
Morrisons
Wren Kitchens
EVRi
DHL
Senditoo
Advantage
ELAHVI
Morrisons
Wren Kitchens
EVRi
DHL
Senditoo
Advantage
ELAHVI
The Challenge

Data is growing. Clarity is not.

Manual reporting slows decisions

Finance teams spend days producing reports that are out of date by the time they land.

Disconnected systems create inconsistencies

Multiple tools and spreadsheets mean no single version of the truth.

Insight arrives too late to act

By the time data is ready, the window to respond has already closed.

Teams spend time preparing data, not using it

Analysts and finance staff are data processors, not decision-makers.

What We Deliver

Four pillars of data transformation

This is what your business gets at the end of an engagement with us.

Data
Data Foundation

Centralise and structure your data into a single, trusted source of truth

Intelligence & AI
Insight and Analytics

Build dashboards and analytical tools aligned to your key business drivers

Automation
Automation and AI

Automate reporting, workflows and decision processes using AI

Step 01
Data
Centralise raw sources into a single, trusted foundation
Step 02
Platform
Structured data platform aligned to your business drivers
Step 03
Insight
Real-time dashboards and analytics that surface what matters
Step 04
Automated Action
AI-driven decisions and workflows that act on your data automatically
Spreadsheets
70+ files, weekly
ERP & finance
Ledger, payroll, AP
Ops systems
Hubs, fleet, WMS
AI + ML
automation
Weekly P&L Live
Margin vs plan +4.2%
Time saved
67 hrs / week
AI and Automation

AI and automation that deliver real business value

We do not implement AI for the sake of it. We apply it where it creates measurable impact.

  • Automate finance reporting and reconciliation
  • Reduce manual processes across operations
  • Enable faster, data-driven decisions
  • Improve forecasting and planning accuracy

Free up your team’s time to focus on decisions, not data preparation

Outcomes

Clear outcomes, not just dashboards

0
hrs/wk reporting time eliminated per week
Up to 50%
Reduction in manual finance processes
£100M+
Total client impact identified
98%
Client retention rate
£5M+
Profit from data-driven retail expansion
£2M+
Realised in a single six-month engagement
Before NewEffect

The old way

  • Manual spreadsheets across dozens of files
  • Disconnected systems with no single source of truth
  • Reporting delays of days or weeks
→
After NewEffect

The new reality

  • Centralised data platform with governed pipelines
  • Real-time dashboards for every decision-maker
  • Automated reporting delivered in minutes
How We Deliver It

Our six-step delivery model

A proven six-step delivery model from initial scope to continuous optimisation.

1
Scope
Identify data sources, systems and key business drivers
2
Align
Define KPIs and strategic outputs with your leadership team
3
Build
Develop the centralised data platform and analytics layer
4
Validate
Rigorous testing and stakeholder refinement before go-live
5
Deploy
Roll out dashboards, automation and AI across the business
6
Optimise
Continuous improvement and scaling as your business grows
Proof in Numbers

Real transformations. Real numbers.

Every engagement measured against commercial outcomes.

Logistics
From manual reporting to a PE-ready data engine
Before
  • Manual reporting across 70+ spreadsheets
  • No single source of truth
  • Weeks to close monthly reporting
After
  • Centralised Microsoft Fabric pipeline
  • Automated weekly P&L reporting
  • PE-ready data infrastructure
67 hrs/wk saved Multi-£m in 12 months
Retail
Picking the next retail store with big data, not gut feel
Before
  • Store expansion decisions based on gut feel
  • No demographic or competitor data
  • High risk of cannibalisation
After
  • Postcode-level location intelligence tool
  • Drivetime catchment and demographic modelling
  • Data-driven site selection
6 new locations >£5M profit
Operations
One ecosystem. Live dashboards. £multi-million in cost savings.
Before
  • Disconnected depots with no unified view
  • Manual cost tracking across sites
  • No real-time operational visibility
After
  • Single centralised data store
  • Live dashboards across all depots
  • AI assistant for natural-language financial queries
£multi-million saved Single source of truth
Why NewEffect

Built differently from traditional consultancies

01
Finance-led expertise

Finance-led data transformation at the core of everything we do.

02
Embedded delivery

We work inside your team, not as an external vendor.

03
Commercial focus

Every project tied to a measurable commercial outcome.

04
Hybrid approach

Off-the-shelf tools where they fit, bespoke where they don’t.

05
Sector depth

Experience across logistics, retail, manufacturing and FMCG.

We do not just build dashboards. We build decision-making systems.
Get AI-Ready

Not AI-ready yet? You’re in the majority.

AI doesn’t work on messy data. Most businesses that struggle with AI don’t have a tooling problem, they have a foundations problem. There is a clear path, and every step pays for itself before AI even enters the picture.

01
Structure your data
Scattered spreadsheets and systems brought into one governed source of truth.
02
Encode your business logic
KPIs, rules and definitions built into the data, not held in people’s heads.
03
Automate your reporting
Reports that build themselves, refresh in real time and never wait for month-end.
AI
Then AI compounds everything above
Forecasting, agents, automation, built on a foundation that’s ready for it.
Are you AI-ready?
6 questions. 60 seconds. No email required.
Is your data centralised in one place, rather than scattered across spreadsheets?
Do your key reports update automatically, without manual work?
Are your KPIs, rules and definitions documented and built into your systems?
Can leadership see the numbers that matter in real time?
Does everyone trust a single version of the numbers?
Have you automated at least one routine finance or ops process?
0 of 6 answered 0/6
Built for the Boardroom

What changes for your leadership in one quarter.

Finance Director
Trusted source of data
  • Streamlined automatic reporting
  • Centralised, harmonised data with fewer manual errors
  • Rolling forecasts and scenario analyses on demand
CFO
Strategic visibility
  • Real-time view across finance, ops and market
  • AI finance agent answering ‘why’ in plain English
  • Spot inefficiencies before they hit the P&L
CEO
Confident decisions
  • Automated workflows delivering immediate cost savings
  • Risk reduced via consolidated, reconciled reporting
  • Cleaner cash-flow visibility for board conversations

Start your data transformation journey

If your organisation is still reliant on manual reporting or disconnected systems, we can help you move to a fully integrated, insight-driven model.