Business & Financial Transformation
We optimize reporting, planning, controlling and decision processes with the discipline of finance professionals.
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Profit & Loss PivotFY 2026 · CHF
| Row Labels | Actual | Budget | Variance |
|---|---|---|---|
| ▾ Revenue | 6'575 | 6'210 | +5.9% |
| Product sales | 4'220 | 4'050 | +4.2% |
| Services | 2'355 | 2'160 | +9.0% |
| ▾ Cost of sales | -2'891 | -2'760 | -4.7% |
| Gross profit | 3'684 | 3'450 | +6.8% |
| ▾ Operating expenses | -2'684 | -2'720 | +1.3% |
| Personnel | -1'721 | -1'760 | +2.2% |
| Operating & admin | -620 | -590 | -5.1% |
| Marketing & sales | -343 | -370 | +7.3% |
| EBITDA | 1'000 | 730 | +37.0% |
| Depreciation & amortisation | -230 | -250 | +8.0% |
| EBIT | 770 | 480 | +60.4% |
ActualBudgetForecast+
02 · ONE SOURCE OF TRUTHSEMANTIC MODEL · REFRESHED
ERPFinance actuals
CRMPipeline & customers
PLANNINGBudget & forecast
UNIFIED FINANCIAL MODELOne source
of truth
of truth
✓ Validated ✓ Governed ✓ Automated
Fact_Finance1.8M rows
Dim_AccountHierarchy
Dim_Calendar2021-2026
MeasuresCertified
Executive Overview● LIVE · POWER BI
REVENUE7.2M+12.4%
EBITDA18.6%+3.1pp
GROSS MARGIN42.1%+4.8pp
NET INCOME1.16M+19.0%
COST MIX
58%
● Personnel● Operations● Growth
VARIANCE TO BUDGET
Revenue+6.1%
EBITDA+13.3%
Cash+8.4%
REVENUE · YTDCHF 7.2M↑ 12.4%
GROSS MARGIN
42%
+4.8ppCASH POSITIONCHF 1.84M
FORECAST UPDATED JUST NOW
ORDER INTAKECHF 2.3M↑ 18.2%
TOP REGIONZÜRICH
34% OF REVENUE
PROCESS EFFICIENCY92%+11pp
01 EXCEL CHAOS→02 STRUCTURED DATA→03 POWER BI CLARITY
FROM MANUAL COMPLEXITY TO DECISION CLARITY
BUSINESS TRANSFORMATION - SWITZERLAND
Helping yourorganizationRISE
We combine financial expertise, business consulting and technology to make your organization work better.
FINANCEBusiness understanding
DATAClarity for decisions
TECHNOLOGYTransformation that lasts
THE RISE EFFECT
Technology alone does not transform a business. Better decisions, processes and people do.
Our financial background lets us understand what sits behind the numbers. We identify where value is lost, redesign how information and work flow through the organization, and implement the right tools to make the change tangible.
WHAT WE TRANSFORM
From business challenge
to measurable impact.
Data & Business Intelligence
We turn fragmented data into reliable Power BI and Microsoft Fabric solutions that management can act on.
Process Automation & AI
We redesign repetitive workflows and implement practical automation that creates time, quality and scalability.
SELECTED WORK
Real solutions.
Built for real decisions.
A glimpse into the applications and reporting experiences we create for modern organizations.
HOW WE CREATE CHANGE
Business first.
Technology second.
We do not begin with a dashboard or a tool. We begin with the organization: its goals, economics, bottlenecks and people.
- 01
Understand the business
Read the numbers, map the process and identify the real constraint.
- 02
Design the better way
Define the decisions, operating model and information flow that create value.
- 03
Make it real
Implement the data, applications and automation, then help the organization adopt them.