ur data
Work

How a typical engagement looks

UR Data is an early-stage studio, so rather than dressing anything up as a client case study, the scenarios below are honest, representative examples of the problems we are built to solve and how we would approach them.

Please note: the scenarios on this page are capability demonstrations — representative engagement patterns, not descriptions of real clients or completed projects. No client names, figures or outcomes are implied.

Representative scenario · Dashboards & reporting

The wholesaler drowning in Monday-morning spreadsheets

A regional wholesaler runs sales through an accounting package, stock through a warehouse system and customer orders through email and a web shop. Every Monday, someone spends half a day exporting CSVs and assembling "the numbers" — and by Wednesday, nobody is sure which version is current.

Our approach

A one-week discovery to trace where every figure in the Monday report actually comes from, then a small warehouse receiving automated nightly loads from the accounting package, warehouse system and web shop.

What we would build

  • Automated extracts from all three systems
  • A modelled sales-and-stock warehouse
  • A management dashboard refreshed daily
  • A written definition for every metric

The outcome we design for

The Monday-morning assembly job disappears; the leadership team looks at one live dashboard with agreed definitions, and the person who used to build the report gets their half-day back.

Representative scenario · Pipelines & integration

The services firm whose systems will not talk to each other

A professional-services firm books work in a CRM, tracks time in one tool, and invoices from another. Data is re-keyed at each step, mismatches surface at month-end, and reconciling them eats days of a partner's time.

Our approach

Map the flow from enquiry to invoice, agree which system owns each field, then build monitored integrations through the tools' own APIs so records flow automatically and mismatches are flagged the day they occur.

What we would build

  • An integration map with clear system-of-record rules
  • API pipelines syncing clients, jobs and time entries
  • A daily reconciliation check with email alerts
  • Documentation the firm's IT support can maintain

The outcome we design for

Re-keying stops, month-end reconciliation shrinks from days to minutes of reviewing an exception list, and every system agrees on who the client is and what they owe.

Representative scenario · Custom data software

The agency that wants to give clients their own numbers

A marketing agency reports to each client monthly with hand-built slide decks. Clients ask for numbers mid-month; account managers rebuild charts by hand. The agency wants a branded portal where each client sees only their own live figures.

Our approach

Start with a clickable prototype of the client portal, agree the metrics and permissions model, then build a small web application on top of automated feeds from the agency's advertising and analytics platforms.

What we would build

  • Automated feeds from advertising and analytics APIs
  • A secure multi-client web portal with per-client access
  • Scheduled PDF summaries for clients who prefer email
  • An admin view for the agency's own team

The outcome we design for

Clients self-serve their numbers at any time, monthly reporting becomes review-and-comment rather than build-from-scratch, and the portal itself becomes part of the agency's pitch.

Does one of these sound like your week?

If you recognise your own business in any of these scenarios — or your version is messier — tell us about it. The first conversation is free and genuinely exploratory.

Email contact@ur-data.co.uk

We reply within one business day.