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RGA Solutions

RGA SolutionsRGA SolutionsRGA Solutions
  • Home
  • Consultancy Services
  • Engagement Options
  • Delivery Scope
  • About
  • Project Highlights
  • Case Studies
  • Contact Us
  • Blog

Strategic BI & Reporting Leadership for Public & Private Sector Executives

Strategic BI & Reporting Leadership for Public & Private Sector ExecutivesStrategic BI & Reporting Leadership for Public & Private Sector ExecutivesStrategic BI & Reporting Leadership for Public & Private Sector Executives

From performance frameworks to full reporting redesigns, I help organisations make better use of their data.

Contact Robert Crooks, Specialist BI Consultant

Strategic BI & Reporting Leadership for Public & Private Sector Executives

Strategic BI & Reporting Leadership for Public & Private Sector ExecutivesStrategic BI & Reporting Leadership for Public & Private Sector ExecutivesStrategic BI & Reporting Leadership for Public & Private Sector Executives

From performance frameworks to full reporting redesigns, I help organisations make better use of their data.

Contact Robert Crooks, Specialist BI Consultant

Consulting Services for Executive Teams

BI Strategy & Roadmap

We work directly with executive teams to shape a clear, actionable BI strategy.
✔ Align BI priorities with your organisational strategy and performance goals
✔ Build a practical roadmap for your BI function, covering people, processes, and technology
✔ Identify gaps and quick wins to build momentum

KPI Framework Design

We help you develop a clear, outcome-focused KPI framework.
✔ Focus on what truly drives performance
✔ Align metrics across Board, executive and operational levels
✔ Reduce duplication and conflicting measures

Executive Reporting Redesign

Analytics Operating Model Design

We work with leadership teams to streamline Board packs and executive dashboards.
✔ Refocus leadership attention on the critical few metrics that matter
✔ Simplify reporting suites and remove redundant reports
✔ Improve confidence in your data and insights

Analytics Operating Model Design

Analytics Operating Model Design

We help shape your BI and insights function into a high-performing partner to the business.
✔ Clarify team roles, skills, and accountabilities
✔ Define the right balance of self-service and central reporting
✔ Improve ways of working across your BI, IT, and business teamsLead engagement with execs and end-users to align BI with real-world decisions.

BI & Insights Functional Leadership Support

We help BI and Insights functions evolve into trusted, business-aligned partners—not just report producers.

✔ Support BI leaders with functional leadership challenges: team vision, role clarity, and stakeholder management
✔ Provide coaching and advisory support on running BI as a business-critical function
✔ Hands-on mentoring for BI leads and senior analysts to build leadership capability, not just technical delivery

Team Development & Capability Uplift

✔ Develop team structure, career paths and role clarity across Power BI, QlikView, data analysis and reporting
✔ Build team confidence and clarity of purpose
✔ Improve how your BI team engages with stakeholders and contributes to leadership decision-making

Engagement Options

Transparent. Strategic. Value-Driven

We help organisations design and deliver BI strategies, reporting suites and KPI frameworks that cut through reporting clutter and enable confident, insight-driven leadership.


With deep experience building and leading BI and Insights teams, we go beyond advisory presentations to help shape the teams, tools and processes needed to embed sustainable improvements.

Flexible Services

We work with organisations on a flexible, tailored basis — from short reviews to longer-term strategic support.


Common engagement types include:

  • Fractional BI Leadership: 1–2 days per week supporting senior teams with reporting strategy
  • BI Strategy Reviews: 4–5 day engagements to assess current reporting, KPIs, and capability gaps
  • Advisory Support: Short-term projects around insight delivery, Power BI oversight, or KPI design


Every engagement is scoped to your organisation's needs, pace, and complexity.

Contact Us

Contact Robert to discuss options: robert@rgasolutions.co.uk

Delivery Scope

BI Strategy Leadership & Oversight

You get senior-level direction across your entire BI function — vision-setting, roadmap leadership, governance alignment, and stakeholder management.

Typical uses:

  • Steering multi-team BI strategy
  • Rescuing underperforming reporting functions
  • Leading transformation, integration, or recovery projects

BI Review & Roadmap

A short-term, focused engagement that provides a full diagnostic of your current BI/reporting setup and a prioritised roadmap for improvement.

What’s delivered:

  • Review of your current BI environment (tools, teams, outputs)
  • Stakeholder interviews and needs assessment
  • Risk and value gap analysis
  • Strategic roadmap with prioritised recommendations
  • Executive summary for board or leadership review

Ongoing Oversight

A flexible arrangement for organisations needing strategic BI leadership over time — without hiring a full-time senior resource.

Includes:

  • Monthly time allocation (remote or hybrid)
  • Strategy reviews and prioritisation support
  • Ad hoc advice and team leadership as required

Advisory & Insight Sessions

Standalone or bundled strategy sessions for boards, execs, or digital teams making BI-related decisions.

Common topics:

  • Review of KPIs and reporting frameworks
  • Guidance on tool selection or restructure
  • External view on investment cases or reorganisation plans

For NHS & Public Sector Clients

I work with NHS Trusts, ICSs, and government teams. Engagement can be via direct contract or public frameworks such as G-Cloud.

Contact Us

Contact Robert to discuss options: robert@rgasolutions.co.uk

About the Consultancy

At RGA Solutions, we help leadership teams refocus their BI and reporting strategy to drive real-world performance improvement.

Led by Robert Crooks, an experienced BI & Insights leader, we’ve built and led BI teams of 20–30 people across Power BI, QlikView, data analytics and project management,giving us first-hand insight into what it takes to turn data teams into trusted, high-performing partners to the business.

Now working as a strategic advisor, Robert partners with NHS and private sector leadership teams to simplify and refocus their reporting, design practical BI strategies, and help develop the teams and capabilities needed to deliver.

Why Clients Work With Us

  • Strategy-led, not tool-led: I start with your business needs, not the tech
  • Experienced leadership: I’ve led BI at scale during hospital mergers, national MoJ initiatives, and £3.6bn acquisitions
  • Practical, user-first delivery: Your dashboards won't just look good - they’ll be used
  • Board-level alignment, not just dashboards
  • Engagements from 1-day reviews to 12-month leadership roles

My Background

With a BSc in Mathematics & Statistics and certification in PRINCE2, I combine analytical rigour with structured delivery. I specialise in Power BI, stakeholder alignment, and reporting rationalisation - helping clients get real value from their data estates.

How I Work

  • Available for short projects or long-term partnerships
  • Flexible engagement: remote or hybrid onsite
  • Fractional leadership or hands-on delivery

Discuss Your Business Intelligence Needs

Contact me at Robert@rgasolutions.co.uk to discuss your BI requirements.

Project Highlights - Real-world examples of BI leadership

🏥 NHS Merger BI Integration

Led the integration and redevelopment of Business Intelligence and Data Warehouse functions during the merger of Chelsea and Westminster and West Middlesex Hospitals.

📊 Integrated Performance Dashboard (NHS)

Developed and implemented a cross-regional dashboard covering finance, quality, clinical, and HR metrics across Surrey, West London and the Midlands — aligning stakeholders around shared KPIs.

🔗 Regional BI Collaboration (Surrey)

Designed and delivered a regional BI solution across 14 organisations, negotiating data requirements and integrating disparate systems into a cohesive reporting platform.

🏛️ Ministry of Justice Performance Ratings

Created a new custodial service performance BI system for the MoJ, developed in collaboration with the Prisons Minister, Director General and Prison Governors, supporting national performance oversight.

💼 M&A PMO Leadership – Resolution Plc

Established and led the PMO for the £3.6bn acquisition of Abbey Life by Resolution Plc. Negotiated and managed the Transitional Services Agreement between buyer and seller.

🚑 Health Emergency System – Northamptonshire

Delivered a real-time emergency capacity management solution across key health and social care services, enhancing system-wide visibility and response coordination.

📣 Looking to Achieve Similar Impact?

Contact Robert@rgasolutions.co.uk to explore how we can improve your BI capability.

Case Study

Strategic BI Integration Following Acute Hospital Merger

Client: NHS Acute Trusts – Chelsea & Westminster and West Middlesex
Role: Strategic BI Lead
Sector: Healthcare
Duration: 2 years
Engagement: BI Integration Executive Consultant

Challenge:
Two merging acute hospital Trusts had legacy BI teams, duplicate reporting processes, and incompatible data systems. There was no unified reporting framework, which created confusion at board level.

Solution:
Led the strategic design and implementation of a single integrated BI operating model. Unified data definitions and reporting standards, consolidated teams, and established a single source of truth for executive reporting. Introduced robust data governance and stakeholder engagement processes across both legacy organisations.

Impact:
✔ Delivered a unified executive dashboard suite within 12 weeks
✔ Reduced duplication of reports by 60%
✔ Enhanced confidence in board-level decision-making with consistent KPIs

Executive Dashboard Strategy for Mental Health Trust

Client: Surrey & Borders Partnership NHS FT
Sector: Healthcare
Role: Head of BI / Strategic BI Lead
Duration: 3 years

Challenge:
The executive team lacked a clear view of organisational performance. Reporting was fragmented, reactive, and too operational for strategic decision-making.

Solution:
Led the design and delivery of a new suite of board-level dashboards, aligned to Trust priorities. Established a KPI framework, introduced Power BI governance, and drove culture change around data use at executive level.

Impact:
✔ Increased board confidence in reporting
✔ Improved alignment between data and strategy
✔ Embedded consistent KPI use across directorates

Real-Time Emergency Care Insight Platform

Client: NHS Digital & Local Government
Sector: Health & Social Care
Role: Regional BI Transformation Lead
Duration: 18 months

Challenge:
Leaders lacked timely, joined-up data on emergency care demand and capacity across the system — delaying action.

Solution:
Led development and rollout of a web-based real time reporting tool integrating hospital, ambulance, community, and social care data. Co-designed dashboards with stakeholders and built consensus on shared metrics.

Impact:
✔ First regional view of real-time urgent care pressure
✔ Improved capacity management and escalation planning
✔ Trusted by Gold command during high-pressure periods

Regional KPI Alignment Across Multiple NHS Trusts

Client: ICS / Alliance of 13 NHS Providers
Sector: Healthcare
Role: Strategic BI Consultant (via RGA Solutions)
Duration: 16 months

Challenge:
Established a new Alliance for the delivery of services by 13 organisations. Disparate KPIs, digital maturity, inconsistent reporting logic, and competing governance frameworks made it difficult for alliance-wide leadership to make unified decisions.

Solution:
Robert led the development of a regional KPI framework, consulted with all 13 organisations, and facilitated agreement on shared performance definitions. Oversaw alignment of Power BI reporting and advised Trust-level BI leads on governance and delivery.

Impact:
✔ KPI alignment enabled cross-trust comparisons
✔ Regional executive team received unified dashboards
✔ Reduced duplication and improved insight trustworthiness

My Blog

Contact Us

Looking for experienced, Director-level support with your BI strategy or reporting function?

Let’s discuss how RGA Solutions can help.


Based in London & Cambridge | Available UK-wide

www.rgasolutions.co.uk

Robert@rgasolutions.co.uk

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