Systems & Reporting
Dashboards, reporting and proposal systems that give management accurate figures without manual compilation.
Business systems, brand and AI
Systems that run the business, so the owner does not have to.
Lockhart designs and builds the reporting, digital tools, documents and AI automation that owner-led and mid-sized businesses in Southern Africa run on.
South Africa · Zimbabwe · Eswatini
Executive dashboard
Group cash position
12 monthsZAR
R4.65m
cash
22,786
transactions
R0.00
variance
9.8 mo
runway
MarAprMayJunJulAugSepOctNovDecJanFeb
RFQ comparison
4 of 146 items| Item | Supplier A | Supplier B | Supplier C |
|---|---|---|---|
| Inverter 100 kW | R182,400 | R176,950 | R189,300 |
| DC cable 6 mm, 500 m | R14,820 | R15,640 | R13,975 |
| Combiner box 8-string | R6,310 | R5,890 | R6,120 |
| Cable tray 300 mm, 3 m | R1,145 | R1,210 | R1,180 |
Systems & AI Review
Executive dashboard
Group cash position
12 monthsZAR
R4.65m
cash
22,786
transactions
R0.00
variance
9.8 mo
runway
MarAprMayJunJulAugSepOctNovDecJanFeb
Systems & AI Review
The problem
Most growing businesses run on the owner's time.
Management figures are compiled by hand each month. Proposals are rebuilt from the last one. Client documents vary by whoever prepared them. Staff use AI tools individually, with no agreed standard and no measured result. Each of these costs hours of senior time every week. Together they cap how far the business can grow without adding overhead.
ABCDE
1
28,91923,648#REF!53,10667,835
316,83831,56746,29661,02575,754
424,75739,48654,21568,944#REF!
532,676#REF!62,13476,8631,592
640,59555,32470,053#REF!9,511
748,51463,24377,9722,70117,430
Compiled by hand, 3 days
What we build
Digital Platforms
Client portals, supplier portals, internal tools and websites, built around how the business actually operates.
AI & Automation
Automation of repetitive document, data and reporting work, measured in hours returned to the team each month.
Brand & Documents
Identity, company profiles and templated documents that present the business at the standard of its work.
Measured work
22,786
bank transactions across four accounts, parsed and reconciled to R0.00 per statement, for an executive dashboard
555 → 364
supplier price lines consolidated into one comparable price book for a procurement portal
1 input set
generates the complete client handover pack, printed and digital, from a single set of project inputs
Work for a commercial solar engineering group operating in three countries.
Read the case studiesExecutive financial dashboard for a multi-entity engineering group
Supplier procurement portal
Templated client handover system
How it works
- 1
Review
Two weeks, fixed price. We map where management time goes and set out what to fix, what it costs and how quickly it pays back.
- 2
Build
We build the highest-return item first, working with your team in weekly reviews.
- 3
Hand over
Documentation, training and ownership of everything we build pass to you.
- 4
Maintain
An optional monthly retainer keeps the systems current as the business changes.
Start here
Start with a Systems & AI Review
Two weeks. Five interviews. A written opportunity register with estimated hours saved, build cost and payback for each item, and a 90-day roadmap you can take to your board.
R24,500 excl. VAT
Credited in full against any build commissioned within 60 days.
Book a ReviewOpportunity register
Automated monthly management pack
- Hours saved per month
- 18
- Build cost
- R85,000
- Payback
- 4 months
Bank statement parsing and reconciliation
- Hours saved per month
- 12
- Build cost
- R60,000
- Payback
- 4 months
Templated proposal system
- Hours saved per month
- 9
- Build cost
- R45,000
- Payback
- 5 months
Supplier quotation comparison
- Hours saved per month
- 7
- Build cost
- R120,000
- Payback
- 14 months
- Total46 h · R310,000 · 6 months
About
Lockhart is led by Luke Buckley, an operator who built and ran businesses through to their acquisition by SPAR in 2025. Since then he has designed and built the operating systems of a commercial solar engineering group across South Africa, Eswatini and Zimbabwe. Lockhart works between Ballito and Harare.
About LockhartData
How we handle your data.
POPIA compliant
Client information is processed in line with the Protection of Personal Information Act.
No training on your data
Only business-grade AI services that do not train on client data, named before a project starts.
Human review of every automated output
A person reviews every automated output that affects your clients or staff.