Reporting and Dashboards

What's the problem?

You need to really understand what’s going on in your business. Not your ‘gut feel’, but the reality.
You’ve got data in all sorts of systems, and an array of formats – but you need it all in one place.
It’s taking you (or your team) ages to create the reports you need – and even then, you’re not 100% sure it’s complete or accurate.
You’ve got reports, but no-one in the business really trusts them, so they don’t get used.

What are the steps?

Business Discovery

Working with you to understand your business priorities, and the metrics you need to drive them.

Business Discovery

Working with you to understand your business priorities, and the metrics you need to drive them.

Business Discovery

Working with you to understand your business priorities, and the metrics you need to drive them.

Data Discovery

A deep dive into your data, checking what information you’re currently recording, who captures it, and where is it stored.

Data Discovery

A deep dive into your data, checking what information you’re currently recording, who captures it, and where is it stored.

Data Discovery

A deep dive into your data, checking what information you’re currently recording, who captures it, and where is it stored.

Data gap analysis

Do you have all the data you need, and if not, how can you capture it? Do you need to adapt a process, or add a field to a form or database?

Data gap analysis

Do you have all the data you need, and if not, how can you capture it? Do you need to adapt a process, or add a field to a form or database?

Data gap analysis

Do you have all the data you need, and if not, how can you capture it? Do you need to adapt a process, or add a field to a form or database?

Report mock-up

A sample of what the finished report will look like. This stage often triggers additional ideas, which we can add. Once the format is agreed, I take a sample to double check the accuracy of the data, and then finalise the report, putting it into production.

Report mock-up

Support and maintenance

Support and maintenance –periodic checks and data cleansing, with amendments to the report if/when business requirements change.

Support and maintenance

Support and maintenance –periodic checks and data cleansing, with amendments to the report if/when business requirements change.

Support and maintenance

Support and maintenance –periodic checks and data cleansing, with amendments to the report if/when business requirements change.

The outcome

A set of reports and dashboards that give you the information you need and can trust, in simple, easy to access formats.

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