The work behind the opportunity
Follow the decision back to the source.
A useful proposal connects the technical work with the result your organisation needs. Explore the parts of this service that make the difference.
01Define the decision
Start with the action a report should support and who will use it. Agree business definitions, reporting periods and the questions that need an answer. This gives specialists a clearer basis for proposing dashboards, analysis or data preparation.
02Connect and validate sources
Identify systems, source owners and the steps needed to prepare information. Ask providers to explain reconciliation, refresh schedules and exceptions. A reporting solution should make data quality and ownership understandable instead of moving unexplained differences into a new screen.
03Design for ongoing use
Compare access, drill-down needs, distribution and administration. Clarify licences, maintenance and the process for changing measures. The right design fits the team's working rhythm and gives it a way to investigate a surprising result.