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Service 04

Data and Decision Intelligence

Reporting fails for the same reasons in most organizations: numbers disagree between sources, nobody owns a definition, and the report answers a question no one is asking. This engagement fixes the definitions before it builds the dashboard.

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What this engagement covers

Who it is for

This engagement suits

  • Teams whose reports disagree with each other
  • Owners making decisions on instinct because the data is not trusted
  • Organizations with data spread across several systems
  • Teams spending days each month assembling the same report by hand

The business problem

What usually prompts it

  • The same metric has different values in different systems
  • No one owns the definition of a key number
  • Reporting is manual, slow and repeated every period
  • Dashboards exist but nobody uses them to decide anything

What the engagement includes

The work itself

  • Review of current data sources, quality, ownership and gaps
  • Definition of the metrics that actually inform decisions
  • Reporting requirements tied to specific decisions, not to available fields
  • Data integration and transformation design
  • Dashboard structure and specification

Tangible deliverables

What you receive

  • Data assessment covering sources, quality, ownership and gaps
  • Agreed metric definitions, written down
  • Reporting requirements mapped to the decisions they support
  • Integration and transformation design
  • Dashboard plan or working implementation

How the process works

How this engagement runs.

  1. 01

    Inventory the data

    Establish what exists, where it lives, how good it is and who is responsible for it.

  2. 02

    Agree the definitions

    Define each metric precisely and get agreement. Most reporting disputes are definition disputes.

  3. 03

    Design the reporting

    Work back from the decisions being made, so the report answers a real question rather than displaying what is convenient.

  4. 04

    Build and validate

    Implement the integration and reporting, then reconcile against known figures before anyone relies on it.

Expected client participation

What I need from you

  • Access to the relevant systems, or an administrator who has it
  • Current reports, including the manual ones
  • Time with the people who use the numbers to decide
  • Agreement on who owns each definition

The appropriate next action

Where to start

Describe a decision you make regularly without the data you would like, and we can work back from there.

Discuss Your Data Needs

Other services

Engagements often run in sequence.

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