Solution
Automated reporting
A monthly report may require several sources, copies and manual checks, then arrive too late for the decision. A replayable chain reduces that work when definitions, exceptions and approvals are explicit.
Controlled, replayable production
Manual effort becomes measurable
The pilot measures time, interventions and corrections before and after. The benefit is observed on your workflow rather than promised from a generic benchmark.
The same figure everywhere
The dashboard, the PDF and the meeting read the same published version. Any difference of source or definition is reported, with an owner.
A drift shows when it starts
A moving figure gets noticed the day it moves, not at month-end close. The question shifts from which number is right to why it changed.
Excel keeps its role
One-off analysis, simulation and exploratory work stay in the spreadsheet, where they excel. Only the monthly retyping goes.
In practice
- The monthly report produced automatically, in your format: PDF, dashboard, or both
- Dashboards in your BI tool, Power BI, Tableau, Looker, Metabase or any other, or custom-built
- Indicators defined once, formula written down, rather than recomputed differently by each person
- Access by role: management, department heads and the fiduciary do not see the same page
- Scheduled delivery, with a check that holds the report back if a source failed rather than sending wrong figures
- History kept: every past report reopens exactly as it was published
Systems involved
- Power BI, Tableau, Looker, Metabase and the BI tools in place
- The data foundation’s central base, or your existing databases
- ERP, accounting and tills, over APIs or exports
- Mail and intranet for distribution
- Excel, for the one-off analysis that carries on
Service lineData →
The figures tracked
The same work, against each sector’s own constraints. Every card opens the full sector.
How it runs
Pilot report
One report first: the one whose effort, delay or risk justifies the pilot. Content, timing and reconciliation criteria are written down.
Chain
Sources connected, indicators defined with their formula, controls, an exception queue and human approval where required.
Parallel run
One or two months where old and new run side by side, and every difference gets explained. Trust is built there.
Distribution
Access by role, the scheduled delivery, and a team that can change an indicator without calling me.
Dependencies and next steps
Test the fit: Automated reporting
Describe the context, constraints and decision you need to make. The first conversation qualifies scope, boundaries and the next useful step.
Describe the situation