Requirements discovery
Identify the audience, decision, frequency, and source of truth for each report.
Reporting & Analytics
Numbers that stand up to questions.
Start with the decision. Trace the data. Make the output something finance can explain and reconcile.
THE SITUATION
Start with what
is getting in the way.
Different teams can arrive at different answers without any obvious system error. Definitions, timing, filters, and ownership often matter as much as the report itself.
WHAT WE DO
From the symptom
to the next right step.
Logic review
Document calculation rules, inclusion criteria, filters, and relevant timing assumptions.
Reconciliation
Agree the reference totals and review steps that make a report trustworthy.
Report ownership
Set expectations for access, maintenance, version changes, and approval.
WHAT YOU TAKE AWAY
Useful work.
Usable handover.
Deliverables are confirmed in the agreed scope. A typical starting point includes:
- Report inventory↗
- Business definitions and calculation notes↗
- Reconciliation approach↗
- Prioritized reporting roadmap↗
Can we start with one difficult report?
Yes. A single reporting question is often a useful starting point. Bring the report, the expected result, and an example of where the two diverge.
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