Define the management questions
Identify the decisions, audience, measures and reporting frequency. Agree how each important metric is defined.
See how your business is performing.
Give leaders and teams a consistent view of performance through management reports, KPI scorecards and dashboards.
Business Intelligence & ReportingWHEN THIS IS USEFUL
The situation
Reports disagree, information takes too long to prepare or managers cannot see which performance measures need attention.
The intended change
An agreed information or workflow improvement with reviewable outputs, defined ownership and evidence for the next decision.
What the service covers.
Connect the reporting information
Map source systems and ownership, inspect data quality and define the reporting model and access requirements.
Build and validate the view
Develop the agreed reports or dashboards, reconcile results and confirm that users can interpret and maintain them.
What an agreed engagement can produce.
| Deliverable | What it makes clear |
|---|---|
| Reporting and KPI requirements | Questions, audience, measure definitions, owners and refresh needs. |
| Data model and source mapping | Sources, relationships, transformations and reconciliation rules. |
| Reports, dashboards or scorecards | Agreed views with filters, labels and supporting explanations. |
| Validation and operating guide | Reconciliation evidence, access, refresh ownership and handover. |
Select and tailor the deliverables to the agreed scope, access, responsibilities and acceptance criteria.
What acceptance should establish
- The business question, definitions and accountable owner are agreed.
- Results reconcile to the scoped evidence and limitations remain explicit.
- Users can apply the output, with operating ownership and review established.
Make the work concrete.
A situation to examine
A manufacturer has different order totals in sales and finance reports. Agree definitions and timing, reconcile the source records and design a common management view before adding charts.
What to measure
Report reconciliation, preparation effort, source freshness and whether users can answer the intended management questions.
Methods that support the work.
ECF →Business capability and performanceAEAF →Architecture and dependenciesAEES →Reusable engineering specifications
The service scope determines which methods, artifacts and review points are needed.
Questions about this service.
Which reporting tools can be considered?
Tool selection follows your approved environment, licensing, audience, data sources and support needs. Power BI or existing enterprise reporting tools can be considered within the agreed scope.
Will a dashboard fix inconsistent data?
The reporting work must address definitions, source quality and ownership. A visually polished dashboard does not resolve an unexplained difference between records.
Define the next useful decision.
What question or task should this work support, and what information and evidence can be made available?