Defining a common language.
Document the meaning of each indicator, the period it covers, and its source.
Management and administration / Application scenario
A concluding process that allows us to look forward.
When preparing information consumes the entire week, there’s little time left for analysis. This scenario proposes a shared data and decision-making routine between management and leadership.
This is a hypothetical example to illustrate our approach. It does not represent a client or the results of a completed project.
The starting point
When the parts don't connect.
The reports are created by copying data from various sources. The criteria change between periods, and any discrepancies are resolved once the management meeting has begun.
01
Defined fonts
02
Validated data
03
Updated indicators
04
Recorded decisions
How would we approach the work?
Check before reporting.
Review data integrity and reconciliation; automate only when there are sufficiently clear rules.
Establishing a routine for decisions.
Selecting a review frequency, responsible parties, and a record of actions for the upcoming period.
Tracking
What to measure in order to learn.
Initially, a starting situation is recorded. Then, the evolution is reviewed using the same criteria and period of comparison.
- Preparation time
- Data to reconcile
- Actions with a responsible party.
Let's talk.
Does your operation present a similar challenge?
A conversation to understand your operation and to define a concrete first step.