What it's for

How many reports get broken with a single staff change. This is a common problem when the maintenance of reports and dashboards relies heavily on the knowledge of one or two people.

We approach this problem by first reviewing the existing reports and dashboards to identify areas where knowledge is concentrated in a few individuals. We then document the current state of the reports, including data sources, formulas, and any custom code. Next, we develop a maintenance plan that outlines the steps needed to update and modify the reports, and we train key personnel on how to execute this plan. We also implement version control and change management processes to ensure that changes to the reports are tracked and documented.

At the end of the engagement, the client has a fully documented set of reports and dashboards, including detailed documentation of data sources, formulas, and custom code, as well as a maintenance plan that outlines the steps needed to keep the reports up to date. The client also receives training on how to modify and update the reports, reducing their reliance on external consultants.

This service is designed for small to medium-sized businesses that rely on regular reporting to inform their operations, but lack the internal resources to maintain and update their reports and dashboards.