Case Studies
Excuse our dust - page under construction
Industry Experience
Financial Planning Client
- Data Management / Model Consulting
- Investment Distributions Management Report
Property Management Client
- Support Desk Report
- Human Resources Report
- Accounting Report
- Medical Testing - Comprehensive Sales Reports
Marketing
- Multiple third-party sources
- Multi-touch Attribution
FP&A
- Reconciliation
- Trial balance
- Exceptions
Overview
1. Presentation to business group and all involved
- Collaborator - (Often is the business unit leader)
- Business unit members
1. REPORT REQUIREMENTS
- Measurement strategy / KPIs
- Testing logic given from business leader
- does it meet goal
- Want to avoid re-engineering
- Purpose is design a shell of a report to show
primary logic
- Does it meet requirements of
business unit - What can be automated
- Static data to isolate revi
- Purpose is to apply all logic and show all
visuals. In this step, the report will really
take shape - Finish report’s data m
- Automation done
- Users encouraged to stress test report
- QC done
- Power BI
