Everyone dreads compiling reports for their executive stakeholders. It often involves logging into multiple platforms, exporting data, copy-pasting into spreadsheets, and double-checking everything to avoid mistakes.
Generating reports this way is a significant time suck due to too many data silos, which trap information and force teams to calculate metrics manually. This inefficiency is frustrating and diverts talent from higher-value tasks.
Rather than manually extracting numbers from various applications, envision a system that automatically mirrors your current manual reporting process and formats reports according to stakeholder preferences.
Here is How...
Identify the Reports: Pinpoint the top report for each department that consumes the most time and document the manual process currently compiling each. Note the platforms and gather sample final reports.
Reduce the Silos: Minimize the number of platforms used to source data. Fewer API integration points lead to more concise code with easier maintenance.
Develop the Automation: Develop code replicating data aggregation workflows and reporting logic. Wrap it with a little extra insight by sending the data via a prompt to AI to summarize critical insights and provide a comparative analysis for past periods to convey trajectory or performance.
Scheduled it: Instead of manually starting the reporting workflow, think about planning it to run at times when stakeholders need the information, whether that’s daily, monthly, quarterly, or annually. Deliver the report in the most likely-to-be-read format: an automated email with an attached CSV or PDF file containing the complete report.
Happier People, Better Outcomes
By delegating repetitive tasks to machines, teams can focus on the tasks humans enjoy, like collaborating, strategizing, & problem-solving. This transformation fosters streamlined organizational efficiency and turns reporting into a growth tool, magically showing up when needed. Streamlining data silos and automating reporting unlocks:
Greater Efficiency: Spend less time on data aggregation and more on taking action on the actionable insights from the reports.
Better Reports: Deliver consistently accurate, insightful reports tailored to decision-makers needs.
Happier People: Free up your human capital to do work they enjoy.