Business Reporting Toolkit

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Coordinate with business unit analysts to understand Business Reporting requirements and translate needs into Data Integration, extraction, and transformation processes between Operational Systems and the Data Warehouse.

  • Be accountable for supporting changes in metrics to enhance Business Reporting.

  • Be accountable for partnering with business analyzing on providing Technical Consultation on Business Reporting requirements.

  • Arrange that your operation develops an expertise in Business Reporting, communication, and Analytical Tools.

  • Ensure you instruct; lead Business Reporting analysis.

  • Direct: implement Business Reporting strategies that are aligned with Business Strategy.

  • Ensure you collaborate; lead the monthly Business Reporting, combining the seller, Customer Insights with the operating analysis for the Executive Leadership for the App and Infra solution area.

  • Develop and manage a centralized Business Intelligence and Data Analytics program that utilizes current and Emerging Technologies to meet the needs of your organization for robust Business Reporting.

  • Methodize: partner with teams to understand core Business Reporting needs and build or modify existing Reporting Solutions.

  • Provide day to day Business Reporting that inform marketing and executive teams in roles.

  • Establish that your operation understands current technologies, Business System applications and Data Models used for functional transaction, operations and Business Reporting.

  • Initiate: subsidiary, you operate with your own Business Reporting structure, financial dashboards and earnings metrics.

  • Identify: design, build, and maintain all Business Reporting and dashboards.

  • Interpret data, analyze results using Statistical Techniques and inform leadership through designing effective Business Reporting dashboards and report analytics.

  • Perform database queries and database changes needed by the Business Reporting needs.

  • Ensure you conceptualize; understand Business Reporting requirements and develop custom reports.

  • Identify: partner with it to ensure data meets requirements for MDM system upgrade testing, enhancements, and Business Reporting expectations.

  • Ensure you outpace; understand Business Reporting Data needs aggregated and hierarchical data and etc.

  • Develop data foundation and reporting infrastructure to ensure accurate and reliable Business Reporting.

  • Ensure you anticipate; lead Business Reporting and regular operations review on strategic KPIs, ensuring results are in line with the lead Business Strategy.

  • Interact with business owners to understand and recommend reporting/BI solutions that meet diverse, complex Business Reporting and analytic needs.

  • Secure that your strategy integrates data to meet Usability Requirements and designs Self Serve Business Reporting systems.

  • Maintain existing Business Reporting and analytical solutions by providing Production Support for troubleshooting and regular processing needs.

  • Develop and maintain Business Reporting and intelligence dashboards to convey the value of your product to Customers, and uncover actionable insights for your internal teams and customers.

  • Extract information from provider systems to meet Business Reporting needs.

  • Ensure your enterprise complies; designs and develops Business Reporting of data to drive actionable.

  • Assure your team uses broad discretion in developing solutions for broad based Business Reporting issues.

  • Identify: financial and Business Reporting.

  • Ensure that all Business Reporting ties to financial data.

  • Take the lead in maintain existing Business Reporting and analytical solutions by providing Production Support for troubleshooting and regular processing needs.


Save time, empower your teams and effectively upgrade your processes with access to this practical Business Reporting Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Business Reporting related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Business Reporting specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Business Reporting Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Business Reporting improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What trophy do you want on your mantle?

  2. Are the Business Reporting standards challenging?

  3. Who needs what information?

  4. What Business Reporting Data should be managed?

  5. How is the Business Reporting Value Stream Mapping managed?

  6. Are you able to realize any cost savings?

  7. What types of data do your Business Reporting indicators require?

  8. Ask yourself: how would you do this work if you only had one staff member to do it?

  9. What happens when a new employee joins your organization?

  10. What is your competitive advantage?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Business Reporting book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Business Reporting self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Business Reporting Self-Assessment and Scorecard you will develop a clear picture of which Business Reporting areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Business Reporting Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Business Reporting projects with the 62 implementation resources:

  • 62 step-by-step Business Reporting Project Management Form Templates covering over 1500 Business Reporting project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Business Reporting project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Business Reporting Project Team have enough people to execute the Business Reporting Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Business Reporting Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Business Reporting Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Business Reporting project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Business Reporting project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Business Reporting project with this in-depth Business Reporting Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Business Reporting projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Business Reporting and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Business Reporting investments work better.

This Business Reporting All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.