Data Reporting Toolkit

(No reviews yet) Write a Review
Downloadable Resources, Instant Access

To understand the goals and directions from the Enterprise Data Architecture and Information Management Leadership to utilize and configure the Enterprise Data Reporting and Data Analytics Infrastructure that can support the identified standards and objectives.

  • Evaluate: design, model, develop and optimize BI solutions to meet Data Management and Data Reporting objectives.

  • Evaluate and on board tools and technologies for Data Collection, Data Analysis, and Data Reporting.

  • Confirm your corporation ensures Systems And Processes are aligned for accurate, consistent, and timely Data Reporting.

  • Confirm your organization ensures continuous development and enhancement of the Technology IT Systems for Quality Management and optimum Data Reporting.

  • Provide BI technical and architectural guidance to projects and teams, ensuring that new initiatives enable effective Data Reporting.

  • Develop a Data Reporting environment that facilitates consistent and accurate reporting of the clients data captured by Lash Groups Call Center Operations.

  • Evaluate: partner with sales and it to optimize Data Reporting and flows from various Business Systems into Salesforce.

  • Coordinate with customers, Business Analysts and DW Architects to implement business Data Reporting and analysis requirements.

  • Support the development a functional Data Reporting system involving robust Health Informatics.

  • Be certain that your organization integrates several utilization Data Reporting systems to develop and maintain a variety of statistical reports in a format which enables care providers to see variations in practice patterns.

  • Manage work with business customers to gather requirements and deliver complete Data Reporting and analytical solutions.

  • Evaluate the ongoing refinement of performance, communications, Data Reporting, and other Strategic Management issues.

  • Ensure that Data Reporting methodologies align to the maximum extent possible with available sources of information and automated reporting mechanisms.

  • Become an expert with source system data, its movements and transformations, and its Data Reporting requirements.

  • Initiate: leverage third party Data Analysis solutions and vendors to enhance Data Reporting, validation and quality processes.

  • Ensure your project develops and presents Data Reporting and visualization products, particularly for Service Desk data.

  • Audit: work seamlessly with Business Leaders to understand and provide clear and insightful Data Reporting and analytical exposure of data.

  • Collaborate with internal Data Reporting teams to continually improve the sharing of Digital Platform data across your organizations Enterprise Systems.

  • Assure your enterprise complies; conducts Business Requirement gathering sessions to effectively scope system application and/or Data Reporting designs.

  • Arrange that your team assess and enhance your existing operational and financial Data Reporting capabilities with Internal Stakeholders and Information Technology.

  • Establish that your strategy complies; implements, support and maintains a Failure Reporting, Analysis and Corrective Action System (FRACAS) closed loop Data Reporting system.

  • Develop and maintain data sets, Reports And Dashboards in support of Self Service Data Reporting.

  • Automate and improve Data Reporting, quality, and governance while providing expertise in effective daily, weekly and monthly reporting, dashboard and metric design.

  • Methodize: continuously improve the quality and accessibility of your analytical framework and Data Reporting infrastructure.

  • Manage Relationships with digital Analytics Vendors around all aspects of Data Reporting, Data Visualization, and Data Integration.

  • Create project dashboards for different groups and collaborate with various groups for enhancing department Data Reporting.

  • Coordinate, plan, upgrade, design, implement, and administer the tool to provide Complex Data Reporting.

  • Move ahead with provide BI technical guidance to projects and teams, ensuring that new initiatives enable effective Data Reporting.

  • Identify, research and resolve data discrepancies in order to provide a single source of truth in all Data Reporting.

  • Collaborate closely with Finance and Strategy stakeholders to develop accurate, scalable Data Reporting and drive analysis and insights for stakeholders and decision makers across your organization.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Data 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 Data Reporting improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Is Data Reporting realistic, or are you setting yourself up for failure?

  2. What are the known security controls?

  3. What do you want to improve?

  4. Are indirect costs charged to the Data Reporting program?

  5. Is there any other Data Reporting solution?

  6. Where can you get qualified talent today?

  7. What current systems have to be understood and/or changed?

  8. How will costs be allocated?

  9. Why the need?

  10. What tools and technologies are needed for a custom Data Reporting project?

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 Data Reporting book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Data 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 Data Reporting Self-Assessment and Scorecard you will develop a clear picture of which Data 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 Data 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 Data Reporting projects with the 62 implementation resources:

  • 62 step-by-step Data Reporting Project Management Form Templates covering over 1500 Data 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 Data Reporting project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Data Reporting Project Team have enough people to execute the Data 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 Data 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 Data 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 Data 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 Data 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 Data Reporting project with this in-depth Data Reporting Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Data 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 Data 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 Data Reporting investments work better.

This Data 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.