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The client (SVP) lacked an efficient, automated, and transparent reporting tool. Leadership and stakeholders expressed concerns about the disproportionate amount of time spent on reporting rather than problem-solving. Additionally, there were instances of inaccurate and invalid data being reported, which did not align with the final figures. SMA’s also faced challenges in comprehending the data.
Given the situation where the client lacked an efficient and transparent reporting system, which led to discrepancies in data and difficulties in understanding, the task is to enhance and automate the reporting tool to ensure improved data flow, transparency, and accurate validation.
I engaged in active employee feedback sessions, examined existing data and workflows, evaluated the current tools, collaborated with other team leads to gather pertinent data, and identified key archetypes.
In addressing the prevailing challenges within our reporting processes, I embarked on a series of strategic interventions to optimize our workflow and enhance transparency. Specifically, I took the following steps:
Typical areas where value is realized:
Pains typically relieved include:
To counter the challenge of insufficient good data and reporting tools, I:
I successfully implemented a new OKR (Objectives and Key Results) reporting tool that not only automated processes but also seamlessly integrated cross-functionally. This tool bridged the disciplines within digital technology, encompassing all three domains, and was further harmonized with other key areas such as product management, transformation, and change management.