Step 1 - Visualizing Your Need
Step 1 - Visualizing Your Need
- Purpose:
- To make an initial assessment of your analytical reporting needs.
- If you are a first time client, we also take the time to learn more about you, your business, the business environment you function in and your system usage.
- What's Involved:
- We help you think through and visualize what your reporting need looks like:
- What does the content look like and at what level of detail (what are the data elements you need to include, groupings, sortings, filters, etc.)?
- What form do you need the report to be in (spreadsheet, visual chart, multiple element dashboard, or a combination of various forms)?
- Who will be accessing the analytic content and for what purpose (bookkeepers, accountants, management, external parties)?
- We take some time to review and discuss the underlying data source(s) to ensure it's accuracy, consistency and availability for use in developing the analytical reporting output.
- We help you think through and visualize what your reporting need looks like:
Step 2 - Determining a Proposal for Your Need
Step 2 - Determining a Proposal for Your Need
- Purpose:
- Building on the initial discussions from Step 1, we walk through a pricing and engagement proposal with you to execute on your analytical reporting needs
- What's Involved:
- We walk through a series of questions to further pinpoint your business reporting and analytics needs, and determine a set of fixed price options for your consideration.
- Simultaneously with the presentation of price options, we help you to understand the value of the various components included in those options.
- Together, we finalize a pricing agreement with the electronic signing of a service engagement proposal.
Step 3 - Designing to Meet Your Need
Step 3 - Designing to Meet Your Need
- Purpose:
- Based on the service engagement scope agreed to in Step 2, we go to work designing your analytical reporting using the appropriate data fields, analytic forms and reporting tools.
- What's Involved:
- More in-depth discussions with relevant subject matter experts (SMEs) and end users in your organization to further refine the reporting needs.
- Define the choice of QuickBooks® and/or other data source fields to be used in the reporting and/or visualization.
- Define the appropriate report structure and/or visual design elements to be used.
- Define the security framework (who will have access and at what level?).
- Create a draft(s) of the analytical and/or visual layout for initial review and feed-back adjustments/enhancements.
- Based on review feedback, add any adjustments and/or enhancements to the design.
- Troubleshoot any issues in the underlying analytical data or format structure, and in the infrastructure used to provide the report and/or visualization.
Step 4 - Actualizing to Fulfill Your Need
Step 4 - Actualizing to Fulfill Your Need
- Purpose:
- Follow-through on building the final report and/or visualization structure and review with you, the client.
- What's Involved:
- Working with you and your team (SMEs and end users) we do the following:
- Based on the design and draft efforts in Step 3, we:
- finalize the reporting and/or visualization formats.
- finalize user interface (UI), branding and integration considerations.
- conduct final testing, both user and integration, to ensure functional usability.
- Document our development process and finalized reporting and/or visualization product output.
- Provide training in the use of your new business reporting analysis tools and output.
- Based on the design and draft efforts in Step 3, we:
- We then hand-off the finished product to you, review and finalize completion of the engagement per agreed scope, and conduct a post-completion meeting with you to ensure your complete satisfaction.
- Working with you and your team (SMEs and end users) we do the following:
