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.

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.

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.

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.
  • 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.