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Reasonable Reporting

By: Mark Nichols - Business Process Manager for Customer Street
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Dec
07

Earlier this week I took part in a four hour meeting at our Customer Street head office to discuss how we can better report on our key business data.

There were several key issues:

  • We already have a lot of reports and reporting available to us is it understood?
  • We have disparate sources of data. How could it serve the organisation better if we could combine it into usable forms?
  • How can we make the business KPI’s understood by all staff?
  • Can the reporting focus on measuring KPI’s down to an individual staff level where appropriate?
  • How best can we give the Customer Street managers easy access to the information they need to manage in a live format and also by mail/internet?
  • How can we use our information to help our staff assess their performance against their KPI’s on a daily basis.
  • How do we make a report meaningful for the recipient?

The biggest challenge we faced in the meeting is in how we help the recipient make a quick analysis of what they are being told. This isn’t “management by system reports” but rather an intelligent pre-assessment assessment of the performance measures to give an instant rough assessment of how an individual, team, department or division is doing.

I am still at the early stages of consultation to help specify the design brief for this. Any suggestions or ideas about how this can be done well are more than welcome.

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