BHAGs for Reporting Evolution

Genesis:

“Ignite a culture of exploration and innovation by enabling every team to create their own foundational reports to solve immediate business challenges, using accessible tools and guidance.”

  • Vision: Democratise the initial discovery phase of data reporting, fostering curiosity and self-reliance across the organisation.
  • Characteristics: The initial stage where reports are created to address a specific need. These are often basic and exploratory, with a heavy focus on understanding the data and defining key metrics.
  • Example: An analyst manually compiles data into a simple spreadsheet to address a one-off query.
  • Value: Provides immediate insights but is heavily reliant on manual effort and individual expertise.

Custom Built:

“Deliver highly tailored, impactful reporting solutions that address specific business needs, empowering decision-makers with precise insights.”

  • Vision: Establish a user-centric approach to reporting, where every function receives customised solutions that drive measurable outcomes.
  • Characteristics: Reports are tailored to meet specific user or departmental requirements. This stage involves more advanced tools and techniques, such as BI platforms, tailored calculations, and user-centric design.
  • Example: A dashboard in Power BI or Tableau with filters, user-specific views, and detailed drill-throughs.
  • Value: Offers targeted insights for specific audiences but requires dedicated resources for development and maintenance.

Product:

“Standardise and scale reporting solutions into robust, repeatable products that serve multiple regions and functions seamlessly.”

  • Vision: Create a unified suite of reporting products that balance consistency and flexibility, supporting organisation-wide objectives.
  • Characteristics: Reports become repeatable and scalable. They are designed for broader audiences, often as part of a managed service. Updates and enhancements are rolled out like software products, with version control and user feedback loops.
  • Example: A pre-built suite of financial dashboards offered to multiple departments with standardised metrics and visualisations.
  • Value: Balances customisation with scalability, delivering consistent insights while supporting diverse use cases.

Commodity (Utility):

“Transform reporting into a utility-like service, where insights are universally accessible, automated, and embedded into daily operations.”

  • Vision: Deliver data as a utility, empowering every employee to access accurate, real-time insights effortlessly and focus on value-added activities.
  • Characteristics: Reports are automated, standardised, and accessible to all stakeholders without requiring customisation. They are treated as a utility service, with little differentiation or personalisation.
  • Example: Standardised performance metrics delivered via APIs or self-service platforms, integrated into everyday workflows.
  • Value: Democratises access to data and insights, reducing reliance on data teams and fostering a data-driven culture.

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