SOLUTION / OPERATIONS & FINANCE
Data to Management Report
Validate exports, calculate consistent metrics and prepare an exception-led management report.
- 01Three exports arrive
- 02Data validated
- 03Commentary drafted
- 04Report prepared
- 05A reviewed management report
01 / THE PROBLEM
The numbers exist. Your team still spends days joining the dots.
The reporting cycle starts with exports from several systems. Someone validates them, reconciles definitions, calculates metrics and writes commentary before management can review the report.
- Spreadsheet joins and corrections repeat every reporting cycle.
- Metric definitions drift between departments or versions.
- Narrative can sound confident even when source data is incomplete.
02 / THE WORKFLOW
Follow the work, step by step.
- 01 / Rules & calculations
Exports received
Business systems
- 02 / Rules & calculations
Data validated
Validation rules
- 03 / Rules & calculations
KPIs calculated
Metric definitions
- 04 / Rules & calculations
Exceptions identified
Exception rules
- 05 / AI-assisted
Commentary drafted
Commentary step
- 06 / Human approval
Management review
Report Owner
- 07 / Rules & calculations
Report prepared
Report template
- 08 / Rules & calculations
Outcome recorded
Event log
Illustrative workflow from the synthetic demonstration. Your sources, systems and acceptance criteria are agreed during scope.
You approve the interpretation and the report before distribution.
03 / INPUTS & OUTPUTS
Connect the context. Keep the evidence.
Typical systems
CRM, project-system, spreadsheet and finance exports can be inputs. Start with an agreed reporting period, schema and reconciliation rule. Supported exports can be preferable to a live connection when they are sufficient for the reporting cadence.
What the team receives
- A validated reporting dataset with exceptions identified.
- Deterministically calculated KPIs using agreed definitions.
- A draft management report with source references and reviewed commentary.
04 / ACCEPTANCE
Measure a useful change.
SUGGESTED SUCCESS METRIC
Preparation hours per reporting cycle
Measure preparation hours per cycle, manual corrections and time from data cutoff to reviewed report. Reconcile a known historical period before accepting a new calculation path.
A measurement plan, not a customer result or savings guarantee.
Outside the authority of this workflow
Letting a language model invent KPI values, silently repair unexplained discrepancies or distribute a report without the agreed review.
How we design the boundaries05 / QUESTIONS
Before you start.
Does AI calculate the numbers?
No. Deterministic code and explicit business rules calculate the metrics. AI can help draft commentary about validated results; the report owner reviews that interpretation.
Can we start from spreadsheets?
Yes, if their structure, ownership and data quality support a reliable scope. We agree the input contract and how missing or invalid data will be handled.