Reporting Systems Diagnostic
A structured diagnostic that maps your reporting workflow end-to-end, quantifies the bottlenecks, and gives you a clear go/no-go decision — with a recommended Phase 2 scope if the numbers justify it.
Book the diagnostic callWhat happens during the diagnostic
Map the workflow
I interview up to 6 stakeholders (analysts, report owners, execs) and trace the exec pack from source system to final delivery. Every export, handoff, and manual step gets documented.
Quantify the cost
I measure the reporting tax: hours per cycle, error frequency, rework triggers, and decision latency. This becomes the baseline ROI model with transparent assumptions.
Deliver the decision
You get the full diagnostic pack: workflow map, friction analysis, ROI model, and a priority redesign blueprint. We review it together and decide whether Phase 2 makes sense.
Diagnostic deliverables
4 deliverables
- Workflow map — end-to-end with owners, handoffs, and cycle times (PDF)
- Friction analysis — baseline hours, error rates, and bottleneck costs
- ROI model — transparent assumptions, conservative + optimistic scenarios (spreadsheet)
- Redesign blueprint — priority actions with effort/impact scoring (slides)
A structured go/no-go
- Quantified baseline vs. target state
- Recommended Phase 2 scope + cost estimate
- What to automate first (highest ROI moves)
- Clear recommendation: proceed, execute internally, or stop
If the diagnostic doesn't surface a clear path forward, I'll tell you. No pressure to proceed.
What's included (and what's not)
Included
- Up to 4 source systems mapped
- Up to 3 report families analyzed
- Up to 6 stakeholder interviews
- ROI model with transparent assumptions
- Priority redesign blueprint
- Phase 2 scope recommendation
Not included
- Data warehouse builds
- New KPI invention or metric redesign (but we do document which definitions conflict and recommend ownership)
- ERP or CRM changes
- Implementation work (that's Phase 2)
- Production database access (works from extracts)
Your team's involvement: A kickoff meeting, 2–3 working sessions, access to current reports and exports, and one technical point-person for data access questions. Total: roughly 4–6 hours of your team's time across the 2–3 weeks.
No disruption guarantee: The diagnostic runs alongside your current reporting cadence. No process changes, no tool swaps, no downtime. I work from exports and existing report outputs — no production access required.
Book the diagnostic call
In 30 minutes we'll confirm fit, estimate the reporting tax, and decide whether the diagnostic is worth scoping. You'll leave with a clear next step — even if it's "do nothing."
Book a 30-Minute Call“We went from ‘which spreadsheet is right?’ to ‘what should we do about this trend?’”
VP of Marketing Operations, National Restaurant Chain
Confidential by default. NDA provided before engagement. Or email me directly.