Map one reporting cycle
£195 one-offUse a 60-minute workshop to trace the source figures, hand-offs and checks, then receive a written recommendation.
What you receive
An editable reporting map, recommended changes and checks for the next cycle.
Simplify a recurring client report
How we help
Before and after
Reporting starts with several exports and ends in a document passed around for corrections. Nobody is sure which version was checked.
You receive a map showing which source feeds each step, who checks it and what can be simplified. You can use it to change the next reporting cycle.
A worked example
An accountancy practice prepares a monthly pack. The map follows one figure from its export to the report and identifies who approves the final version.
What you receive
- A map of one report across up to three tools
- A recommendation on which hand-offs to simplify
- An editable plan, success checks and recorded walkthrough
Where your team stays involved
The responsible person still verifies figures and approves the report before it goes to the client.
The workshop covers one report. Building a connector or replacing the reporting platform is a separate piece of work.
Starting the conversation
Bring a blank report layout and tell us which step usually delays sign-off.