Operational fixes
Reporting automation that kills the monthly export ritual
Rebuild the reporting pack so updates flow from source data, not Friday night copy-paste.
Clear scope and price band before work starts
Common situations
Reports rebuilt from scratch each cycle
Numbers disputed because sources differ
Analyst time spent formatting, not deciding
What can be included
Automated reporting packs and dashboards
Dashboards with owners, KPIs, and alerts
Automations replacing manual copy-paste
Clear handover so your team can maintain it
Defined Deliverables
Typical scopes
SCOPE EXAMPLE
First scoped build
- 01 / Current Situation
- Manual steps and spreadsheets held the process together.
- 02 / OpsPatch Build
- Focused automated reporting packs and dashboards with one measurable outcome in the first sprint.
- 03 / Delivered Handover
- Scoped deliverable + documentation + handover.
Common tools
- Google Sheets
- Excel
- Power BI
- Looker Studio
- Make
- Zapier
- WhatsApp
- AI assistants