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Explore courses and workshops ↗Analytics operations
Report Request Intake
Report Request Intake
Managed AI Workflows.
Turn a request for a report into a clear business question, data scope and acceptance criteria.
THE OPPORTUNITYStart where the work
Start where the work
gets held up.
Analysts can spend days building a dashboard before discovering that the requester needed a different decision or population.
Help teams agree on the purpose before choosing fields and charts.
A WORKFLOW WORTH EXPLORING
Submitted reporting request-to-analytics brief
An analytics owner accepts a new reporting request.
Draft the question, proposed scope and unresolved metric definitions, identifying overlap with existing reports.
WHERE JUDGMENT BELONGS
Make the review point explicit.
The requester confirms the decision need and analysts validate data feasibility.
Work within the real constraints.
Do not promise that unavailable data exists or create sensitive reporting access from a general request.
Success needs
a useful measure.
Measure scope changes, ambiguous metrics, duplicated reports and discovery effort.
Before expanding the workflow, compare the result with the current process. Include review effort and exceptions in that comparison so the improvement reflects the team's actual experience.
Read the implementation guide ↗CHOOSE THE RIGHT SUPPORTBuild it. Build with us.
Build it. Build with us.
Or have us manage it.
The workflow stays centered on your business. The engagement determines who learns, implements and operates it.
Work through it together.
Get everything in DIY, three months of workshops, weekly team sessions and direct implementation coaching.
Explore guided implementation ↗We manage the foundation.
Include all the learning and guidance, with ownership of agreed operations and major implementation decisions.
Explore managed delivery ↗START WITH YOUR WORKWhat are you
What are you
working on?
Looking for a course, help with a difficult problem, or someone to build a solution? Tell us where you are and what you'd like to do next.