More Than Reports

Exception reports identify situations that are out of range or unexpected.  Today I'll cover a few types of exception reports and discuss how they can be useful.

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As organizations grow it is increasingly important for everyone to understand goals, know how to measure progress, and monitor performance.  Reporting which includes the ability to drill down from company level to all lower levels can aid greatly.  Today we will step through a typical scenario, forecasted sales, but the same concept can be applied broadly.

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Data warehouses can be extremely valuable.  Before taking the plunge, it is important to determine whether a data warehouse is a good fit for your organization.  Do you have a data driven culture?  Do you consider your reporting solution to be a project or a business function?  Today we will cover these important questions and others in hopes of helping you determine whether a data warehouse is a good fit for your organization.

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Insurance carriers, MGA/MGU, and agencies have a wide array of reporting needs.  Today we will cover some of the most common types of reporting our insurance client have found valuable.

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As business managers and process owners, you will likely be interviewed in an effort to understand the requirements for capturing value opportunities.  Today we will step through some of the questions you may encounter during this interview.

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This episode takes a bit of a detour.  I'll cover company announcements then provide an overview of what a day looks like at LeapFrogBI.  This may be interesting for those of you considering taking on the challenge of building your own Reportopia.

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Many companies start their journey to Reportopia thinking they will use Power BI to build their entire solution.  Meaning - Power BI will connect to one or more data sources, consume data, apply business rules, and present data visualizations.  We call this type of solution Direct System of Record Reporting.  No additional data solution is in use making this type of architecture very attractive.  Today we will explore the pros and cons of this approach and identify the scenarios where Direct System of Record Reporting can be successful.

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Exactly what is Reportopia?  We spent some time writing down the definition that we believe best describes the utopia of reporting.  While we never reach Reportopia, it is important to know what we are trying to accomplish.

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Building your Reportopia can be done by one person or an entire team.  In both cases, it is important to understand the roles that need to be filled.  This week I'll break down the key roles into business, implementation, and support.

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Dirty data is an issue that we all need to deal with.  How do we ensure less than perfectly clean data doesn't prevent us from capturing value opportunities?  What exactly is dirty data?  We will dive into these important topics and offer a few solution approaches.

Interested in being a guest or have a suggested topic?
Email me at [email protected]

Connect with Paul (Founder and Managing Partner, LeapFrogBI): LinkedIn

Watch on YouTube: LeapFrogBI - YouTube

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