Use case
Automating manual reporting
Replace recurring spreadsheet work with reports that refresh themselves.
The situation
Skilled staff spend several days each month copying data between systems and spreadsheets to produce the same reports.
The approach
- 01List the recurring reports and the manual steps behind each.
- 02Automate the data extraction and preparation.
- 03Rebuild the reports on a governed data model.
- 04Extract data from documents and forms where it is still keyed by hand.
The result to expect
Reports are available on schedule without manual preparation, and staff time moves to analysis.
This is an illustrative scenario. Actual scope and results depend on your data and objectives.
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