Creating an Effective Reporting Strategy: Tools, Metrics, Analytics
summary
Shows a three‑stage delivery: build a data warehouse (the "Mac Truck" using SSIS/SSAS), add dashboards and KPIs (Power BI/Excel for ad hoc), then run analytics and process change (regression, Minitab, Six Sigma). Recommends caring for analysts first to avoid low adoption, using annual reports to derive KPIs, running an affinity diagram to collect ~50 hypothesis drivers then narrowing to 5–7 significant ones, and profiling (Johnson & Johnson example with 100,000 employees) to target interventions that actually change outcomes.
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chapters (16)
- 0:00Data to reporting strategy
- 1:03Data to business impact
- 4:33BI maturity model
- 7:19Reporting tools adoption failure
- 10:04Fixing reporting adoption
- 13:54BI maturity level
- 15:18KPIs bottom-up vs top-down
- 18:26KPIs and business strategy
- 20:52Efficiency vs effectiveness
- 23:41Diagnostic reports design
- 25:27Root cause analysis
- 29:3650 potential root causes
- 32:44Process change beyond dashboards
- 36:14Reporting strategy resources
- 37:58Reporting to process change
- 39:22Adoption tips for analysts
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