| Analytics assessment | Current data sources, reporting needs, gaps, risks, stakeholder requirements and opportunity areas | Assessment report and workshop summary | Discovery and audit | System inventory, existing reports and stakeholder access |
| KPI dictionary | Metric names, definitions, filters, owner, source, refresh rules and limitations | Structured documentation | Requirements and design | Business definitions and source-system knowledge |
| Data source map | EHR, CRM, claims, billing, scheduling, support, product and operational data relationships | Source-to-output map | Data design | System access, data samples and security rules |
| Data quality review | Completeness, duplicates, formatting, missing values, reconciliation and exception checks | Quality report and issue log | Preparation | Approved extracts and validation criteria |
| Dashboard design | Executive, operational, clinical, financial or commercial analytics views | Wireframes and BI dashboard | Build and implementation | User personas, decision cadence and approved metrics |
| Data model and transformation logic | Tables, joins, calculated fields, segmentation and refresh assumptions | Data model documentation | Build | Technical access and source metadata |
| Analysis report | Trend, cohort, variance, cost-driver, utilisation, engagement or performance analysis | Report deck or analytical brief | Analysis | Clean data, business rules and review questions |
| Governance and access plan | Role-based access, least privilege, de-identification needs, sharing rules and handover | Access matrix and control notes | Setup and governance | Security policies and user roles |
| Reporting cadence | Review calendar, owner responsibilities, escalation points and refresh workflow | Operating rhythm and checklist | Handover or managed service | Decision-maker availability and process owner |
| Training and handover | Dashboard use, metric interpretation, limitations, refresh steps and change-control guidance | Live session and documentation | Handover | Relevant team attendance and platform access |