| Reporting audit | Review of current reports, source systems, gaps, duplicate work, and stakeholder needs. | Assessment document and issue register | Discovery and baseline | Existing reports, access, business rules, stakeholder list |
| KPI framework | Inventory measures such as stock aging, turnover, backorder exposure, cycle count variance, reorder risk, and data completeness. | KPI dictionary and measurement notes | Scope definition | Operational priorities, finance definitions, reporting audience |
| Dashboard design | Report architecture, visual layout, filters, summary views, exception panels, and review logic. | BI dashboard, spreadsheet dashboard, or wireframe | Setup and build | Data access, branding preferences, review feedback |
| Recurring report pack | Stock position, movement, aging, reorder risk, variance, and management summaries. | Spreadsheet, PDF, BI view, or presentation-ready summary | Production and delivery | Reporting calendar, recipients, approvals, data refresh schedule |
| Data-quality checklist | Validation rules, mapping checks, variance thresholds, error log, and review steps. | Checklist and QA log | Quality assurance | Source definitions, tolerance levels, reviewer comments |
| Documentation and handover | Report logic, refresh steps, ownership, dependencies, exclusions, and maintenance instructions. | Process document and knowledge base notes | Handover or managed support | Access policy, owner confirmation, change-control expectations |
| Stakeholder summaries | Readable notes explaining inventory exceptions, trend changes, and decision points. | Email-ready summary or management note | Recurring delivery | Reviewers, escalation rules, business context |
| Training support | Walkthroughs for report users, dashboard navigation, definitions, and review workflow. | Session notes, training guide, or recorded walkthrough when agreed | Adoption and support | Attendees, questions, permission to record where applicable |