| Discovery and data assessment | Business questions, source systems, data quality risks, reporting gaps and access requirements | Assessment document | Discovery | Stakeholder access, sample reports and source inventory |
| KPI dictionary | Metric definitions, formulas, owners, caveats, source fields and reporting frequency | Reference document or knowledge base | Setup | Approved business definitions and stakeholder review |
| Data source map | Systems, fields, flows, refresh methods, dependencies and known limitations | Diagram and source register | Setup | Platform inventory and technical owner input |
| Data quality rules | Validation checks, exception logic, duplicate rules, missing value handling and escalation path | Checklist and QA log | Setup and production | Accepted thresholds and source-system context |
| Cleaned datasets | Prepared files, corrected formats, deduplicated records and labelled exceptions | CSV, spreadsheet, database table or approved format | Production | Raw data, reference tables and review rules |
| BI dashboard suite | Executive, operational or department-level dashboards with filters, definitions and refresh notes | Power BI, Tableau, Looker Studio or approved tool | Build and support | Source access, KPI logic and user feedback |
| Recurring reporting pack | Weekly, monthly or quarterly reporting views, commentary prompts and issue notes | Slide, spreadsheet, PDF or dashboard export | Production | Reporting calendar and stakeholder priorities |
| Pipeline or automation workflow | Approved data movement, transformations, refresh triggers and monitoring steps | Workflow, SQL model, script or automation configuration | Implementation | API access, permissions and technical review |
| Runbook and handover notes | Task steps, owners, quality checks, access rules, escalation and continuity process | Documentation and walkthrough | Handover and support | Client owner review and approval |
| Service performance report | Work completed, open issues, request status, QA notes, SLA indicators and improvement actions | Monthly or agreed service report | Managed service | Confirmed reporting cadence and decision owners |