Our Process to Offer Service
A controlled process for inventory reporting delivery
The process is designed to make reporting requirements clear, reduce data ambiguity, establish quality checks, and create repeatable delivery. Timing depends on system complexity, report volume, client review cycles, and data readiness.
Discovery
Objective: understand the business, reporting users, stock workflows, and decision needs.
Rudrriv: gathers requirements and current report samples. Client: shares goals, systems, owners, and pain points.
Output: discovery summary and reporting objective list.
Data source review
Objective: identify where inventory data comes from and how reliable it is.
Rudrriv: reviews exports, fields, and gaps. Client: provides access, sample data, and field definitions.
Output: data inventory, risks, and access checklist.
Scope definition
Objective: align reports, KPIs, cadence, formats, and approval rules.
Rudrriv: proposes scope and delivery model. Client: confirms priorities and exclusions.
Output: approved reporting scope and review plan.
Report design
Objective: create report structures that are readable and useful.
Rudrriv: builds templates, dashboards, and summaries. Client: validates layout and metric logic.
Output: draft report pack and dashboard outline.
Workflow setup
Objective: define data pulls, folder structure, version control, and responsibilities.
Rudrriv: documents steps and quality gates. Client: confirms owner availability and permissions.
Output: reporting SOP and production checklist.
Test reporting
Objective: validate calculations, data completeness, usability, and exception rules.
Rudrriv: runs sample reports and logs issues. Client: reviews outputs and business assumptions.
Output: test report, issue log, and change list.
Recurring delivery
Objective: produce agreed reports on the approved cadence.
Rudrriv: prepares reports, notes, and dashboards. Client: reviews exceptions and approves decisions.
Output: report pack, dashboard updates, and exception tracker.
Review and optimization
Objective: improve usefulness, reduce manual steps, and refine reporting based on feedback.
Rudrriv: recommends improvements. Client: confirms process changes and priorities.
Output: optimization backlog and reporting improvements.