Reporting strategy and KPI design
What it covers: reporting purpose, stakeholder questions, KPI definitions, baseline needs, and report cadence.
Activities included: workshop inputs, metric selection, KPI dictionary creation, report layout planning, and decision mapping.
Business inputs: onboarding goals, process maps, employee segments, stakeholder priorities, and current reports.
Deliverables: reporting framework, KPI dictionary, dashboard outline, and review cadence. Technology involvement may include HRIS, spreadsheets, BI tools, and collaboration platforms. Business value depends on aligned definitions and usable source data.
Data-source mapping and quality review
What it covers: where onboarding data lives, how it is updated, who owns it, and whether it is reliable enough for reporting.
Activities included: field inventory, missing-data checks, duplicate review, source comparison, exception documentation, and cleanup recommendations.
Business inputs: HRIS exports, ATS records, LMS data, IT ticket data, onboarding checklists, and manager updates.
Deliverables: data-source map, quality findings, reporting assumptions, and improvement backlog. Exclusions include unsupported system access or unauthorized extraction of sensitive data.
Dashboard and report production
What it covers: practical reporting views for HR, operations, managers, executives, and cross-functional stakeholders.
Activities included: dashboard wireframes, tracker setup, report templates, summary formats, filter logic, and visual review.
Business inputs: report audiences, preferred tools, access rules, existing dashboards, and review expectations.
Deliverables: dashboard views, reporting packs, status summaries, and exception logs. Technology involvement may include Excel, Google Sheets, Power BI, Looker Studio, Tableau, HRIS reports, and project-management tools.
Managed reporting operations
What it covers: recurring report updates, data checks, issue flagging, stakeholder communication, and report maintenance.
Activities included: update cycles, report refresh, missing-data follow-up, trend notes, meeting preparation, and change documentation.
Business inputs: approved reporting cadence, system access, ownership rules, escalation process, and reporting distribution list.
Deliverables: recurring dashboards, management summaries, issue logs, and improvement notes. Dependencies include timely client approvals, stable source systems, and clear data ownership.