More Than Reports

Exception reports identify situations that are out of range or unexpected.  Today I'll cover a few types of exception reports and discuss how they can be useful.

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As organizations grow it is increasingly important for everyone to understand goals, know how to measure progress, and monitor performance.  Reporting which includes the ability to drill down from co…

Data warehouses can be extremely valuable.  Before taking the plunge, it is important to determine whether a data warehouse is a good fit for your organization.  Do you have a data driven culture?  D…

Insurance carriers, MGA/MGU, and agencies have a wide array of reporting needs.  Today we will cover some of the most common types of reporting our insurance client have found valuable.

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As business managers and process owners, you will likely be interviewed in an effort to understand the requirements for capturing value opportunities.  Today we will step through some of the question…

This episode takes a bit of a detour.  I'll cover company announcements then provide an overview of what a day looks like at LeapFrogBI.  This may be interesting for those of you considering taking o…

Many companies start their journey to Reportopia thinking they will use Power BI to build their entire solution.  Meaning - Power BI will connect to one or more data sources, consume data, apply busi…

Exactly what is Reportopia?  We spent some time writing down the definition that we believe best describes the utopia of reporting.  While we never reach Reportopia, it is important to know what we a…

Building your Reportopia can be done by one person or an entire team.  In both cases, it is important to understand the roles that need to be filled.  This week I'll break down the key roles into bus…

Dirty data is an issue that we all need to deal with.  How do we ensure less than perfectly clean data doesn't prevent us from capturing value opportunities?  What exactly is dirty data?  We will div…

Building Reportopia is hard work.  After making valuable reporting available, it is critical that reports are actually utilized.  Trust is a big part of user adoption.  Today we will dive into trust …

Nobody said building your own reportopia would be easy!  In this episode I'll discuss some of the common areas of complexity.  Hard work is not avoidable, but I'll propose a few tips for keeping your…

How much demand do we have right now?  Have we allocated resources to meet that demand?  These are basic questions that nearly all businesses need to answer and monitor regularly.  This episode focus…

It is all too easy to get distracted by new exciting technologies.  Today I’ll lay out the case for using proven technologies and staying focused on solving business problems. 

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Happy New Year!  Another year has flown by.  This episode focuses on a couple clients that built their own reportopia and as a result realized great success in 2021.  These companies are examples tha…

Healthcare providers must deal with a complex payment collections process.  Today we will identify a few areas within this process that can be optimized through focused reporting.

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You found value opportunities.  Now we need to do the required work to capture the value.  I’ll outline the steps required and highlight some common pitfalls to avoid in the week’s episode.  This is …

How exactly do you find value add opportunities that we can capture through reporting?  I'll share the three questions you must ask process owners to uncover value opportunities.  It is critical to f…

Prior to building or extending a reporting solution it is critical that we identify and quantify the value that we are trying to capture.  Risk reduction, expense reduction, and revenue increase are …

You need better reporting, you’ve identified opportunities, and now you need to know what it is going to cost to build your solution.  I’ll breakdown the method I use to determine the solution type r…