Archive for August 27, 2015

#3 Evaluate the List of Needed Reports

So in our two earlier blogs, we recommended that you:
#1. Create a list of reports presently available within your company
#2. Determine what your reporting needs are to run your business

Now that you have that information compiled, determine which of the reports presently available (task #1 above) can be used for your reporting needs (task #2). From the perspective of some, this could be considered a gap analysis between task #1 and task #2.

Once completed, it will assist you in determining what you have that can be used going forward and what new reports are needed. And, as importantly, which reports from task #1 are no longer needed and do not need to be generated and/or referenced.

Aldridge Kerr can assist you with identifying your reporting needs. Contact Charlene Aldridge at 972.447.9787 or CharleneAldridge@aldridgekerr.com to discuss how we can assist you.

And, be sure to sign up for our newsletter

#2 Determine what Reports You Need

In our most recent blog, we encouraged you to look at the reports you presently have in order to establish the baseline needed to effectively manage your organization’s reporting needs.

Now, step back and identify what you need to run your business. Here are some questions to answer to begin this assessment:

  • What information is needed to understand if you are successfully providing your products or services to your Clients?
  • What information is required to ensure you are providing a quality and timely product?
  • How do you know if you are meeting or exceeding your organization’s goals and objectives? (If you don’t have goals and objectives, that’s another issue altogether!)
  • Do you have reports that provide you with information on the issues that need to be addressed or resolved?
  • Add to the above list based on your organization’s needs and create a list of what information you need to effectively run your business. Once you know what you need, then you have a good foundation for defining what reports are needed to manage your organization.

    Aldridge Kerr can assist you in identifying the information you need to compile. Contact Charlene Aldridge at 972.447.9787 or CharleneAldridge@aldridgekerr.com to discuss this.

    Look for our next blog for more on report management. And, be sure to sign up for our newsletter

#1 Create a List of Existing Reports

In our most recent newsletter on report management, we discussed the challenges that organizations face in determining how to effectively use reports to assist in running their businesses.

So what should an organization do to better understand their reporting needs?

First, identify what reports presently exist. Create a list of all the reports, including those reports that are rarely (or never) used. As the reports are identified, determine the purpose for each of the reports.

Having a list of the reports that exist within your organization is the first step to more effective report management.

Look for our next blog on what needs to be done after you create a list of existing reports.

Contact Charlene Aldridge at 972.447.9787 or CharleneAldridge@aldridgekerr.com to discuss how we can assist you more effective report management.

And, be sure to sign up for our newsletter