#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.

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