Reporting Maturity Assessment | Digital Analytic Solution

01How is your main management report prepared?
Copied and pasted by hand each timeAn Excel template updated manuallyPartly automated with Power Query or connected filesIt refreshes automatically on a schedule
02How long does the monthly report take to prepare?
More than three daysOne to three daysA few hoursMinutes. It is ready when we open it
03Do different teams agree on the numbers?
We often see different versionsSometimes there are disputesMostly, with shared definitions in some areasYes. KPIs are defined once and reused
04Where does your reporting data come from?
Personal files and email attachmentsShared folders with inconsistent formatsStructured shared sources such as SharePoint lists or databasesConnected systems with documented sources
05How are routine requests and approvals handled?
Email, WhatsApp and follow-up callsForms, but tracked manuallySome steps are automatedAutomated end to end, with status tracking
06Who can maintain the reports if the builder is away?
No oneOne backup person, partiallyA few trained staffThe team owns it, with documentation
07How comfortable is your team with Power BI or similar tools?
Never used itCan view reports others buildSome people build their own reportsSeveral confident builders
08How does your team use AI tools such as Copilot or ChatGPT?
Not at allIndividually, without guidanceSome agreed uses with guidelinesBuilt into workflows, with human review

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