fbpx
Whitepaper: The Audit World's Biggest Myths
Download Now

When in the ERP Journey to Begin thinking about Reporting?

January 18, 2023

Melissa Dixon

Given the importance and urgency for business intelligence (BI) for the new ERP system, it is never to early to begin thinking about reporting.

As mentioned in “What data is needed to make key decisions?,” there are many steps in the preparation process including assessing current state, determining requirements, and creating a plan for BI tools.  A critical step in planning is the prioritized list of reports and dashboards.  Time and resources can be limited, and so working on the critical items first ensures that they are ready at go-live.  Also, as mentioned in “How to validate that dashboards and reports are accurate, reliable, and repeatable?,” data validation prior to release of BI tools is essential.

The planning process may need to be iterative as processes evolve and the implementation team learns more about the out-of-the-box capabilities of the new system.  This does not mean that early planning leads to rework.  In fact, BI planning starting coincident with system planning ensures that you have the BI outcomes that you want defined early and consistently reconfirm as the system design and implementation progresses.  It is a best practice to document the key decisions and vet them with leadership.  This buy-in on BI decisions will help post-go-live if users voice concerns about BI tools and reports.

Set Up a Free Strategy Session with one of our Business Intelligence Experts Today!

Capital Edge Consulting is a professional services company comprised of adept problem solvers who deliver tangible results to address today’s most complex U.S. government contracting challenges. Capital Edge helps clients address the challenging regulatory, contractual, and compliance requirements of U.S. federal contracts and we have experience working with a wide variety of industries that provide goods or services to the federal government including industries such as biotech and healthcare, nuclear energy, education, information technology, non-profit, professional services, defense, and software.

About Capital Edge Consulting

Capital Edge government contract consultants support Government Contractors and Federal Grant Recipients. Our consultants specialize in the regulatory compliance matters you need.

Stay In Touch

or

Call Us: (855) 227-3343

© 2023 Capital Edge. ALL RIGHTS RESERVED. SITE BY 828 MARKETING AND WEB
crossmenu
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram Skip to content