Program overview
Data Pipeline Setup
We organize reporting automation as an efficiency-driven engagement with defined checkpoints, enabling clear delivery improvements efficiently.
First week activities
- CFO sponsorship and process alignment
- Current reporting audit
- Implementation agenda confirmation
90 min
CFO briefing session
Core reports
Automated per engagement
1 owner
Assigned per pipeline
Map
Current sources and delays.
Design
Pipelines and templates with CFO input.
Launch
CFO review and internal transfer.
Engagement Scope
Programs combine mapping, pipeline setup, and template standardization tailored to CFOs of mid-sized companies.
- Process Mapping
Documentation of current reporting flows. - Source Integration
Connection of ERP and other data systems. - Template Design
Unified, dynamic report formats. - Delivery Automation
Scheduled generation and distribution.
Deliverables
Outputs enable reliable automation and independent maintenance.
- Executive summary for Reporting Automation
- Automated pipeline configuration
- Standardized template package
Sustainability Resources
Materials support ongoing reporting automation.
- Automation maintenance guide
- CFO presentation
- Recorded sessions
- Template library
Efficiency Indicators
Progress tracked across cycle time, consistency, and effort.
- Capability: teams can explain the new way of working.
- Assets: templates, briefs, and dashboards are versioned and shared.
- Cadence: recurring ceremonies lock in the habit.
Roles Benefiting Most
These positions experience faster, reliable reporting.
Executives
Get consistent packs.
Controllers
Reduce manual preparation.
Reporting Teams
Focus on analysis.
CFOs
Receive timely insights.
Signals we monitor
- Current state mapped
- Automation configured
- Live delivery achieved
Efficiency Progress Updates
Each phase shows reduced effort and faster delivery.
“Reports now arrive when we need them—automatically and consistently.”
Discuss Data Pipeline Setup
Share context about current initiatives and we will suggest the right sprint format.
Talk to us