Program overview
Reporting Automation
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.
Delivery Process for Reporting Automation
Design
Pipelines and templates.
Build
Automated delivery configuration.
Map
Current sources and reports.
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
Roles Benefiting Most
These positions experience faster, reliable reporting.
Controllers
Reduce manual preparation.
Executives
Get consistent packs.
Discuss Reporting Automation
Share context about current initiatives and we will suggest the right sprint format.
Talk to us