Reporting crosses several tools, files, and manual steps.
Service
Reporting & Data Flow Audit
When the problem is bigger than one report, I map the current process and define a pragmatic target flow.
Problem
Our reporting process spans ERP exports, Excel, manual transformations, files, and Power BI. We know it is inefficient, but we do not know what the target solution should look like.
When this service is useful
The same data is repeatedly transformed or consolidated.
It is unclear whether the right solution belongs in Excel, Power Query, Python, SQL, SharePoint, or another part of the architecture.
Typical inputs
description of the current process and participants
example reports, files, or exports
information about data sources and dependencies
known problems, constraints, and environment requirements
What I do
discovery and current-state process mapping
identify manual bottlenecks, repeated work, and reporting dependencies
identify obvious reliability risks
propose a target-state architecture
compare appropriate technology options
recommend quick wins and implementation phases
What you receive
current-state process map
issue and bottleneck summary
proposed target flow
architecture diagram
recommended technologies or patterns
quick wins
phased implementation proposal
clear assumptions and dependencies
Scope boundaries
The audit must produce a useful standalone deliverable; it is not automatically implementation of the full proposed architecture.
Implementation of selected phases is scoped and priced separately.
A recommendation may include automated ERP or SAP extraction without taking ownership of ERP administration, infrastructure, security configuration, or production support.
SAP integration is not a separate advertised service.
How the project starts
I start with the current process, data sources, and the main problems.
I define the audit scope with you and the material needed to map the current state.
The audit ends with a concrete decision artifact; implementation of selected phases can be scoped separately afterwards.
Commercial model
The audit is fixed-price and produces a useful standalone deliverable; implementation phases are quoted separately.