11 · Custom organisational solution
Executive Project Dashboards & Reporting Systems
Design an integrated reporting system that converts governed project data into concise executive, portfolio and delivery-level information.
Professional scope
Designed around the decision, system or entitlement at issue.
We design the reporting operating model behind the dashboard: decisions, measures, thresholds, data ownership and quality controls. Visual design follows a sound management-information system.
Scope can include
Core capabilities
- Reporting strategy and information architecture
- KPI definitions, thresholds and ownership
- Executive, portfolio and project views
- Power BI-ready data and governance design
Outputs
Professional deliverables
- Executive and portfolio reporting framework
- KPI dictionary and calculation rules
- Dashboard wireframes and Power BI-ready logic
- Data-quality controls and reporting calendar
- Roles, workflow and approval requirements
- Implementation roadmap and user guidance
Approach
Methods selected to suit the requirement.
Proportionate and defensible. Scope, inputs, methodology, review points and deliverables are agreed before work begins. The selected approach reflects the project stage, available evidence, contractual context and intended use.
Start with the project requirement
Share the project stage, available records, principal concern and required timing. 3A will define the appropriate scope and deliverables before commencing the engagement.