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.