Does any of this sound familiar:
Looking up numbers in different sources?
Copy-pasting numbers?
Doing calculations on those numbers every time?
Copy-pasting/screenshotting charts and graphs?
Chances are, this is mostly a waste of your team’s time. With the right approach your regular reporting routine can be 90% automated. The time you spend working on it should be spent on providing context, emphasizing highlihhts, flagging challenges.
In other words: adding value for your stakeholders or clients, showcasing why your expertise is vital to them.
I have spent past several years designing simple but highly flexible and transparent workflows that allow teams to radically reduce the time spent on collecting and processing data and numbers, visualizing them for analysis and reporting purposes and producing reports for their stakeholders or clients.
Pipelines that fetch the data you need with no/minimal manual effort
Tools that allow you to see precisely the KPIs you care about
Regular reports that are ready for you every week/month/quarter
Naming conventions and taxonomies that enable tracking
Integrating data from various sources
Intermediate calculations and manipulations
Generation of data visualisations the way you need them
Owned social media channels
Paid social and online ad platforms
Web analytics
PR coverage
Customer reviews
Competitor and other 3rd party social channels
By now you must be wondering: when is he going to mention AI?
Is this made by AI? No, this is a product of human work, involving multiple rounds of testing, iterating, fixing bugs, and, most importantly, integrating feedback from users and stakeholders.
I do use AI tools in my work in this and will be adding more AI-enabled features but what’s important to you - this system makes your data more accessible to any other AI-based tools.