Understand pain points, such as:

• Excessive time spent on data collection and consolidation
• Concerns about data and formula accuracy
• Poor visibility and control of processes
• Inability to easily explore and compare different scenarios
• Limited time for analysis and strategy
• Late availability of information hampers business agility

Explore opportunities, such as:

• Automation of data acquisition, manipulation and governance
• Centralized, secure data and calculation management for “one version of the truth”
• Reusable, configurable allocations and profitability modeling
• Leveraging detailed historical data for AI use cases like predictive demand planning
• Short, quick cycle times
• Timely, accurate information for everyone who needs it, in a form that works for them

Activities:

• Workshops & Interviews
• Install monitoring software (where applicable) to capture baseline performance data

Improving efficiency, such as:

• Automation of data collection and manipulation tasks
• Reducing need for repetitive data validation and reconciliation work
• Manual report creation

Improving accuracy and quality of decision support, such as:

• Driver-based models for planning, allocations and metrics/Key Performance Indicators (KPIs)
• AI-based models for predictive demand planning, sales forecasting or price optimization
• Central control of data, calculation methodologies, and process control

Activities:

• Synthesis of information collected in Step 1 into a report
• Presentation and review of options, with collection of feedback
• Recommendations for prioritization

• Create a detailed execution plan to achieve the selected goal

Activities:

• Create solution delivery & customer success plan

Execute on the solution delivery and customer success plan, using QueBIT’s CARE methodology:

• Foster conditions that support honest and regular feedback
• Adjust expectations and the plan as needed

Activities:

• Design Meetings
• Technical Delivery
• Knowledge Transfer
• Training
• Documentation

• Compare outcome with the original goal
• Assess the process: what worked and what didn’t
• Examine assumptions and expectations that were changed by new information that emerged through the process
• Revisit the proposals and recommendations from the earlier “Define Goals” step, in the light of new understanding
• Pick the next goal to work on

Activities:

• Workshops & Interviews
• Revisit options and recommendations from Step 2