Cases
Frustration
Every day and week, people spend hours drafting reports because:
- They have to retrieve the information from various sources (emails, docs, xls...)
- They struggle to provide it in the required (uniform) format
- Various revisions are required to come up with the ‘right’ version
Reports, however, should be an automatically generated result based on information that is entered into one or more systems by the various people. If everybody enters the information as soon as it becomes available, a report can be produced with one click and 0.0 minutes work.
This also means there is only one truth: the real truth
Origin
The basic conditions are not fulfilled:
- Information must be correct and entered on time:
- The necessary processes are in place
- Everyone knows which information (at least) he/she must enter and why
- The systems into which the data is entered are linked to one another or the information can be collated
- De rapporten zijn doordThe reports are well-thought-through, fulfil needs, and are adapted to the target audience both in terms of
- Form and
- Content
Solution
We start with reporting; ‘what do you need to take from your data?’ and then examine:
- Processes (for gathering content)
- Are they simple enough?
- Are they well-known?
- Are they followed?
- Tools (which contain data and reporting tools)
- Are they simple enough?
- Are they well-known?
- Are they used?
- Reports
- Is the form adapted to the target audience?
Frustration
A great deal of information at various locations means people having to keep on clicking to see everything.
Origin
This is because systems were often set up on the basis of 'technical’ aspects with little or no focus on user-experience.
Solution
When determining the look & feel of an application, we start with the user; who is the user? What expertise does he/she have with the tool? Who has to see what, and in which role? …
On this basis, we outline the screens and set out what information is shown where, when and to whom.
For example. In an environment where documents go through various phases of authoring, we show these phases (horizontally) along with the different documents, and their status (draft, final, approved...).
Exerti offers…
- Analysts (Business, Functional)
- User Experience Experts
- Technical implementers (SharePoint, PowerApps, PowerAutomate)
Frustration
Many businesses have no overview of ongoing and future projects; which projects are on the go at the moment? What is the status of ongoing projects? Who is working on what? Which projects would we like to work on next year and is there sufficient budget?
This leads to frustration because:
- People have to ask various project leaders about the status of projects
- Project leaders spend a great deal of time drafting reports
It is difficult to forecast the budgets and resources required for the following year.
Origin
The causes of this can be sought in processes and methodologies that are not known or just not available. Another cause is often the lack of a user-friendly, central tool into which the information about projects and their progress can be entered. Information is fragmented as a result and creating a standard report becomes an onerous task.
Solution
Well defined processes, a user-friendly central tool which contains the information that is required for reporting, and which is adapted to the project management maturity of the company, thorough training in methodology and tools.
The introduction of a central tool allows status reports and overviews to be generated with a single click, without the intervention of the project manager.
Exerti offers…
- Analysts (Business, Functional)
- Specialist project management processes and methodology
- Technical implementers (Project Online, SharePoint, PowerApps, PowerAutomate)
