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Management Reporting

Prepare management reports from verified data sources

Figures from multiple systems are consolidated, deviations flagged and prepared as a report draft. Assessment and approval remain with management.

Modelled annual capacity potential of EUR 25,920

Modelled example scenario – not a client reference

Starting point

A business unit creates a monthly management report from ERP, CRM and service data. Four managers and analysts together invest around 44 hours in export, formatting, commentary and alignment.

·44 hours of work per month
·EUR 72 weighted fully loaded rate
·14 hours remaining review, commentary and approval

Modelled potential

Current report creation covers 528 hours and EUR 38,016 of working capacity per year. If data transfer and first draft are prepared so that 14 hours remain per month, 360 hours are released — an annual capacity potential of EUR 25,920.

Possible solution

A controlled workflow takes figures from defined sources, checks completeness, flags deviations and creates a first report draft. Statements about causes are only taken from documented information or explicitly marked as open questions.

Controls

Fixed data sources and reference dates
No invented explanations for deviations
Flagging of missing or contradictory values
Approval by the responsible manager
Versioning and traceability of every figure

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