Perfex Method - your action plan

METHOD

Your action plan for cleansing, cataloguing, collaborating
and controlling your reports

Declutter the PAST

Protect
the FUTURE

Cleanse
Cleanse reports
Start by listing unused, obsolete and orphaned reports. Cleanse obsolete and orphaned reports first.
Approve removal of unused reports with their owners.
Catalogue
Catalogue reports
Make an inventory of reports that remain after cleansing along with all objects they contain.
Catalogue reports in one place for review and approval.
Collaborate
Structure
Before to start reviewing reports, clarify the structure of business functions and business areas they include.
This will help you structure reports and other BI assets
by business areas.
Set up governance
With structured BI assets, you are ready to assign owners
for each report, KPI and metric.
Set up business processes to tell people how to review
and approve BI assets they own.
Enrich
BI assets
When all BI assets are structured, give their owners best practices to map their KPIs and metrics against.
They might want to enrich BI assets with best practices.
Verify
KPIs and metrics
At this point, owners review KPIs and metrics, decluttering duplicated and obsolete ones.
Make sure you have sufficient data for KPIs to be calculated.
Unify
reports
With all KPIs and metrics unified, it is now the time for owners to compare and approve reports.
This is when duplicated and fragmented reports are to be revealed and decluttered.
Establish relations
Now, when all BI assets are in order, it makes sense to relate them to each other.
Relate KPIs and link them to reports, and you get the power to trace any change across reports quickly.
Control
Launch
Now your reports are cleaned up and close to perfection. Congratulations!
Give users access to a single place where they can search and find any BI asset they need.
Control
and
maintain order
From now on it's important to maintain order, otherwise it may turn back into chaos soon.
Here governance processes will help you keep all BI assets actual and up-to-date.

To declutter reports, you need a plan

METHOD

Decluttering reports is a hard work To fulfill the plan, you need tools