ILLUSTRATIVE EXAMPLE
Automate a monthly report
Sales leadership gets a report for its variance analysis. The existing manual preparation should be retired.
- 01
People: An internal team member helps maintain the process and later takes it over.
- 02
Data Quality: Validation rules stop an incomplete delivery from being released.
- 03
Data Architecture: The required data connection is documented. Other reports can reuse it when the scope fits.
- 04
Data Governance: The business team decides which orders count and how cancellations are treated.
- 05
Automation: Calculation and checks run on a schedule; failures follow an agreed handling process.
- 06
Analytics & AI: The report answers the agreed business question. An ML model is not required.
POSSIBLE NEXT STEPUse the next regular reporting cycle to check which manual work is still needed.