Introduction

Overview of the topic and Martin's recent experience helping clients move from spreadsheets to dashboards.

Part 1 - The Problem

• Why can spreadsheet reporting be a problem?
• Who does it impact, and how?
• See a worked example of how easily reporting spreadsheets can grow arms and legs.

Part 2 - The Solution

• What does an automated reporting solution look like? 
• See a worked example of a modern BI solution.
• Summary of the direct and indirect benefits of automated reporting.

Part 3 - The Optima Way

• Overview of our PLAN - BUILD - LAUNCH process, followed by a walkthrough of critical success factors at each stage:
• Step 1 - Identify a Report
• Step 2 - Discovery
• Step 3 - Choices
• Step 4 - Develop an ETL
• Step 5 - Dashboard Design
• Step 6 - Testing
• Step 7 - Upskill & Train
• Step 8 - Make a Big Splash
• Step 9 - Handhold

Recap & Closing Thoughts