Weekly reporting was traditionally done on MS Excel. It quickly became overloaded and staff experienced ongoing difficulties in completing their work.
The reporting was a manual and time-consuming process. Consolidating masses of data in an MS Excel file takes significantly more time than it should. The manual process increased the possibility of mistakes being made. This put the reporting accuracy at risk and lead to inefficient data analysis.
MS Excel is a trusted and well-used reporting tool, however, in terms of features and capabilities, it was lacking when trying to create the reports to the desired standard.
Despite much time and effort dedicated to creating the best weekly reports with the resources on offer, it was time for an upgrade.
Better reporting processes (Alteryx) and a more visually appealing dashboard (Tableau), were proposed, but who would transfer all the data into the new system and set it up?