Refreshing Your Management Reporting Process: A Starter Guide

Your company has evolved, but have your strategy and reporting process evolved along with it?

Ted, Founder and Managing Partner at ClearPoint, has over 25 years of experience working with organizations to improve their performance management and strategy execution processes.

What do you think of when you hear the words spring cleaning? You’re probably not delighted at the thought—but I bet you do get excited about the finished product. Having an organized and efficient living or work space can make all the difference in your performance (and it can boost your day-to-day mood).

As it turns out, the same is true when you do a spring cleaning on your reporting process.

For years, ClearPoint has helped hundreds of organizations take control of their management reporting process. But as organizations adapt and change, their reporting requirements change as well. Leadership often introduces new data visualizations, improves calculations and evaluations, begins using different summary reports, adds new fields, and generally becomes more nimble in their reporting process.

Because we recognize that you—our valued customers—are constantly growing and changing, we’ve created a “spring cleaning” ebook to help make this strategic management process easier for you.

Take a quick look at the areas described in the ebook:

  • Preserving Your Information In ClearPoint. Have you ever accidentally thrown something in your spring cleaning giveaway pile that should not have been thrown away? It’s simple to do! The same thing could happen when you clean out your old reporting process and bring in the new. We describe—in detail—how you can use ClearPoint to ensure your important information doesn’t get lost during this shuffle.
  • Reporting Calendar. When you go through your management report refresh, you’ll be both creating and building out a new reporting calendar—and creating a system that helps you stick with this calendar. We outline specifically how you can use ClearPoint to make this happen.
  • Periods & Reporting Frequencies. After you’ve put together your new reporting calendar, it will be important to have the months, quarters, and years in your data tables and charts that are appropriate for what you are reporting. In ClearPoint, this is pretty easy, but you have to remember to do it each year.
  • System Configuration. One of the reasons you use ClearPoint is because it’s so flexible, and adjusts specifically to meet your reporting needs. But if you don’t ensure that the customizable reporting fields are also tidied up during your refresh, you may create more clutter. We show you everything you need to do to avoid this issue.
  • User Management. Responsibilities may change with the fiscal year or strategy refresh, and failure to adjust user settings could create an issue. We give you the step-by-step directions you need to effectively manage all your ClearPoint users.
  • Report Templates & Documents. Following user management, you’ll want to examine your report templates and documents—including new and existing summary reports. ClearPoint makes this a cinch.
  • Notifications & Reminders. Two of ClearPoint’s often-overlooked features are notifications and reminders, which help users remember to update their respective projects at the appropriate times. Set notifications to tell your leaders when information they are responsible for changes. Also, let your measure and project analyst know it is time to make updates by sending email reminders. Spring cleaning makes sure you send these to the right people.
  • Community Dashboard. Not all organizations have a public-facing dashboard, but if you do, take additional care with any changes that are made in it and how they’ll affect the dashboard’s appearance.

Ready to start spring cleaning? Use this ebook to make the process simpler than ever. Download it for free today.

Refreshing Your Management Reporting Process: A Starter Guide