Understand the obligations
Map priority grant metrics, definitions, deadlines, and the sources each report depends on.
Nashville CARES · Client story
Protecting critical reporting through a staff transition.
A key staff transition put essential reporting knowledge at risk. Nashville CARES needed to preserve the processes behind its program and funder reporting while building a more sustainable data function. We combined reporting operations, knowledge capture, data expertise, and organizational support to stabilize the immediate work and develop the next phase.
All client stories →Continuity phase delivered · modernization continues
What was at stake
The work the organization depended on.
Program and funder reporting depended on information spread across systems, spreadsheets, and one person's institutional knowledge. The immediate need was to make the priority processes usable by the wider team while keeping the work moving through the transition.
How the work came together.
Recover the working knowledge
Inventory systems and intermediate files, capture workflow steps, and identify owners, access needs, and refresh cadence.
Validate and share
Reproduce report outputs with staff, explain known differences, and publish a navigable continuity playbook.
Carry the work forward
Connect the stabilized processes to ongoing report production, data-platform development, and the transition to a sustainable data function.
What changed
Reporting knowledge the wider team can use.
Priority reporting processes became documented, validated with staff, navigable, and assigned to owners. An accessible continuity playbook brings source information, requirements, workflow steps, cadence, and known exceptions into a shared reference. That makes the knowledge easier to transfer through a repeatable process.
Completed continuity phase
A shared, validated reporting process.
Sources · requirements · workflows · owners · playbook
Reporting operations
Production support and reporting calendar
Data foundation
Fabric and Power BI development
Organizational transition
Data leadership, hiring support, and communication
What makes a workflow transferable?
InputsSources and definitions
OwnerResponsibility and access
CadenceWhen the work runs
ValidationChecks and exceptions
OutputReport and destination
Why the combination matters
Several disciplines.
One connected result.
Operational understanding identified the reporting obligations and responsibilities. Research and documentation made implicit knowledge explicit. Validation connected the written process to actual outputs. Engineering and organizational support then addressed the foundation and people needed to maintain it.
Explore the team →What the foundation makes possible.
Shared reporting knowledge
Priority workflows can be found and understood beyond the person who originally assembled them.
Clear responsibility
Owners, cadence, sources, and exceptions give the team a practical basis for managing recurring work.
A sustainable next phase
Documented requirements and validated workflows guide the platform and organizational transition.
The continuing engagement.
The continuing engagement combines report production support, Microsoft Fabric and Power BI development, interim data leadership, support for the permanent data-leadership transition, and staff communication. Progress has included dashboard review, a consolidated reporting calendar, submitted reporting files, and workbook improvements. Broader modernization remains in progress.
Explore the approach.
A useful first conversation
What needs to work better?
Tell us about the systems, reports, or workflow getting in your way.