Prepare the monthly management report
Consolidate the month of every team, explain the trends and the deviations with their plan, and draw conclusions for management.
The task in figures
- Gives you back
- 2 h a monthper team; today it takes 3.5 to 9.5 h a month
- Elmira today
- Helps
- Frequency
- Monthly
- Who does it today
- Engineer, Lead
- Version
- Elmira Junior
What hurts today.
Days go into consolidating, and the conclusions get written the last night.
The deck is read once, and nobody comes back to it.
Each area explains its deviation its own way, and they cannot be compared.
At the end of the month, management wants to know how operations did: what improved, what got worse, why and what is being done. Putting it together takes days: consolidating every team’s figures, looking at each indicator’s trend, chasing the explanations, matching them with the actions and writing the conclusions in a deck that is read once. What matters most, the conclusions, gets the least time.
Done today with
- Expert
- Spreadsheet
- Email and chat
- Slides
- BI dashboard
Each step, today and with Elmira.
Obeyaka consolidates every team’s month through the cascade, and Elmira tells you on WhatsApp each indicator’s trend and the deviations with their actions. The conclusions and the deck are still yours.
| Step | Today | With Elmira |
|---|---|---|
| Consolidate every team’s figures for the month | Spreadsheet, BI dashboard1 h – 3 h | Automatic |
| Look at each indicator’s trend | Spreadsheet, BI dashboard30 min – 1 h | |
| Review the deviations and their action plan | Spreadsheet, Email and chat30 min – 1 h | |
| Write the conclusions and what is recommended | Expert30 min – 1.5 h | Still by hand |
| Build the deck | Slides1 h – 3 h | Still by hand |
The conversation
No example conversation: the Obeyaka web app does it, or it comes later.
Does this happen to your team?
Book a demo and we will show you Elmira doing this task.
More cases of indicators and measurement
- Answer how an indicator is doingEvery question interrupts whatever the analyst was doing.
- Collect indicator dataThe figure arrives late, or never, and the meeting starts without it.
- Flag deviations in timeWhen things get busy nobody checks, and the deviation shows up at the monthly meeting.