Reporting from Advance Windows to AWA Phillip Shriver Marketing Director
What your reports look like now A small portion of your reports are run very often, while others may be run very seldom or...
Questions to ask <ul><li>What is our budget? </li></ul><ul><li>What resources can we use internally? </li></ul>John would ...
Do we have internal resources to do reports or do we need to outsource this part of the project? Can we call someone to he...
What would the end-user prefer; a seamless transition, or updated more user-friendly reporting? This is the COOLEST! WOOHOO!
The Budget <ul><li>Can help provide a timeline </li></ul><ul><li>Can help you decide if you can hire someone internally or...
Internal vs. Outsourcing <ul><li>Internal </li></ul><ul><li>You know your resources and can access them at anytime </li></...
Outsourcing <ul><li>Training will be required for internal resources </li></ul><ul><li>No need to balance current workload...
The End-User Experience <ul><li>It’s important to know what end-users want : </li></ul><ul><li>-We want a seamless transit...
-We want our end-users to be able to manipulate the data to help in better forecasting and measurement.
-We want dash-boarding capabilities for our end-users for a more appealing look as well as better control of what data the...
More Questions to Ask <ul><li>If most of our reports are rarely run, should we consolidate them into single reports or ver...
Can we perhaps modify the most popular reports to include information of reports that are rarely run to eliminate the need...
Even More Questions <ul><li>What reports are duplicating information and can the duplicates be trimmed to eliminate excess...
Can we get away with migrating the most important reports for now and do those of less importance at a later time? I will ...
What reporting software are we using now and should we upgrade?  Which reporting software will best suit our needs?
Contact Information <ul><li>For more information: </li></ul><ul><li>Phone: 888-347-7477 ext 501 </li></ul><ul><li>[email_a...
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Reporting from Advance Windows to AWA

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This presentation addresses some of the issues that organization should consider when planning a report migration from Advance Windows to AWA

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Reporting from Advance Windows to AWA

  1. 1. Reporting from Advance Windows to AWA Phillip Shriver Marketing Director
  2. 2. What your reports look like now A small portion of your reports are run very often, while others may be run very seldom or obsolete all-together.
  3. 3. Questions to ask <ul><li>What is our budget? </li></ul><ul><li>What resources can we use internally? </li></ul>John would be perfect for this project!
  4. 4. Do we have internal resources to do reports or do we need to outsource this part of the project? Can we call someone to help, PLEASE?
  5. 5. What would the end-user prefer; a seamless transition, or updated more user-friendly reporting? This is the COOLEST! WOOHOO!
  6. 6. The Budget <ul><li>Can help provide a timeline </li></ul><ul><li>Can help you decide if you can hire someone internally or if you need to outsource the reporting migration </li></ul><ul><li>In these economic times it might even show that this project might need to be delayed until funding is available </li></ul>WOW! That’s a lot of money!
  7. 7. Internal vs. Outsourcing <ul><li>Internal </li></ul><ul><li>You know your resources and can access them at anytime </li></ul><ul><li>Can be difficult to balance regular workflow with project demands </li></ul><ul><li>No need to setup alternate access for internal resources </li></ul><ul><li>May take dedicated temporary resource to complete project </li></ul><ul><li>Will require training </li></ul>
  8. 8. Outsourcing <ul><li>Training will be required for internal resources </li></ul><ul><li>No need to balance current workload with project demands </li></ul><ul><li>Sometimes requires alternate access and setup for project </li></ul><ul><li>Easier to make timelines because of dedicated resources to the project </li></ul><ul><li>No need to hire temporary internal positions </li></ul>
  9. 9. The End-User Experience <ul><li>It’s important to know what end-users want : </li></ul><ul><li>-We want a seamless transition from Advance </li></ul><ul><li>Windows to AWA. This is the copy and paste </li></ul><ul><li>look of reports from their original versions. </li></ul>
  10. 10. -We want our end-users to be able to manipulate the data to help in better forecasting and measurement.
  11. 11. -We want dash-boarding capabilities for our end-users for a more appealing look as well as better control of what data they see and how they can interact with that data.
  12. 12. More Questions to Ask <ul><li>If most of our reports are rarely run, should we consolidate them into single reports or verify the need for the reports? </li></ul>
  13. 13. Can we perhaps modify the most popular reports to include information of reports that are rarely run to eliminate the need for multiple reports? How many reports?
  14. 14. Even More Questions <ul><li>What reports are duplicating information and can the duplicates be trimmed to eliminate excess work in the project? </li></ul>
  15. 15. Can we get away with migrating the most important reports for now and do those of less importance at a later time? I will get to it later!
  16. 16. What reporting software are we using now and should we upgrade? Which reporting software will best suit our needs?
  17. 17. Contact Information <ul><li>For more information: </li></ul><ul><li>Phone: 888-347-7477 ext 501 </li></ul><ul><li>[email_address] </li></ul><ul><li>www.clearwatertg.com </li></ul>

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