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    Reporting strategies

    If your reporting is to communicate properly (is there any other reason to do it?) it demands a well defined strategy.

    When your Siebel site or contact centre has a strong management structure with no reporting line of command outside other than through the overall manager then life is relatively simple.

    But in the real world there will be multiple reporting threads: the product managers, the marketing and campaign managers, the field sales managers, the channel managers, the quality managers and many others from all over your organisation will be grasping for performance data. If nothing is done they will set up casual links with call centre team leaders and get spreadsheets every day. They will each have their own definitions of what constitutes a "success" or "failure". The team leaders will work from their speadsheets rather than what Siebel tells them.

    Just as the centralised Siebel configuration teams may not be able to meet your requirements for timely configuration changes so might your on site reporting team be unable to to respond quickly enough to changing reporting requirements.

    With all these pressures the need is to define and agree a strategy for reporting.

    A strategy is the art of a general: the laying out of objectives: what is to be achieved.

    The main points to cover are:

    levels of service to the business
    consistency standards
    how and when (under what circumstances) to devolve report generation, definition and running down to the business users
    report authorisation and development prioritisation
    arbitration procedures for handling disputes - i.e. how to determine who has the last word on the number!
    communication to everyone involved and affected
    definition of the "shape" of the metrics
    levels: strategic, tactical, operational
    mode: drivers versus dependent
    type: source versus derived
    purpose of reporting
    target audiences - up, down, across, off-site, on-site
    business user involvement in the reporting processes (mandatory and optional)

     


    Footnote

    Well, yes there can appear to be reasons to  seemingly not communicate properly! Many readers will be aware of times when they would rather a particular set of numbers did not have to be released. Back

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    Last updated 10/01/2007 Copyright © 2001-2007 WRC Solutions