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A finance and accounting organization struggled with inefficiencies in their monthly reporting process, which relied heavily on manual workflows. The key issues included:
The organization needed a way to automate reporting, align stakeholders, and deliver the project on time while maintaining clear communication and accountability.
AI Advisory Group stepped in to facilitate collaboration between the finance stakeholders and the data science team, bridging the communication gap and ensuring alignment with business goals. The strategy included:
Problem Translation: Worked with finance stakeholders to clearly define reporting challenges and goals. Translated their business requirements into actionable technical specifications for the data science team.
Facilitation and Accountability:
Project Management:
Stakeholder Engagement: Ensured business stakeholders were involved throughout the process, keeping them informed and aligned on priorities and timelines.
Through effective facilitation and project management, the following outcomes were achieved:
The project delivered measurable improvements, including:
This success story highlights the critical role of facilitation and project management in bridging the gap between business and technical teams. By aligning stakeholders, maintaining accountability, and translating business needs into technical requirements, AI Advisory Group ensured the delivery of an impactful BI reporting solution that automated processes, improved data accuracy, and empowered the finance team to make data-driven decisions.
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