Who this service is for
- Finance teams rebuilding reports in spreadsheets
- Executives lacking trusted dashboards
- Companies connecting ERP to BI tools
Service
Reporting and Analytics
Make ERP reporting reliable enough for month-end, board reporting, and operational decisions.
Problems addressed
- Reports disagree
- KPIs are undefined
- Data ownership is unclear
- Dashboards are not reconciled
- Manual report packages take too long
Warning signs
- Different teams present different numbers
- Board reporting depends on manual manipulation
- Source-of-truth rules are missing
Questions Maitero answers
- Which reports matter most?
- Where should each metric come from?
- How should dashboards reconcile?
- What should be automated?
Scope and methodology
What Maitero performs during the engagement.
Scope of work
The main workstreams in this engagement.
- Report inventory
- Metric definition
- Data source review
- Dashboard requirements
- Reconciliation and controls
- Analytics roadmap
Activities performed
Practical activities used to create evidence and decisions.
- Report workshops
- KPI mapping
- Data lineage review
- Dashboard wireframes
- Reconciliation rules
Systems reviewed
Systems and process artifacts commonly reviewed.
- ERP
- CRM
- billing
- data warehouse
- Power BI
- Tableau
- Looker
- Excel
- Google Sheets
Documents required
Typical inputs requested from the client team.
- Current reports
- metric definitions
- data exports
- dashboard examples
- reconciliation files
Stakeholders involved
People usually needed for the work.
- Finance
- executives
- operations
- sales operations
- data team
- IT
Maitero responsibilities
Structure the work, identify risks, document findings, facilitate decisions, and produce usable deliverables.
- Facilitate workshops
- Review artifacts
- Maintain issue and decision clarity
- Prepare executive readouts
Deliverables and outcomes
What the client receives.
Deliverables
Tangible outputs from the engagement.
- Report inventory
- KPI definition workbook
- Dashboard requirements
- Reconciliation model
- Reporting roadmap
Sample deliverable
A reporting requirements pack that connects each KPI to owner, source system, calculation rule, refresh timing, control, and dashboard audience.
View sample deliverablesExpected outcomes
The business results this work is designed to support.
- Trusted metrics
- Faster reporting cycles
- Cleaner dashboard requirements
- Reduced spreadsheet dependency
Risks addressed
Common risks this service reduces.
- Automating bad definitions
- Dashboarding unreconciled data
- Ignoring close controls
What is not included
Clear boundaries keep the scope useful and controlled.
- BI platform licensing
- Full data warehouse build unless scoped
Optional services
Common next scopes that pair with this work.
- NetSuite reporting
- Power BI roadmap
- Data warehouse integration review
Related pathways
Connect this service to the rest of the Maitero system.
Related processes
Business processes connected to this service.
- Record to Report
- Order to Cash
- Revenue Recognition
Relevant platforms
Platforms and connected systems commonly reviewed.
- Oracle NetSuite
- Power BI
- Tableau
- Looker
- Snowflake
Relevant industries
Industry contexts where this service is commonly useful.
- Software and SaaS
- Professional Services
- Manufacturing
Related resource
Use the Sample reporting deliverables to prepare for this work.
Sample reporting deliverablesFAQs
Common questions about Reporting and Analytics.
How does Maitero scope this service?
The first conversation clarifies project stage, systems involved, stakeholders, timing, and the deliverables needed for reporting and analytics.
What does the client need to provide?
Maitero usually needs access to process owners, current reports, system documentation, issue lists, project artifacts, and relevant data or integration inventories.
Next step
Your ERP project does not need more uncertainty.
Tell Maitero where the project stands and receive guidance on the most practical next step.