NewRedo transformed our monthly report production saving literally days of work every month.
Alison White
Implementing automated reporting software for the manual spreadsheet compilation process presented a challenge due to the complexity of existing processes, data compatibility and the integration issues. The prevailing infrastructure requirements, staff training and adaptation, cost considerations and the need to ensure security and data privacy was also a concern. Overcoming these challenges in a way that allowed the early delivery of a working solution to collect feedback and reduce risk required thorough planning, collaboration, and a phased approach to implementation. In considering the organisation's specific requirements and goals a team was mobilised and a discovery process completed.
The project team moved to develop an automated reporting software pipeline with extraction, aggregation and publishing stages, enabling regular compilation, improvements in functionality and visualisation of the tables containing the research data. Opportunities to streamline distribution to clients was also possible with this approach. The solution integrated data from multiple sources, performed data cleansing and validation, generated customisable spreadsheets and pivot tables based on client preferences. The solution involved versioning and audit trail plus a feedback loop for continuous improvement. The implementation involved collaboration between the housing research company, developers, and clients, with comprehensive testing, documentation, training, and support throughout to ensure successful adoption.
By automating the process of compiling these complex reports containing housing data, Acuity benefited significantly in several ways. Firstly, the solution saved valuable time and resources by eliminating manual spreadsheet compilation, reducing human errors and streamlining the overall reporting process. Secondly, the automated solution ensured data accuracy and integrity through data cleansing and validation, providing reliable insights to the client and their stakeholders. Thirdly, the customisable nature of the solution allowed clients to receive tailored reports based on their specific preferences and needs, enhancing their user experience and enabling better decision-making. Additionally, the speed of production enabled a better feedback loop supported transparency, accountability and continuous improvement, ensuring Acuity's reporting processes remained efficient and effective over time. Overall, the automated reporting software solution delivered enhanced efficiency, accuracy, customisation, and collaboration, ultimately enabling Acurity to provide more valuable insights to their clients and stakeholders in the social housing sector.
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