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Stop rebuilding the weekly report by hand

If someone spends each reporting cycle collecting updates, copying figures and checking which version is right, the preparation deserves attention.

Propel scopes and builds reporting workflows that bring agreed information into a draft, flag gaps and leave a person in control of the final report.

Discuss your reporting processRead the worked example

Without Propel

Find the latest update

Which version?

Rebuild the report

With Propel

  1. Gather agreed inputs
  2. Flag missing updates
  3. Review the draft

Which part takes the time?

The report is waiting
An email update
A changed spreadsheet
A late correction

It may be collecting the inputs rather than writing the report. One person emails an update. Another changes a spreadsheet. A late correction arrives after the draft is finished.

We trace that process before proposing automation. The useful change may be a better way to capture updates, a connection between systems or a checked draft assembled from existing sources.

A reporting workflow worth specifying

  1. Agreed sources

    Decide which records the report can use, who owns them and what counts as the current update.

  2. A draft with references

    Bring the relevant information together and show where the reported facts came from.

  3. Visible gaps and conflicts

    Flag an overdue update, missing field or contradictory status. The system should not invent an answer to make the report look complete.

  4. Human review

    Give the responsible person a way to check the draft and resolve exceptions before it is shared.

What we need to check

One reporting process
Sources & accessReport ownerWho can see what

We will ask how often you report, who prepares it and who relies on it. A sanitised example helps us understand the structure and the decisions it supports.

We also need to check system access, source consistency and any information that must not reach the report's audience.

You do not need to send confidential data before the introductory call.

Measure the whole reporting job

  1. Prepare
  2. Review
  3. Correct

A faster first draft is useful only if it does not create more checking work elsewhere.

We agree a baseline for preparation and review effort, then compare the delivered workflow with that baseline. We also look at incomplete updates and corrections. Business benefit depends on actual use, data quality and what your team does with the time released.

Keep the first scope manageable

One recurring report
Named inputsAgreed reviewWider work scoped separately

Start with one recurring report, named inputs and an agreed review process. Historical data cleanup, a new company-wide reporting platform or additional workflows require separate scoping.

Walk us through the last report

Tell us where it started, who chased the information and what held it up. That gives us something concrete to assess.

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