Challenge
A global leader in manufacturing faced a critical challenge: their internal reporting and data management processes were siloed and inefficient. As a result, key stakeholders across departments struggled to access consistent, reliable data to inform their decisions. The organization’s existing master data management (MDM) system was underutilized, and reporting workflows lacked clarity, alignment, and actionable insights.
The organization needed a structured approach to streamline reporting processes, improve data governance, and align internal stakeholders around a shared understanding of key performance metrics.
Solution
G2M Insights collaborated with the client to design and implement a persona-based reporting and MDM framework tailored to their internal stakeholders. This initiative focused on empowering stakeholders with better access to meaningful data and improving reporting efficiency. Key steps included:
- Persona Development for Stakeholders: G2M Insights worked closely with the client’s teams to define key stakeholder personas. These personas represented internal users of the reporting and MDM systems, categorized by their roles, responsibilities, data needs, and reporting challenges.
- Streamlined Reporting Framework: Based on the personas, G2M Insights developed a reporting framework that prioritized the unique needs of each stakeholder group. The framework included recommendations for report standardization, data visualization enhancements, and process optimizations.
- Enhanced Master Data Management: G2M Insights provided guidance on improving the client’s MDM system to ensure data consistency and integrity across departments. This involved identifying key data sources, eliminating redundancies, and establishing governance protocols.
- Training and Enablement: To ensure long-term success, G2M Insights conducted training sessions with internal teams. These sessions focused on utilizing the new reporting tools and processes effectively and aligning on data governance best practices.
Key Outcomes
The persona-driven approach delivered tangible benefits for the client, including:
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- Improved Data Accessibility: Internal stakeholders gained easier access to reliable, consistent data tailored to their roles, enabling more informed decision-making.
- Optimized Reporting Processes: The newly developed reporting framework reduced inefficiencies and enhanced the clarity and relevance of reports.
- Stronger Data Governance: The enhanced MDM system ensured greater data consistency and reliability, fostering trust among stakeholders.
- Stakeholder Alignment: The persona-based approach brought clarity to the roles and expectations of different stakeholder groups, improving collaboration and alignment.
Conclusion
This project highlighted the value of a persona-driven approach to internal reporting and data management. By focusing on the unique needs of internal stakeholders, the client achieved greater efficiency, improved decision-making, and stronger alignment across the organization.
G2M Insights continues to partner with companies to optimize their internal processes and deliver actionable insights through tailored data management solutions.