Operational Work Management with Data & Management Reporting : Utilizing Power BI Reporting and Visualization
Altdorf, Annika (2024)
2024
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Julkaisun pysyvä osoite on
https://urn.fi/URN:NBN:fi:amk-2024052415504
https://urn.fi/URN:NBN:fi:amk-2024052415504
Tiivistelmä
This thesis focuses on improving the case company’s operational work management and informed decision making by using interactive reports and data visualization. The existing reporting is limited due to accessibility of the data in the source systems and the manual work required for report building and thus restraining the business analysis and efficient management. The objective of the thesis is to develop a plan for up-to-date Power BI data analytics and reporting tool for operational work management and management reporting.
The thesis was conducted as using Applied action research approach and used qualitative methods for the data collection. The data was collected by investigating internal documentation, interviews and cocreation workshops with the key stakeholders. The key stakeholders were interviewed to reveal the strengths and weaknesses of the current reporting practices and technical readiness for purposeful use of data. Based on the findings from the current state analysis, the data-driven performance management and modern reporting practices were chosen as the focus areas for the existing knowledge and best practices review. The inputs from the key stakeholders and the best practices from the literature supported the proposal building and cocreation of the final proposal.
The outcome of the thesis is a proposal for documentation of the three levels reporting focus to be implemented in Power BI. The documentation includes purposes of each reporting focus, the report pages, detailed documentation of each visualization on the report page and supportive information. The documentation acts as a definition documentation for the data team’s implementation work and the supportive documentation for the users of the Power BI analytics and reporting tool. The validated implementation was handed to the data team and included to this year’s backlog. The implemented outcome of modernized reporting and visualized data provides the case company the opportunity to capture the meaning from data by seeing the trends and patterns, gaining the insights, take actions and make decisions based on timely and accurate data to improve business operations and operational work management.
The thesis was conducted as using Applied action research approach and used qualitative methods for the data collection. The data was collected by investigating internal documentation, interviews and cocreation workshops with the key stakeholders. The key stakeholders were interviewed to reveal the strengths and weaknesses of the current reporting practices and technical readiness for purposeful use of data. Based on the findings from the current state analysis, the data-driven performance management and modern reporting practices were chosen as the focus areas for the existing knowledge and best practices review. The inputs from the key stakeholders and the best practices from the literature supported the proposal building and cocreation of the final proposal.
The outcome of the thesis is a proposal for documentation of the three levels reporting focus to be implemented in Power BI. The documentation includes purposes of each reporting focus, the report pages, detailed documentation of each visualization on the report page and supportive information. The documentation acts as a definition documentation for the data team’s implementation work and the supportive documentation for the users of the Power BI analytics and reporting tool. The validated implementation was handed to the data team and included to this year’s backlog. The implemented outcome of modernized reporting and visualized data provides the case company the opportunity to capture the meaning from data by seeing the trends and patterns, gaining the insights, take actions and make decisions based on timely and accurate data to improve business operations and operational work management.