Proposal — Executive Review

Operational Workflow Analysis & High-Value Reporting Strategy

A systematic, high-level analysis of current business workflows designed to identify, build, and deliver a comprehensive suite of advanced reports — revealing the how, when, where, and why behind every process.

360°
View across every business line
4
Advanced analytical frameworks
1
Single source of truth
Objective

Turning everyday operations into a durable competitive advantage

We will conduct a rigorous analysis of current business workflows to design and deliver a suite of advanced reports. These insights provide a deeper understanding of our processes — ultimately driving greater value, optimizing operations, and uncovering new revenue opportunities for MTP Business.

How

Understand how resources are utilized across every workflow.

When

Pinpoint when peak demands and critical moments occur.

Where

Locate where inefficiencies and bottlenecks live.

Why

Explain why specific process outcomes happen.

Methodology

A rigorous, future-proof toolkit

We combine modern data engineering with advanced analytical frameworks to ensure the assessment is accurate, scalable, and built to last.

01

AI-Driven Process Mining

Celonis · UiPath

Automated discovery tools extract digital footprints from our current applications, creating a living, unbiased map of actual workflows that instantly surfaces hidden bottlenecks and non-compliant variations.

02

Machine Learning Analytics

Predictive · Prescriptive

Moving beyond backward-looking history, we design reporting frameworks that forecast revenue trends, predict customer churn, and prescribe optimal resource allocation.

03

Automated Data Pipelines

dbt · Fivetran · Snowflake

A modern data stack breaks down information silos, ensuring real-time, cross-functional integration and delivering a single source of truth across all MTP business units.

04

Natural Language Reporting

Power BI · Tableau

Generative AI layers let stakeholders query reports conversationally — asking questions like “Why did revenue dip in Q2 for this region?” and getting instant answers.

Report Catalog

20 reports, broken into shippable deliverables

The reporting strategy decomposes into ~142 single, trackable outputs — organized by tier, sequenced across four phases, with foundation work and quick wins mapped for sprint planning.

Reports
20
Foundation deliverables
8
Quick wins
5
Single deliverables
~142

Tier 1Executive & Revenue

4 reports

Flagship financial visibility across every business line.

Tier 2Operational Efficiency

4 reports

Daily operational readiness and system reliability.

Tier 3Customer & Quality Intelligence

4 reports

Lifetime value, satisfaction, churn, and data integrity.

Tier 4Advanced / Future

8 reports

ML forecasting, process mining, and conversational BI.

Expected Deliverables & Value

What the executive team will gain

Three compounding outcomes that turn raw operational and financial data into decisions leadership can act on with confidence.

Granular Visibility

Detailed operational data clarifying how resources are utilized, when peak demands occur, where inefficiencies exist, and why specific process outcomes happen.

  • How
  • When
  • Where
  • Why

Comprehensive Financial Insights

A 360-degree view of all business lines, enabling precise revenue attribution, cost reduction, and leakage detection.

  • Revenue attribution
  • Cost reduction
  • Leakage detection

Data-Driven Decision Making

A finalized, prioritized catalog of automated, high-value reports designed to scale seamlessly alongside MTP Business.

  • Automated
  • Prioritized
  • Scalable