Chapter 02
The findings
Connect each finding to its consequence, then to a concrete check. The starting point for a shared decision.
Workflow map
Illustrative situation
6 steps- 01Export from each site
- 02Rename columns
- 03Copy into a spreadsheet
- 04Correct discrepancies
- 05Recalculate totals
- 06Share a screenshot
Handoffs scatter the context. This workflow is fictional.
Proposed workflow
4 steps- 01Collect sources
- 02Check the data
- 03Consolidate definitions
- 04Publish a traceable metric
The target workflow is a proposal to test, not a result already achieved.
Findings register
01One metric, several definitionsHigh priority
In this scenario
The scope of activity differs between sites.
Possible consequence
Totals are compared even though they describe different things.
Proposed check
Have users approve a definition and its exclusions.
02Corrections leave no traceHigh priority
In this scenario
Discrepancies are corrected directly in the spreadsheet.
Possible consequence
The figure can no longer be explained from its source.
Proposed check
Rerun a calculation while retaining the source, rule, and correction.
03Invisible data freshnessModerate priority
In this scenario
The dashboard does not show the date of each source.
Possible consequence
An old figure may be interpreted as the current situation.
Proposed check
Test a missing source and display the latest update.