Service business reportingServices · hospitality and food service

Processes

The business workflow.

The steps and rules of the business workflow.

Business processes and rules

Invoicing

  1. Source document

    Retrieve invoice information in PDF format.

  2. Excel tracking

    Reenter the reference, dates, and amount due.

  3. Sending and tracking

    Send to the customer and track payments.

Stated need: a monthly view of invoices processed and paid.

Hotel rates

  1. Approved offer

    Rates and terms approved by sales.

  2. Duplicate entry

    Enter data in the business tool and recreate tracking in Excel.

  3. Analysis

    Send to management accounting; history is difficult to reconstruct.

Stated need: retain price changes to analyze sales.

Shared metrics

  1. Event

    Distinguish bookings, services, invoices, and payments.

  2. Business rule

    Specify the date, amount before / after tax, cancellations, and scope.

  3. Check

    Reconcile the total with its details and source.

Recommended rules for comparing figures with matching definitions.

Recommended target architecture

  1. Business sources

    Bookings, sales, invoices, and files.

  2. Bronze · raw data

    Retain received data and its provenance.

  3. Silver · prepared data

    Check, standardize, and reconcile reference data.

  4. Gold · business data

    Apply definitions for analysis and applications.

Findings and responses

FindingResponseScope
Finding

Duplicate entry and intermediate files

Response

Document sources and transformations before automating.

Scope

Reduce avoidable handling — impact to be measured after implementation.

Finding

Inconsistent definitions

Response

Assign a business rule and an owner to each metric.

Scope

Make comparisons explainable.

Finding

Incomplete history

Response

Plan to retain pricing and reference data history.

Scope

Enable analysis of changes — recommended target.