Operations example
Long Lever Group
Operations platform and monthly reporting
How site audits, staff records, issues and client reporting were joined into one place, so the monthly client report stopped being a manual job.
- Work type
- Read-only reporting layer
- Built for
- Owner and operations director
- Time to first report
- One reporting cycle
- Document
- Example brief
3 days → minutes
Monthly reports
Assembled from one set of figures
1 definition
Per measure
Agreed before anything was built
Read-only
Connections
Nothing written back to your systems
The problem
Site audits, staff records, issues and client reporting all lived in different places. The monthly client reports were thorough, but pulling them together from spreadsheets and photographs took days.
Worse than the time it took, the numbers rarely matched. A site could look fine in the audit trail and poor in the client report, depending on who assembled it and when.
What we did
We mapped what the client actually wanted evidenced, then agreed one definition for each measure before building anything.
Audit, staffing and issue records were joined read-only, so nothing could be changed in the source systems. The client report, the internal review and the renewal conversation were all produced from that single set of figures.
What was put in place
- Agreed what the client wanted evidenced, not what was easy to report
- One agreed definition per measure, written down
- Read-only connections to existing systems
- Same figures used for internal reviews and renewals
The result
Monthly client reports produced in minutes rather than days, with the same numbers available for internal reviews and renewals.
Because the source was agreed first, the report became the easy part. It also made conversations about performance shorter, since both sides were reading the same page.
About this example
Real work, Long Lever name
Your version
Your name, your logo, your colours
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Long Lever Partnerships · example document. Organisation names in this document are fictitious and used to illustrate real work; no client, supplier or individual is identified. Everything shown can carry your own name, logo and colours.