The organization currently relies on ad-hoc spreadsheets for reporting, resulting in manual work, inconsistent metrics, and low trust in data. The goal is to transition stakeholders to reliable BI dashboards with clear metrics, governance, and sustainable workflows. The workflow prioritizes empathy for existing processes while guiding the shift to structured, scalable reporting.

Non-technical stakeholders often struggle to understand where a critical KPI originates, how it is calculated, and what its limitations are. This workflow produces a clear, friendly, and accessible KPI lineage explanation. It converts technical inputs into a narrative, a source/transform table, an FAQ, and ownership details—all while avoiding proprietary names and keeping the explanation concise.