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.

Teams across the organization rely on inconsistent metric definitions, causing confusion, duplicated work, and conflicting dashboards. The goal is to standardize disputed metrics into a single, trusted glossary with clear SQL definitions, filters, grain, and known caveats. The workflow must also define canonical dimensions, governance rules, and a stakeholder announcement to drive alignment.

The goal is to convert complex, role-based data access policies into a clear and plain‑English summary for internal stakeholders. The workflow must turn role descriptions, dataset categories, access rationales, and request/approval processes into an aligned, easy-to-understand policy overview. Outputs should avoid sensitive dataset names, use placeholders, and maintain a clear, responsible tone without legalistic language.