Recap of Steps in Estimating Reporting Processes

This week’s episode concludes our multi-week series on estimating reporting processes.

Remember as I opened the series I spoke of a project where one of a dozen critical daily reports was not able to be produced after 4 days of continuous running.  After using my method, not only was the company able to run all the critical daily reports in the required time, they were able to add new functionality such as forecast views running at the same time, giving them greater insights into the future and the implications of reorganizations.

I have made the spreadsheet template, the completed version from this project, and links to chapters in my textbook which describe the process in more detail available on my new website: and specifically at the Report Process Estimation page.

This is Episode 139 of Conversations with Kip, the best financial system vlog there is.

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