First, give conclusions that can be used for decision-making
The goal of the information preparation is to make the team understand where the data comes from, how they change, how they are calculated, where errors may occur and by whom. The enterprise should provide normal and unusual documents, fields and business explanations, matching relationships, manual judgement rules, outcome approvals, and upstream/downstream system conditions.
What conditions need to be identified before judgement is made?
The same question may have different answers under different business, data and project phases. It is suggested that the following conditions be checked and that the common findings on the web be incorporated into their own projects.
Suggested order of advance
First, we'll be clear about the target and the border.
Collection of recent real documents and at least three types of unusual samples.
Validation Key Dependence
Marks field sources, formulae, primary accountability systems and expected output.
Development of assessable outcomes
Record manual processing steps, time-consuming and common errors.
Make sure you decide the next step with the real results.
Establish a fixed sample, reconciliation rules and acceptance officer.
How do you understand it in the actual business?
If the “client name” is not consistent in the various departmental sales forms, the main data problem cannot be detected by providing a standard template. The historical aliases, client code and manual matching results should be prepared together, deciding whether to manage the master data or create maps in an automated manner.
The easiest pit to step on.
Final statements only, no raw data
The formula calibration depends on the memory of a certain employee.
Ignore empty values duplicated and inter-period adjustments
How should we end up receiving and confirming?
Project information should be sufficient to reproduce current manual results and to identify acceptable errors, manual exceptions, reconciliations and data privileges.
When preparing to communicate with suppliers or internal teams, it is recommended that current processes, representative samples, existing systems, planning time and budget levels be brought. First, the unknown items are clearly marked, and then the decision is made to use diagnostics, PoC, fixed-range projects or ongoing research and development, which is usually more reliable than a direct demand for a price and duration without borders.