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Reporting & Analytics Checklist
Get free audit on how your data reporting & analytics essentials
Reporting & Analytics Checklist
Select the right responses for your business
Proper tools are being used for data analysis, and are they user-friendly for your team?
Yes
No
What is your current data tech stack?
a) Excel
b) Google Sheets
c) PowerBI
d) Tableau
e) Salesforce
f) Google Analytics
g) SQL
h) Other
Is your current data tech stack aligned with your business needs and goals?
Yes
No
Have you explored emerging technologies in data management and analysis?
Yes
No
Can authorized personnel easily access the data they need?
Yes
No
Is there a simple process for requesting and granting data access?
Yes
No
Are reports and visualizations straightforward, understandable, and actionable?
Yes
No
Do you have a basic data retention policy in place?
Yes
No
Are you staying updated on practical new technologies in data management that suit your SMB needs?
Yes
No
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Sample Response
Copy of Questions and Answers: Question 1: Have you identified and documented all sources of data within your organization? Response: Yes Question 2: Are these data sources aligned with your business objectives? Response: Yes Question 3: Have you established basic access controls to restrict unauthorized access? Response: Yes Question 4: Is there a manageable backup schedule for critical data? Response: No Question 5: Have you tested basic data recovery procedures? Response: Yes Question 6: Do you have a straightforward data governance framework? Response: Yes Question 7: Are roles and responsibilities for data management clearly defined within your team? Response: Yes Question 8: Is there a simplified process to manage data consistency across different systems? Response: No Score Based on Responses: Total "Yes" Responses: 6 Total Questions: 8 Percentage Score: 75% Data Consultation Based on Responses: Based on your responses, it appears that your organization has made significant progress in data governance and management. However, there are areas such as establishing a manageable backup schedule and simplifying data consistency management that could benefit from improvement. It's essential to address these aspects to enhance your data management practices further. Recommendation: We recommend considering a professional free data audit from Ark Analytics to get a comprehensive assessment of your data management practices. This audit can provide valuable insights and recommendations tailored to your organization's specific needs. Contact Information: You can contact Ark Analytics at Audit@arkanalytics.com.au for more information and to schedule your free data audit. Please let us know if you need further assistance or have any additional questions.
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Data Governance Checklist
AI & Improvement Checklist