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How the work happens

A clear process for BI reporting cleanup.

Borrowed BI starts by understanding the business problem, then works backward into the data, systems, definitions, dashboards, and workflows that need to change.

Start with a Reporting Reality Check Ask a question
Process principles

Simple, practical, and scoped.

Data work gets expensive when the scope is vague. The Borrowed BI process keeps the work grounded in clear outcomes, visible priorities, and useful deliverables.

Clear scope

Start with the business question, not a vague request for “better reporting.”

Visible flow

Map the systems, exports, spreadsheets, and manual steps behind the number.

Trust the output

Find mismatched definitions, logic gaps, and the reasons people question reports.

Move to action

Prioritize what to clean up, what to automate, and what to build next.

Documented handoff

Leave the team with notes, refresh instructions, and a cleaner path forward.

Step by step

From reporting pain to a practical fix.

The process is structured enough to keep the work focused, but flexible enough to match the reporting problem you actually have.

01
Discovery

Clarify the business question.

The work starts with the reporting decision, audience, deadline, and pain point.

  • Who uses it and what decision does it support?
  • What breaks when the number is late, wrong, or unclear?
02
Mapping

Map the current reporting flow.

Borrowed BI maps the systems, spreadsheets, exports, dashboards, manual steps, and owners behind the process.

  • Where does the data come from?
  • What is copied, cleaned, edited, or refreshed manually?
03
Validation

Find the trust gaps.

This step identifies mismatched metrics, unclear definitions, data quality risks, duplicated logic, and hidden manual fixes.

  • Which numbers do people question?
  • Where are calculations, definitions, or fixes undocumented?
04
Prioritization

Prioritize what to fix first.

Not every data problem deserves immediate work. Borrowed BI separates quick wins from bigger structural fixes.

  • What can be cleaned up quickly?
  • What needs a better model, dashboard, automation, or workflow?
05
Delivery

Build, document, and hand off.

Implementation focuses on making the reporting process easier to run and easier to trust.

  • Cleaned dashboard, report, workflow, or automation
  • Metric notes, refresh instructions, and handoff recommendations
Related BI support

See the services this process supports.

This process looks a little different depending on the service. Here’s where it leads.

BI reporting audit as a first step Start with a focused review when the reporting problem is not fully clear yet. Dashboard rescue process Use the cleanup process to repair or rebuild dashboards that are hard to trust. Reporting automation process Map recurring reporting steps and replace the fragile manual pieces first. Ongoing fractional BI support Continue improving reporting after the first project with senior BI help over time.

Start small. Fix the right thing first.

A focused first engagement can show exactly where reporting is breaking and what to do next.

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