Free reporting health check

Find what’s making reporting harder than it should be and what to do about it.

Already have reporting tools, but still spend too much time pulling numbers together, changing reports, or explaining the results?

Start with the reporting workflow you’d most like to improve. We’ll work with your team to understand the challenges and develop prioritized recommendations.

Discovery → Assessment → Roadmap

Discovery

We’ll send a materials checklist covering sample reports, your tools, manual steps, and reporting challenges. After reviewing your materials, we’ll meet with your team for a 90–120 minute discovery session to understand your process, challenges, and goals.

Assessment

We then review your materials and what we learned in discovery to identify what’s working, what’s creating extra effort, and where improvements are possible.

Roadmap

We present prioritized recommendations and discuss what to tackle first, where your existing tools may be enough, and where a different approach may help.

Who should attend?

Include someone who uses the reports and someone who builds or maintains them. A business owner who can explain your priorities is also helpful. Bring an IT or ERP specialist if technical dependencies are part of the challenge.

One person may cover several roles. You don’t need a large group.

How to prepare

Request the health check first; we’ll send the checklist before discovery. Redacted examples are welcome. If an item isn’t available, let us know and we’ll discuss how best to review the workflow.

If Cetova looks relevant, we can follow up with a demo focused on your reporting problem. There’s no obligation to buy.