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ECS Reporting Solutions

Quick Start Business Intelligence PM Packages

Quick Start BI PM Packages

Each Quick Start package includes structured deliverables, ECS-branded templates, and a tailored roadmap to help your team move forward with confidence—without waiting on a long project

🌟 Flagship Packages

1. Dashboard Readiness Quick Start

For who need to build trust in their dashboards and reporting.

Deliverables

  • Assessment of existing dashboards (accuracy, adoption, and usability)
  • Dashboard Validation Checklist (ECS-branded)
  • UAT workspace setup for testing dashboards and reports
  • Identification of high-priority fixes for immediate win
  • Quick-win recommendations to boost user adoption
  • BI Champion coaching session (empowering internal leads)

Outcomes

✔ Clear picture of what works, what doesn’t, and where to fix first

✔ Increased confidence in reporting accuracy

✔ A short-term roadmap that prevents “analysis paralysis”

✔ Your team feels supported, not overwhelmed

2. Budget Variance Quick Start

For Finance leaders needing fast clarity on performance vs. budget.

Deliverables

  • Review of delivered Finance dashboards for accuracy & relevance
  • Setup of key Finance KPIs: budget vs. actual, variance %, trend reports
  • Pre-configured reporting workspace for Finance users
  • Financial validation guide (P&L, Balance Sheet, Trial Balance tie-outs)
  • Quick-start Financial Report Catalog (with ECS templates)
  • Finance BI Champion coaching session to enable internal follow-up

Outcomes

✔ Trusted financial dashboards aligned to source reports

✔ Ready-to-use variance analysis tools for leadership

✔ Faster visibility into risks and overruns

✔ Finance team empowered to extend and maintain report

3. Workforce Risk & Retention Quick Start

For HR leaders needing early-warning visibility into turnover and workforce health.

Deliverables

  • Review of delivered HCM dashboards for turnover and retention reporting
  • Workforce risk workspace setup with filters by role, department, and location
  • Prescriptive starter dashboards highlighting at-risk groups
  • HR data validation guide to ensure clean workforce reporting
  • Quick-start HR Dashboard Catalog (retention, turnover trends, headcount analysis)
  • HR BI Champion coaching session to support long-term ownership

Outcomes

✔ Early visibility into workforce risk and retention challenges

✔ Trusted HR dashboards for leadership conversations

✔ Quick wins with prescriptive analytics foundations

✔ HR team enabled to monitor and expand reporting on their own

📦 Additional Quick Start Options

Not every team starts from the same place. ECS also offers targeted packages to address common reporting challenges across Finance, Supply Chain, and HR.

Accounts Payable (AP) Backlog Quick Start
  • AP backlog dashboard review and cleanup
  • Vendor performance metrics setup (aging, overdue items, cycle times)
  • AP reporting workspace tailored for Finance Ops
  • Quick action guide for reducing backlog visibility issues

Outcome: Clearer visibility into vendor payments and AP bottlenecks.

Vendor Spend & Procurement Visibility Quick Start
  • Spend analysis dashboard setup (vendor, category, region)
  • Procurement KPIs configured (PO cycle time, spend under management)
  • Supplier risk/contract compliance review
  • Workspace for procurement team collaboration

Outcome: Better vendor insights and procurement cost control.

Project Performance Quick Start

  • Review of delivered project dashboards (budget, timelines, resources)
  • KPIs configured for earned value, cost variance, resource utilization
  • Project reporting workspace setup for PMs
  • ECS project report catalog with validation links

Outcome: Reliable project dashboards for leadership review and team management.

Beyond Quick Starts: BI PM Services

Quick Starts get you up and running fast, but BI success doesn’t stop there. Our BI PM services ensure your reporting environment is stable, secure, and ready to evolve with your business.

Keep-the-Lights-On Tasks

  • CU testing and validation with every Infor update.
  • Upgrade planning to minimize risk and downtime.
  • Access and security reviews to keep reporting compliant and safe.

Executive Dashboards

  • Workforce risk & retention insights.
  • Prescriptive finance dashboards (budget variance, forecasting).
  • Supply chain visibility and risk monitoring.

By combining operational oversight with strategic dashboard delivery, ECS ensures BI works today and grows for tomorrow.

🛠 How Quick Start Packages Work

  1. Discovery Call – We clarify your goals and reporting priorities.
  2. Workspace Setup – ECS configures a tailored reporting workspace.
  3. Dashboard Validation – We validate dashboards against trusted data.
  4. Coaching Handoff – Your BI champions are enabled with guides, catalogs, and templates.

Timeline: Most Quick Start packages deliver in 4 weeks or less.

🎯 Next Steps

Ready to give your team fast clarity in BI?

  • Start with one of our flagship packages
  • Or choose a specialized package that matches your top reporting challenge