product
Solar reporting and automation assessment
Start from recurring decisions, then map the source records, definitions, freshness, rules, notifications, and review ownership they require.
01
Design reporting around decisions, not dashboard volume
A dashboard or rule is useful only when its source, definition, owner, timing, and exception path are explicit.
- Decision and audience
- Measure and source
- Freshness and threshold
- Action and review
02
Records and decisions to map
The assessment starts by naming the records, owners, approvals, and recurring decisions that make this operating area work.
- Metric definitions
- Source records and timestamps
- Rules and notifications
- Exceptions and acknowledgement
03
Configuration and system boundaries
Configuration scopeThese areas are evaluated as configuration or integration scope. Exact behavior is confirmed before implementation.
- External data sources
- API and authentication
- Automation permissions
- Monitoring and failure recovery
04
Questions for the workflow assessment
Use these questions to expose hidden ownership, exception, and data requirements before the rollout is scoped.
- What decision repeats?
- Which source is authoritative?
- How fresh must the answer be?
- Who owns a failed automation?
Review record
Sources and related pages
Next step
Map this workflow against the way your team works today.
Bring your current systems, records, owners, approvals, and exceptions. The assessment will identify what needs configuration, validation, or a staged handoff.