Client Reporting and Analytics Process Playbook

This detailed playbook provides project managers, data analysts, and client relationship managers with a structured framework for managing client reporting and analytics. It includes:
– Step-by-Step Process Flow: Outlines essential subprocesses such as Report Preparation, Performance Monitoring, and Analytics and Insights, with clear actions, decision points, and feedback mechanisms to ensure the timely and accurate delivery of client reports, along with actionable insights for portfolio management.
– RACI Framework: Clearly defines roles and responsibilities for each task in the client reporting and analytics process, ensuring that project managers, data analysts, and client relationship managers are accountable and engaged at every stage, promoting a transparent and collaborative approach to data-driven client service.