1. Reporting diagnostic
Clarify the audience, decisions, recurring questions, current reporting burden, source systems, risks, and what a useful first release must prove.
2. Source and metric contract
Map source truth and reconcile a small accepted KPI set. Definitions include the grain, numerator, denominator, filters, exclusions, owner, freshness, and validation.
3. Hub design and build
Design the decision experience, reporting model, refresh workflow, exceptions, access, evidence, and handoff. Technology is selected for fit, portability, security, and ownership.
4. Validation and release
Test freshness, schema, counts, keys, nulls, reconciliations, accessibility, failure paths, rollback, and output consistency before release.
5. Operating cadence
Define who reviews what, when, which thresholds cause action, and how outcomes and corrections become the next improvement cycle.
6. Governed AI where it earns a role
Use AI for bounded classification, drafting, retrieval, explanation, and prioritization. Keep calculations, permissions, approvals, and consequential execution deterministic or human-owned.