Free Reporting Assessment - Is it Future-Proof?
A one-day assessment that documents and reviews your reporting workflow, and shows how future‑proof it is for automation, Artificial Intelligence (AI) and modern Business Intelligence (BI) tools.
Get a clear, friendly review of your reporting, including simple documentation of your current workflow, tools and how well it supports automation, AI‑driven insights, and tools like Microsoft Power BI, Tableau, Oracle Apex and others. This assessment gives you clarity on where you stand today and how to future‑proof your reporting for the years ahead.
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What you will receive?
🗂️ Documentation and review of your current reporting workflow
A simple, structured overview of how your reporting works today. Clear steps, data sources, manual tasks, and workflow bottlenecks, all documented.
📊 Automation and AI readiness insights
A practical view of how well your reporting can support automation, AI assisted analysis, and modern reporting practices.
🔍 BI tool opportunities
Guidance on where tools like Power BI, Tableau, Oracle Apex, Qlik or Looker could strengthen your reporting
🎯 Practical next‑step recommendations
Clear, actionable suggestions to help you future‑proof your reporting over the next 3–6 months.
How it works?
📞 Step 1: Intro call (30 minutes)
A short conversation to understand your reporting context, goals, and challenges.
🔍Step 2: Deep‑dive sessions (4–5 hours)
Few focused sessions with the people who actually produce and use the reports.
We walk through your workflow, tools, data sources, and reporting pack.
📊 Step 3: Your assessment + presentation
You receive your 6 -7 page assessment, including documentation, insights, and recommendations.
We then walk you through the findings in a short presentation
Why this assessment is free?
This assessment is free because it gives both sides something valuable.
You get a clear, structured view of your reporting and how ready it is for automation, AI and modern BI tools. We get the opportunity to introduce ourselves and give you a sense of how we work.
Most organisations don’t have their reporting well documented, and many aren’t sure how future‑ready their processes are. This one‑day assessment gives you clarity without any commitment, and it lets us demonstrate our approach in a practical, low‑pressure way
Ready to Transform Your Reporting? Book your free assessment
By submitting this form, you agree to the Privacy Policy and consent to being contacted.
FAQs
Why now?
Technology is moving quickly. Keeping up with AI and new reporting tools is no longer optional, it’s essential. Staying ahead of manual processes isn’t just about efficiency, it’s about staying competitive and using your data to its full potential.
Is the assessment remote or face to face?
Either works. Most assessments are done remotely, but we can arrange an in‑person session if that’s preferred.
Do we need to prepare anything?
No preparation needed. We just need to speak with the people who create the reports and the people who rely on them.
Who should join the deep‑dive session?
The people who actually create the reports and the people who rely on them for decisions.
How long is the final report?
Typically 6 -7 pages, including documentation, insights, and practical recommendations.
What if our reporting is already strong?
Great - the assessment will validate your strengths and highlight any opportunities to future‑proof further.
Do you recommend specific tools?
We stay tool‑agnostic. We highlight opportunities across Power BI, Tableau, Oracle Apex, Qlik, Looker and others.
How do you handle confidentiality?
All information you share is treated as confidential. WizAct Solutions is registered with the ICO (ZC024579), and we follow the required data protection standards.