- Stakeholder interviews to gather business 

  goals and reporting needs

- Audit of current data systems and tools 

- Define use cases, KPIs, and 

  expected deliverables 

- Identify data sources and assess data quality

- Plan architecture for data storage 

  and analytics 

- Define data governance, privacy, and 

  compliance strategy 

- Develop ETL/ELT pipelines to automate data 

  collection and transformation

- Design data models for optimal 

  analytics performance 

- Implement data cleaning, validation, and 

  governance rules

- Conduct exploratory data analysis to identify 

  trends and anomalies 

- Finalize KPIs, metrics, and benchmarks 

  with stakeholders 

- Apply statistical or predictive modeling 

  if required 

- Wireframe dashboard layouts and get 

  stakeholder feedback

- Develop interactive dashboards using tools 

  like Power BI, Tableau, or Looker 

- Configure filters, drill-downs, and 

  visualizations tailored to each user role 

- Validate data accuracy against 

  source systems 

- Conduct QA testing on dashboards for 

  usability and performance 

- Organize User Acceptance Testing (UAT) with 

  business users 

- Deploy solution to production environment 

- Train end users and create documentation

- Provide technical handover to internal IT 

  (if needed) 

- Monitor data pipelines and 

  dashboard performance 

- Optimize performance and add new features 

  as needed 

- Provide ongoing analytics support 

  and enhancements