Who am I?

I’m Steph Locke

• BI & R fan
• Principal Consultant at Mango
• Speaker and user group leader
• @SteffLocke
• github.com/stephlocke

What’s a board pack?

• A collection of key metrics from around the business
• An account of performance from department heads
• A high visibility piece of MI
• A very time consuming document to produce!
• A very expensive document to produce!

What’s a board pack like?

• A research update
• Other pieces of MI
• Business Plans
• Annual Returns
• Other documents with multiple diagrams and associated text

How is it typically done?

• Lots of people across the company beavering away in spreadsheets
• Outputting to Word (hopefully not Excel)
• Lots of stuff gets emailed
• Lots of stuff gets typed, then emailed
• Someone painstakingly consolidates all the sheets / docs into a PDF
• Lots of people criticise / feedback
• Repeat all of above, eventually just publish anyway

What’s would we like to achieve?

• Reduction in sending work back upstream
• Reduction in executive time to produce
• Standardisation of look and feel
• Reduction in spreadsheets

Translating aim to reality