From recurring data to a reviewable report
Bring source data, a consistent format and human review into one reporting workflow.
Bring the inputs together
Recurring reports depend on information arriving from different sources. The original OLA story describes a workflow that gathers connected data and prepares a structured draft around a recurring reporting task.
Keep a consistent structure
A defined report format gives the workflow a clear destination. The task is to bring relevant information into that structure, surface the points that need attention and connect the draft to its source material.
Leave room for judgment
A generated draft is a starting point for review. People interpret the information, check the supporting references and decide what is ready to share. The output should help the reviewer spend more time on meaning and less on assembling the document.
Fit the operating environment
Sources, schedules, permissions and review steps depend on the organization. Deployment is phased around the systems and security requirements involved; completion times are not universal.