Use Case: Getting to the Root of the Problem

When the figures in reports don’t match up, it’s up to BI to figure out what went wrong. When it comes to how many deals were closed in a quarter, wrong figures can be costly – and finding the error is extremely time consuming. Find out how automation can find the root of the error in seconds.

Octopai’s Business Manager Discusses How to Find the Source of a Reporting Error in Seconds with Automation

You’re preparing for a quarterly business review and you’ve got to get a couple of reports together to try and figure out what you did. You know what you did, but you need to prove that and present that to the executives. This has happened to me time and time again, whereas you get a couple of different reports and they’re all different.

You know that you closed 50 deals. One of them says 49, one of them says 52. You’d love to use that one, but you’re pretty sure that that’s not right. You’re not confident. That’s happened to me many times. I’m sure it’s happened to others as well. All right. I issued a support ticket to the BI team. Now, the BI team has received my request. Usually, what needs to be done is reverse engineering a report. Reverse engineering report without the proper tools, that’s a long process. Of course, they’ll need to look into possibly the tables and views. Then, they’ll probably need to look into the fields and labels, see if they were given the same names, and if not, what glossary was used. That’s going to take, again, quite a bit of manual work to get involved. It could be hours, it could be days or weeks. Now, the error may not be there. Then, the whole process needs to go one step backwards maybe to the ETL level, try to look into that. That could be hours and days again. Now, all in all, we’re talking about in most organizations, as I said, hours, days, or weeks to look into that to reverse engineer that report to try to figure out what went wrong with it. That’s a common scenario.

Working with Octopai, of course, all of that would be done literally in minutes because all you need to do is type in the name of the report you’re having trouble with or the executive is asking you to look into, and literally, at the click of a mouse, you can understand exactly how the data landed on that report, the entire lineage, at the click of a mouse and really come back with an answer in probably a couple of minutes, not days, not hours, not weeks.

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