{"id":1144,"date":"2026-10-27T12:17:21","date_gmt":"2026-10-27T15:17:21","guid":{"rendered":"https:\/\/www.smartservices.com.ar\/casos-de-uso\/automated-management-reporting\/"},"modified":"2026-10-27T12:21:11","modified_gmt":"2026-10-27T15:21:11","slug":"automated-management-reporting","status":"publish","type":"use_case","link":"https:\/\/www.smartservices.com.ar\/en\/use-cases\/automated-management-reporting\/","title":{"rendered":"Automated Management Reporting"},"content":{"rendered":"
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In brief.<\/strong> This use case consists of assessing how to: extract data, normalize definitions, reconcile figures, calculate metrics, and prepare a report for validation.<\/p>\n

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How it works today<\/h2>\n

At each close, teams download files, copy figures, reconcile versions, and explain variances manually.<\/p>\n<\/section>\n

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Where time is lost<\/h2>\n

Close is delayed by checking which version of every figure is right before anyone can analyze it.<\/p>\n<\/section>\n

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What can be automated<\/h2>\n

Extract data, normalize definitions, reconcile figures, calculate metrics, and prepare a report for validation.<\/p>\n<\/section>\n

\"Possible<\/picture>
Illustrative workflow; exceptions still need review.<\/figcaption><\/figure>\n
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How a workflow could work<\/h2>\n

A practical flow takes inputs from the relevant sources, checks them against agreed rules, performs routine actions, and sends uncertain cases to a person.<\/p>\n<\/section>\n

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What still needs a person<\/h2>\n

An owner validates figures, interprets causes, and decides what to communicate.<\/p>\n<\/section>\n

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Systems that may be involved<\/h2>\n

ERP, BI, spreadsheets, and operational sources.<\/p>\n<\/section>\n

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When it is worth assessing<\/h2>\n

When reporting repeats each close and assembly takes time that should go to analysis.<\/p>\n<\/section>\n

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What not to assume<\/h2>\n

Reporting frequency depends on when sources are updated.<\/p>\n<\/section>\n

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How Smartservices approaches it<\/h2>\n

We map the existing process, verify data and system access, define controls and a human review point, then scope an integration or automation around the actual workflow.<\/p>\n<\/section>\n