Strategy

Automated Quarterly Pricing and Spend Reports

Context

Business partners required regular pricing and spend analysis across multiple product lines.

Problem

Quarterly reports were manually assembled from multiple data sources, creating delays and errors.

Constraints

Reporting logic varied by customer type and pricing structure.

Scope

Service owner responsible for financial reporting automation.

Strategy

Abstract report generation into a configurable service decoupled from data sources.

Architecture

Created a reporting service that queries BigQuery, applies business rules, and generates standardized outputs.

Impact

Reports were delivered consistently on schedule with reduced manual effort.

Effects

Internal teams shifted focus from report assembly to analysis and interpretation.

Artifacts

Quarterly pricing report template
Available upon request
Configurable reporting ruleset
Available upon request

Key Insights

Automating reporting surfaces inconsistencies that were previously hidden by manual processes.

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