Step 4

Automation

Process

• Start simple with stable data sources and iterate
• Avoid dependency on external teams (expand on handling to data import oneself)

Tool

• It should be based upon existing tools that you are familiar with such as Excel, Power BI, Power Automate, etc., to minimize the learning curve
• Coding or scripting should not be required
• Ability to connect, clean and transform data yourself
• Ability to import data in multiple ways (UI, Excel import, Excel push, API)

People

• Should not need an external specialist to operate and maintain