Reporting

Reporting

Reports are essential for organizational communication, process management, and governance. When reports are well conceptualized and well written, they bring clarity, improve collaboration and results, and substantially contribute to effective communication. In many companies, however, teams find reporting time-consuming and challenging. Yet, competent report writing increases efficiency and contributes substantially to a company’s brand and success by bringing clarity and improving collaboration and results – with or without technological automation.

Reporting in Social Institutions

For social institutions, like social welfare offices, charities, youth homes, and institutions for people with special needs, reports are an essential communication tool. Given that reports provide the basis for important decisions, they must comply with formal and linguistic guidelines. Yet, report writing often takes time and triggers insecurities, delays, and inefficient resource use. We help clients improve the quality of their reports with lasting effects by means of assessments, advisory, and training.

Our services include:

Reports in the social sector must stick to guidelines that go beyond institutional boundaries. We assess reports regarding content, structure, and language, uncover hidden bias, and identify how to specifically optimize reports.

Reports in social institutions must follow linguistic and official guidelines that are customary in the sector while aligning with their institutions’ manuals. At the same time, resources must be used effectively. We advise clients regarding external and internal guidelines and their implementation, assess current documents, and provide specific solutions to optimize reports. If needed, we develop tailored manuals and templates.

When workload increases or the quality of your existing reports doesn’t meet expected standards, we help with customized support. Specifically, we can take care of writing specific reports, edit existing reports, or write pertinent executive summaries for important subsequent projects or applications.

We give customized in-house workshops for teams to get hands-on report writing training. The workshops include a variety of relevant topics, like the selection and structure of contents needed for each report type. They also include exercises to practice the description of contents in accurate jargon, as well as general tips on how to enhance the writing process. The goal of the workshops is to improve the quality of the reports aligned with the institution’s mission and to increase efficiency, motivation, and employee satisfaction.

Reporting in Work Integration

Written reports are among the most important reporting tools for institutions in work integration. Over the course of the counseling, counselors and job coaches write minutes and reports addressed at internal and external bodies with the aim of documenting the process. These reports must comply with official standards, which takes time and brings about uncertainties, delays, and inefficient resource use. Good minutes and reports don’t only increase efficiency; they also guide the procedure and improve efficiency. Investing in optimizing the quality of reports pays off on several levels. We help clients improve the quality of reporting procedures and reports with lasting effects.

Our services include:

Efficient report writing increases service quality and employee satisfaction at once. Especially when the counseling covers an extended period of time and includes different document types, it is difficult for counselors and job coaches to efficiently structure the information and use factual language throughout. We assess notes and reports regarding content, structure, and language with a keen eye on the mission and goals to ensure employees make the best of their resources.

Reports in work integration are part of a reporting system that is highly dynamic. Counselors and coaches discuss different career paths in intelligible everyday language while documenting it in factual language. We advise clients regarding guidelines, assess current documents, and provide solutions for clients to optimize proceedings and reports. If needed, we develop manuals and templates tailored to the institution.

When workload increases or the quality of your existing reports doesn’t meet official standards, we help with customized support. Specifically, we can take care of writing specific reports, edit existing reports, or write pertinent executive summaries for important subsequent projects or applications.

We give customized in-house workshops for teams to get hands-on report writing training. The workshops include a variety of relevant topics, like the selection and structure of contents needed for each report type. They also include exercises to practice the description of contents in accurate jargon, as well as general tips on how to enhance the writing process. The goal of the workshops is to improve the quality of proceedings and reports in line with the institution’s mission and to increase efficiency, motivation, and employee satisfaction.

Reporting in the Penitentiary System

Protocols and reports are the most important instrument for internal documentation and external reporting in the penitentiary system. As they may be submitted to court, they are the basis for important decisions and must meet high standards regarding format, content, and language. At the same time, such reports must be written by specialists themselves. We support institutions in the penitentiary system in securing the quality of their reporting with analyses, consulting, discreet writing support, as well as team training.

Our services include:

Reports in the penitentiary system are particularly challenging, as they often describe sensitive content drawn from life that must be described in accurate jargon. Given the fact that these reports may be submitted to court, it is important to keep different addressees in mind. We analyze protocols and reports regarding content, structure, and the quality of language regarding the attainment of goals, and we identify how to optimize the reporting.

Reporting in the penitentiary system must meet high standards regarding format, content, and language. This comes in addition to everyday challenges faced by each individual employee. Accordingly, writing accurate reports challenges institutions in the penitentiary system. We spot weaknesses and elaborate solutions for our clients to use resources wisely and improve the quality of their reports as well as employee satisfaction. If needed, we write customized manuals and templates.

When workload increases or the quality of the existing reports doesn’t meet official standards, we help with customized support. In particular, we can take care of writing specific reports, edit existing reports, or write pertinent executive summaries for important subsequent projects or decisions.

Writing good reports is rarely part of the training which employees of the penitentiary system receive. In addition, institutions in the penitentiary system usually rely on staff that is highly diverse. We know these challenges and help clients ensure their teams write accurate reports. We are particularly experienced with training teams of different educational backgrounds. The goal of our workshops is to improve the quality of reports and increase the efficiency and satisfaction of employees.

Audit Reporting

Audit teams produce one main output: audit reports. Audit reports are crucial governance and control tools and contain large amounts of information assembled and presented by auditors and other specialists. They usually provide both specific details as well as an accessible management summary for the management to quickly grasp the relevant information and take action, if needed. Accordingly, audit reports must meet high standards of precision and clarity. We support audit teams in securing the high quality of their reports and in optimizing processes.

Our services include:

To lastingly secure the high quality of audit reports regarding content structure, format, and language, regular quality checks help assure quality. As external revisors, we collaborate with leadership and specialists to identify weaknesses and remedy them.

It may happen that a successful audit has yielded all the relevant results, yet the writing process still poses a challenge. In this case, we write, revise, or proofread audit reports for them to meet high standards and deadlines. This especially applies to generated text.

Writing excellent audit reports takes practice. We practice efficient audit report writing either in team seminars or individual sessions to show auditors how to structure and present relevant information in a way that is clear and complies with corporate regulations. During training, we always work with internal documents. We’re particularly experienced with multilingual and international teams, and we also cover challenges of RAG-based text generation.

Artificial Intelligence in Reporting

Generative AI based on so-called Large Language Models has been evolving rapidly. AI is now capable of capturing and processing linguistically coded information, which makes automation of time-consuming tasks, such as text creation, possible. This technical development holds immense potential to increase efficiency and allow effective quality assurance in all areas of reporting.

Automated reporting is either based on internal documents and RAG-technologies, or else on turning simple notes into a coherent report. To achieve this, the process must be set up, and AI must be trained regarding content, structure, and language. Process automation simplifies reporting in that it unifies reports, checks them for completeness, and complies with privacy protection laws. In addition, it becomes possible to further process the resulting reports, e.g. by translating them automatically into different languages.

Our services include:

First, inventory must be taken. We document the current reporting and draw an accurate picture by paying special attention to existing processes, goals, as well as technical equipment. On the basis of the inventory, we propose a possible road map for a feasible and lasting automation strategy with all technical options.

Implementation begins with defining future processes and expected results. Afterwards, the model is developed gradually with regular performance tests until it meets the institution’s demands and can go live. During the following phase, performance is invigilated carefully to correct faulty processes, if needed.

Tailored training sessions help employees feed the model with accurate input and revise the output regarding content and style. In-house workshops are the ideal format for the staff to learn what to look for and develop an understanding of the best wording. This allows their expertise to go into their reports and ensure their competence grows with lasting effects. At the same time, we train users in revising generated text.

Both technology as well as its use require regular checks to ensure the quality of the resulting reports remains high. Quality assurance evaluates the performance of the model after its implementation and revises whether the resulting reports meet requirements. At the same time, user experience is evaluated. If needed, we propose specific measures to remove shortcomings.

Contact us

Get in touch with us, we’ll gladly help!

34 e1654636301953

Dr. Danae Perez

Consultant