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Course Outline
Introduction to WrenAI Spreadsheets and Metrics Library
- Overview of capabilities and use cases for government operations
- Key differences from traditional spreadsheet applications
- Introduction to pre-built metrics tailored for public sector needs
Getting Started with AI-Powered Spreadsheets
- Creating and formatting spreadsheets for efficient data management
- Utilizing natural language processing for formulas and queries
- Leveraging AI assistance to streamline data preparation tasks
Working with the Metrics Library
- Exploring standardized key performance indicators (KPIs) across government departments
- Configuring metrics for Revenue Operations, finance, and marketing functions in the public sector
- Best practices for ensuring consistency and accuracy in reporting
Data Connectivity and Live Updates
- Connecting spreadsheets to government databases and SaaS tools for seamless data integration
- Automating data refresh cycles to ensure up-to-date information for decision-making
- Managing permissions and access control to maintain data security and compliance
Operational Reporting Workflows
- Building recurring reports using customizable templates for government use
- Tracking cross-functional performance indicators to enhance transparency and accountability
- Automating alerts and notifications to improve operational efficiency
Visualization and Sharing
- Creating charts and dashboards from spreadsheets to facilitate data-driven decision-making
- Collaborating with team members in real time to enhance productivity and communication
- Publishing reports for stakeholders to ensure timely and accurate information dissemination
Scaling Operational Analytics
- Applying the metrics library across multiple business units within government agencies
- Standardizing reporting processes enterprise-wide to improve consistency and reliability
- Integrating with existing business intelligence (BI) platforms for a comprehensive analytics solution
Advanced Features and Future Capabilities
- Exploring AI-driven forecasting capabilities in spreadsheets for government planning
- Customizing and extending the metrics library to meet specific agency needs
- Upcoming features in WrenAI operational analytics designed to enhance public sector operations
Summary and Next Steps
Requirements
- An understanding of operational reporting concepts for government
- Experience with spreadsheet applications
- Familiarity with business metrics and key performance indicators (KPIs)
Audience
- Revenue operations teams
- Finance operations teams
- Marketing operations and project management office (PMO) teams
14 Hours