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

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