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Sample Report Request Form or Questionnaire?

Scott Podraza
$organization

Hello!

Can anyone share a request form or questionnaire that you give to staff members who are asking for a report from Tessitura? Essentially, I'm looking for a form that a staff member would fill out to set expectations for what they hope to receive in their report from Tessitura. The hope to have some mechanism that can help translate the needs of the staff with the person preparing the report.

Anyone have any thoughts? Samples to share?

  • $organization

    I find conversation critical for this process.  End users don't usually actually know what they need or what is possible.

    I use the agile process of writing a Users Stroy to have the conversation.

    • Who is this for? (Blank 1 below)
    • What new capability is needed? (Blank 2 below)
    • Why is this valuable to the organization and should be prioritized as custom work we should take on now and in the future through upgrades. (Bank 3 below)

    This is often written in the form

    As a _____________________ I/We can ___________________________ So that or Because _______________________________

    The above should be able to fit on one or two sides of a 3x5" card.

    Then I'll ask about conditions of satisfaction (COS) that may already be known.

    Given the above what would have to be true about this report for it to be useful?

    • When is the report needed
    • How often do you need to be able to pull the data
    • What data points might be necessary
    • What calculations might be necessary to those data points
    • What might the report look like?
      • We will often dummy up a report in an MS Excell Spreadsheet
      • I will often ask the requestor to go into Tessitura and actually fill in the spreadsheet we have created with real data.  This process may not be pretty but it gets everyone real with a very simple prototype.
    • What filtering of this report is necessary
    • Have you seen another report that provides you some or all of the data you need?

    Today, I would likely not start with a custom Tessitura Report as a tool to make this information available.  Unless:

    • This is going to be used as a component to the current Tessitura Client, Header, Acknoledgemebt, Custom Screen...
    • The data is needed in real-time.
    • It's actually a utility and designed to change data in the Tessitura System.

    Otherwise, I'd start with a Tessitura Analytics Report or an Execute an Output Set.  I currently expect both of these to have lower Total Cost of Ownership (TCO) over the successive version of Tessitura, because of the Tessitura Network is testing and upgrading most of those items.

    Good luck.