# Report-production check

Build n Bloom | Working document

Use one recent completed paid engagement. No confidential client files are needed for a first conversation. This check does not establish savings or diagnose your firm.

1. Paid output: report type, recipient, frequency, number of variants and deadline.
2. Repeated structure: what stays the same; what changes by client, market or period.
3. Inputs: sources, formats, permissions, corrections and source-change handling.
4. Rules: definitions, calculations, denominators, mappings and responsible specialist.
5. Complete effort: preparation, review, corrections, administration and maintenance. Separate measured effort from estimates.
6. Alternatives: current software, simpler method, standard product and vendor implementation service.
7. Acceptance: ordinary inputs, missing values, changed sources, output checks and approval owner.
8. Economics: setup and ongoing cost, adoption burden and what useful capacity would actually be used for.

## Notes for one recent engagement

- Report and paid service:
- Reporting period and variants:
- Actual input sources:
- Repeated production steps:
- Essential specialist judgement:
- Recorded effort by step:
- Errors or corrections, with examples:
- What current software already supports:
- Simplest useful improvement:
- Acceptance owner and tests:
- Reason to act now, or reason to defer:

A priced-in cost can still be worth reducing. An improvement must justify its total cost and preserve accepted quality. No outcome or standard price is implied.

Inspect the fictional working example: https://www.buildnbloom.io/demos/client-reporting