How to carry out step 2 of the financial value process: research financial information
Some general notes about business intelligence research
Sample checklists for researching Senior, Mid, 1st/Ops, and Individual measures
A case study of how a consultant used business intelligence research to prepare for an important meeting at ABC MediCompany.
You ‚ ve been introduced to the language of finance and how that language connects to the language of performance. The last five chapters were critical in helping to complete step 1 of the financial value process (define audience) and step 3 (identify financial imperatives).
Now that you know what you are looking for, it is time to go back and complete step 2 (research financial information). You need to establish a regular flow of relevant financial information without becoming lost in the mountains of data you could find or, conversely, frustrated by your lack of access to the data that you want.