- The formalization of data storage structure: units, frequency, mathematical calculations, numeric series (a plan, a fact, a deviation, %, etc.)
- Developing requirements for dashboards
- Description of users and system interaction
- Determination of data sources – available sources, such as CRM, ERP, WMS, etc.
- Access rules to the system – users, roles, groups, functions
- Test data for the system check
Result: production expenditures (requirements lists) and relevant documents describing project execution