Data Analysis & Reporting Workflow

Purpose:

Transform raw data into actionable insights by leveraging AI for data processing while utilizing human expertise for context and strategic recommendations.

Workflow Steps:

  1. Requirements Definition (Human)
    • Clarify analysis objectives and key questions
    • Identify relevant data sources and metrics
    • Establish report format and audience
  2. Data Preparation (AI + Human)
    • Human Task: Access and connect data sources
    • AI Task: Clean data, identify anomalies, and standardize formats
    • Human Task: Verify data quality and resolve access issues
    • AI Task: Create initial data relationships and models
  3. Analysis Execution (AI)
    • Run statistical analyses based on requirements
    • Generate visualizations of key trends and patterns
    • Identify correlations and potential insights
    • Prepare preliminary findings
  4. Insight Development (Human + AI)
    • Human Task: Review AI-generated findings
    • AI Task: Answer follow-up questions and drill deeper
    • Human Task: Apply business context to findings
    • AI Task: Generate additional visualizations as needed
  5. Report Creation & Delivery (AI + Human)
    • AI Task: Draft report with key findings and visualizations
    • Human Task: Add strategic recommendations and context
    • AI Task: Format report for presentation
    • Human Task: Present findings to stakeholders

Handoff Protocol:

  • Analysis notebooks with documented code and queries
  • Shared dashboards for collaborative review
  • Clear documentation of data sources and methodologies

Quality Control:

  • Data validation checks at preparation stage
  • Peer review of statistical methods
  • Stakeholder feedback on insight relevance