Transition Strategy Checklist

This checklist will guide you through our recommended strategy for transitioning from Chrome River Reporting to Emburse Analytics.

Discovery

• Read How to Transition to Emburse Analytics.
• Review Emburse Analytics Help Center materials to learn about the full potential.
• Engage in Emburse Analytics Lunch & Learn webinars for ongoing information and idea sharing.

Preparation

• Submit a case to Analytics Support to request your Chrome River reporting utilization data. We recommend requesting this as soon as you enter your discovery phase. You will receive the following reports:
  •  Utilization By Report Name: Lists all reports (standard and ad hoc) with activity in the last year, sorted from most used to least used.
  • Activity By Person: Shows all analytics users with activity, sorted from most active to least active.
  • Scheduled Reports: Shows all active scheduled reports and the report owners.
• Interview each stakeholder and document the desired outcome and goals of each report.
• Review the documentation in its entirety, searching for redundancies and areas of potential process and outcome improvement. Be sure to consolidate everywhere you can.
• Identify the rollout team, along with their roles and responsibilities.
• Define a change-management and communication process.
• Review the final plan and timeline with stakeholders.

Rollout

• Review Admin and Creator Emburse Analytics Learning Maps to understand how access is managed and how to get started with the basic functionality of report and dashboard building.
• Refer to the Emburse Analytics Help Center for best practice recommendations, answers to FAQs, and tactical guidance for designing and building your future!  

Best Practices

Consider these best practices to maximize the value of your data:

• Make use of dashboards to replace flat file downloads that produce spend and processing trends and performance analysis, general KPIs, and metrics for admins, approvers, business leaders, project leaders, etc.
• As you’re designing your new strategy, be sure to define and build a set of companywide spend and processing goals and metrics, then use those prebuilt tiles in all dashboards for consistency.
• Incorporate goals and expectations directly into the dashboard to provide users more context.
• Consolidate all the aggregates, trends, and metrics each stakeholder needs for day-to-day activities in one dashboard.