My organization just completed a fiscal year and we crossed into a new year with a new reporting tool. We had a few issues that surprised us due to:
- An unexpected “Week 53” in the fiscal year
- Changes in how we track accounting programs
- New data we uploaded in the system
- Data that needed to be updated in the new year (and we forgot)
After we implemented the fixes, we still found numbers that were incorrectly calculated. But it is especially frustrating when we looked closer and realized that we should have caught them before we hit “publish”. Some numbers were so large (or small) compared to our expectations that we should have noticed it sooner. In other places, automated text fields were out of date.
Every major change needs a sanity check from a fresh pair of eyes.
- Numbers that are too good to be true
- Numbers that are surprisingly small
- Negative numbers
- Missing or blank information
- Numbers that don’t match the category (or label)
- Graphs that are irregular or unexpected in shape/size
Check and double-check your work. Obsess over perfection before you have to publish your work. Don’t get too busy that you overlook the easy stuff.
Thanks for listening.