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Data & operationsApplied workflow

Financial records & reporting with Dot

Connecting information from software systems and the people behind an operation to organize records and prepare reviewable financial reports.

Operational information rarely comes from one place. A system may record a transaction while a person supplies the explanation or correction that gives it meaning.

A starting point for the conversation

  1. Identify the information sources and the people responsible for them.
  2. Organize records while retaining their origin and context.
  3. Prepare reports that people can review and reconcile.

Research · projects · collaboration

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