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Impact Reporting Playbook: The clean-data method global teams use

Learn how to build clean, comparable, audit-ready impact reports.

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About the eBook

The Optimy Problem-Solving Playbooks are built for global teams that need reliable reporting across programs and regions.

This edition reveals why impact reporting fails in large corporations and corporate foundations: inconsistent data formats, incompatible KPIs, manual reconciliation, and fragmented systems that cannot enforce standardization.

Instead of patching dashboards at the end of each cycle, high-performing teams remove variation at the source using taxonomy governance, structured intake, and automated data consolidation.

What You’ll Learn
• How to eliminate inconsistent inputs and unify reporting formats
• How to implement a KPI taxonomy that standardizes metrics across programs
• How mandatory submission rules strengthen comparability and accuracy
• How automated ingestion pipelines reduce manual stitching and audit risk
• Tools you need to solve this

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