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Automated reporting of production KPIs to stakeholders

Purpose

1.1. Automatically compile, format, and distribute daily, weekly, or monthly production KPIs to internal and external stakeholders.
1.2. Integrate real-time production data from machinery and ERP systems to highlight efficiency, downtime, unit output, and defect rates.
1.3. Eliminate manual data collection and report creation for improved speed, consistency, and transparency in sharing KPIs.
1.4. Enable proactive decision-making by delivering insights to management, line supervisors, and select partners.
1.5. Ensure regulatory and partner compliance through timely and accurate reporting.

Trigger Conditions

2.1. Scheduled recurrence (e.g., daily at 8am, weekly every Monday)
2.2. Completion of a production batch or shift closure
2.3. Threshold event (e.g., OEE falls below 80%)
2.4. API webhook from MES/SCADA or ERP indicating data ready for aggregation
2.5. Manual approval by production supervisor via dashboard or mobile app

Platform Variants

3.1. Microsoft Power BI
• API: REST API – use ‘Export to File’ for dashboard push, ‘Create Report’ for automated report generation
3.2. Tableau
• Feature: Scheduled Extracts and Subscriptions – configure dashboard snapshot delivery to email list
3.3. Google Sheets
• API: Google Sheets API – use batchUpdate to aggregate and format KPI data, share via email
3.4. SAP
• Module: SAP BW/4HANA OData API – export production metrics into reporting format, push via workflow
3.5. Salesforce
• API: Analytics API – trigger ‘dashboard snapshot’ and email/publish to Chatter group
3.6. Slack
• API: chat.postMessage – send KPI summary as direct message or channel post
3.7. Twilio SMS
• API: Message API – send top-line KPI summaries via SMS to mobile stakeholders
3.8. SendGrid
• API: Mail Send – send formatted KPI report as email to stakeholder group
3.9. Microsoft Teams
• API: Graph API – create message in specific channel or group, attach KPI snapshot
3.10. SharePoint
• API: List Item Creation – store and version control KPI reports, configure alerts on creation/update
3.11. Zapier
• Action: Webhooks by Zapier – integrate non-native sources, automate push to chosen report channels
3.12. Monday.com
• API: Create Item – post summary KPI metrics as dashboard updates
3.13. Notion
• API: Create Database Entry – push snapshot of production report into shared knowledge base
3.14. Dropbox
• API: Upload File – save formatted PDF or Excel report to shared folder, create notification
3.15. Google Drive
• API: Files.create – store and share updated KPI documents, generate access links
3.16. Smartsheet
• API: Add Row to Sheet – append KPI data, trigger cross-departmental notifications
3.17. Trello
• API: Create Card – flag reports with ‘review needed’ checklist for management
3.18. Jira
• API: Create Issue – log production anomalies detected in KPI analysis
3.19. Webex
• API: Create Message – distribute report links or summary to project rooms
3.20. Asana
• API: Create Task – assign follow-up on KPI deviations to relevant team leader
3.21. HubSpot
• API: Email API – distribute summarized production performance to CRM contacts
3.22. AWS S3
• API: PutObject – upload and timestamp versioned KPI reports for audit trail
3.23. Mailchimp
• API: Campaign API – distribute periodic production newsletters with detailed KPI metrics
3.24. OneDrive
• API: Upload – move reports to secured organizational drive with permission-set sharing
3.25. Quickbase
• API: AddRecord – archive KPI snapshots and analytic outcomes within custom apps

Benefits

4.1. Ensures all stakeholders receive timely, standardized, and actionable production insights without manual intervention.
4.2. Improves visibility into operations, enabling faster and more informed responses to production issues.
4.3. Centralizes data archiving and audit trails for internal evaluation and external compliance needs.
4.4. Frees staff from repetitive reporting tasks, allowing focus on value-added activities and continuous improvement.
4.5. Reduces errors and inconsistencies in manual report compilation and delivery.

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