Analytics Policies¶
Why This Exists¶
This document defines policies that govern analytical behavior and reporting workflows.
Owner¶
The owner is the Chief Product Officer and Enterprise Architect.
Business Value¶
Policies make analytics reliable enough for executive decision-making by governing KPI definitions, refresh cadence, insight creation, and report publication.
Policy Catalogue¶
| Policy | When it runs | Decision made | Outputs |
|---|---|---|---|
| KPI Definition Approval Policy | When a KPI is created or revised. | Whether the KPI is approved for reporting. | KPIDefined or KPIUpdated. |
| Analytical View Refresh Policy | On schedule or source event. | Whether a reporting model should refresh. | AnalyticalViewRefreshed. |
| Metric Snapshot Policy | After view refresh or reporting period close. | Which snapshots should be calculated. | MetricSnapshotCreated. |
| Dashboard Publication Policy | When a dashboard is submitted for use. | Whether widgets, audience, and metrics are valid. | DashboardPublished. |
| Report Generation Policy | On schedule or user request. | Whether a report can be generated and distributed. | ReportGenerated. |
| Insight Detection Policy | After snapshot or trend analysis. | Whether a movement deserves an insight record. | InsightCreated. |
| Insight Review Policy | When an insight is reviewed. | Whether it is accepted, dismissed, resolved, or escalated. | InsightReviewed. |
| CEO Briefing Policy | On executive cadence or request. | Which summaries, insights, and decisions appear in briefing. | CEOBriefingCreated. |
| AI Explanation Policy | When Intelligence explains an insight. | Whether explanation metadata is acceptable for display. | Insight explanation metadata. |
| Data Lineage Policy | During view, snapshot, report, and insight creation. | Whether lineage is sufficient. | Approval or rejection. |
CEO Briefing Policy¶
CEO briefings should include:
- Procurement health summary.
- Revenue pipeline.
- Compliance readiness.
- Bid performance and win/loss movement.
- Contract performance and delivery risk.
- Supplier performance.
- Funding risk or readiness.
- Learning progress and capability gaps.
- Decisions required and recommended attention.
AI Explanation Policy¶
Intelligence may explain why a KPI moved, summarize patterns, or draft narrative commentary. Analytics must retain the source snapshots, confidence metadata, and explanation provenance.
Policy Flow¶
flowchart LR
Source[Source events]
Refresh[Refresh policy]
Snapshot[Snapshot policy]
Insight[Insight policy]
Briefing[CEO briefing policy]
Source --> Refresh
Refresh --> Snapshot
Snapshot --> Insight
Insight --> Briefing