Reporting & analytics support for research & policy organizations

A Trusty Oak EA supporting a research or policy organization on reporting and analytics typically works inside tools like Excel, Google Sheets, Tableau Public, Power BI, Airtable, or whatever reporting stack the client already uses — there's no required migration. Day-to-day, they pull data from sources like REDCap, Qualtrics, government open data portals, or internal program databases, then format it into standardized templates for grant reports, board decks, legislative briefs, or funder dashboards. They track key performance indicators across programs, flag anomalies or missing data before reports go out, and maintain version-controlled documentation so nothing gets lost between reporting cycles. Your role is to define what the report needs to say and who the audience is — the EA handles the build, the updates, and the delivery logistics. Before the engagement starts, your Client Success Manager builds a Strategic Delegation Plan that maps your reporting calendar and establishes handoff protocols so the EA can work independently without constant check-ins.