Product demonstration case study · WSP / ATR

From training spreadsheets to WSP / ATR reporting readiness.

The SkillSet WSP / ATR Demo shows how a workbook-first process can expose planning, evidence and reconciliation gaps before information is trusted for management reporting.

The reporting challenge

Demand, planning and achievement often live in different spreadsheet moments.

WSP and ATR reporting becomes difficult when requested training, planned interventions, completed activity and supporting evidence cannot be reconciled through one controlled workflow.

DEMAND

Requested but not planned

Training needs may exist in the workbook without a corresponding WSP intervention or booking decision.

DELIVERY

Planned but not achieved

Planned activity needs operational follow-through, status ownership and an explanation when delivery changes.

EVIDENCE

Achieved but not supported

Completion records need confirmed evidence and a clean relationship back to the approved reporting chain.

Workbook-first workflow

Load, inspect, manage and report.

The demonstration is organised around the practical journey a reporting team would need to control.

01

Workbook intake

Load demand, WSP planning and ATR achievement records into a single review surface.

02

Diagnostic checks

Separate stable records from planning, evidence, ownership and data-quality risks.

03

Training operations

Book training, capture status changes and record completed activity.

04

Review and sign-off

Assign findings, record decisions and maintain a visible submission-readiness trail.

05

Reporting views

Compare requested, planned and achieved records with management-ready summaries.

Data Quality Centre

Six practical checks before the figures are trusted.

The live demo tests the active dataset for common risks that weaken planning, evidence and reconciliation.

01 · MASTER DATA

Employee profile gaps

Find missing or unconfirmed fields in employee reporting profiles.

02 · IDENTIFIERS

Duplicate employee numbers

Detect duplicate identifiers that could distort counts or employee history.

03 · COMPLETENESS

Incomplete interventions

Flag records missing an employee, course, provider or reporting period.

04 · FINANCIAL REVIEW

Invalid costs

Identify planned or actual cost values that need correction or confirmation.

05 · ATR EVIDENCE

Evidence gaps

Highlight achieved activity without confirmed supporting evidence.

06 · RECONCILIATION

Requested to planned to achieved

Expose records that fall outside the expected WSP / ATR reporting chain.

What the public demo contains

A transparent synthetic dataset.

  • 34 requested or suggested training records
  • 28 planned WSP intervention records
  • 21 achieved ATR records
  • A current reconciliation view showing 19 items for review
  • Demo bookings, provider filters and management summaries
  • Budget figures labelled as planning estimates only
What the demonstration proves

A controlled workflow can be evaluated before production investment.

The workbook remains the starting point

The interface is designed around loading existing training information, because that is where many WSP / ATR reporting journeys begin.

Exceptions are more useful than blanket manual checking

The Data Quality Centre brings specific missing fields, duplicates, invalid costs, evidence gaps and reconciliation issues into a prioritised review list.

Static proof is not the same as a live Microsoft 365 solution

The demo supports product discussion and workflow validation. Production capability would only be claimed after the SharePoint, Dataverse, Power BI, permissions and governance components were configured and tested.

Bring the workbook and reporting workflow.

We’ll help identify the gaps, controls and reporting views a practical pilot should address.

Start a Reporting Review →