All Case Studies
Finance / Professional Services
Reporting & Dashboard System
A finance firm spent days each month building manual reports that were often outdated by the time they were shared.
ReportingDashboardsOperations
The Problem
What wasn't working
Reports were built by hand in spreadsheets, pulled from multiple systems, and usually out of date. Leadership had no real-time view of the business and decisions were made on stale numbers.
The Process
How I solved it
- 1
Identified the key metrics that actually mattered to leadership.
- 2
Connected data sources into a single dashboard with live updates.
- 3
Removed manual spreadsheet work and replaced it with automated reporting.
- 4
Set up a monthly review rhythm using the dashboard as the single source of truth.
The Results
What changed
Real-time
visibility into key metrics
2 days
of monthly reporting work eliminated
1
dashboard replacing 6 spreadsheets
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