Case Study 7 : Performance, Policy and Operations Analysis + Visualisations
Our client had issues with data confusion, lack of data availability, and inefficient reporting processes. Our approach significantly improved data clarity and reporting and heightened team engagement.
The Challenge
- Confusion of data from different data sources
- Lack of availability of data required for performance and policy monitoring
- Interfaces built for accounting purposes rather than project management purposes
- Tabular accounting reports were difficult to be read and understood
- No graphical reports in the organisation financial and operational system
- Slow manual monthly reporting
- Lack of knowledge about the System Data
- Misunderstanding raw data and reporting
- Wastes in the reporting progress
Our Approach
- Workshop and interviews with teams
- Assessment of data literacy within the team
- Process mapping
- Interviews with audiences
- Identify requirements
- Evaluation of data and reporting quality
- Identify challenges with the existing reporting approaches
- Assessment of analytical maturity level
- Design and development of reporting dashboards using the existing data
- Automated data integrations and data modelling
- Development and design of strategy for exporting system data
- Design and development of data structure to bridge the gap between incomplete data fields
- Training the team to manage reporting processes
- Training the team to understand how to communicate with data (Data story telling) using the graphical report
- Design and development of reporting tools which are user-friendly – intuitive dashboards for “Review”, “Monitoring” and “Decisions Making”
The Results
- Stream lining processes to deliver quality data reports in a consistent way within a minimum of time
- Enabling teams and audiences to visualise the performance status in different dimensions
- Empowering and engaging teams and audiences from different level
- Improved data literacy and policy management knowledge within the team
- Improved system data knowledge for data clarity and reporting
- Team recognition by wider groups
- Sustainable and reusable reporting tools and visualisation products