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.

Learn more about our Solutions

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