Operations · Systems · Reporting
Building a Single Operating View for Leadership.
Replacing fragmented reporting with one clear view of what was happening across the business, and what needed attention.
The problem
Pipeline sat in the CRM, delivery in project tools, finance elsewhere, and capacity in spreadsheets and conversations. Simple questions required several people and reconciliation of different numbers.
What I did
Worked backwards from the decisions leadership needed to make, then designed a small set of connected views across commercial performance, delivery, capacity, financial signals and key risks.
Work involved
Management information · Dashboard design · Data structure · Reporting automation · Operating cadence
Let’s solve what’s holding you back.
A focused conversation is often the fastest way to get clarity.