PowerBI Dashboard
PowerBI Dashboard
CHALLENGE
Business context: Sales team in financial Risk Organisation lacked unified view of payments data quality and coverage.
Problem statement: Inability to get answers quickly on payments data metrics hurt sales teams in conversations with customers.
Strategic importance: Payments data quality directly impacts customer experience and operational efficiency
MY ROLE
Position and responsibilities: Innovation Product Manager spearheading creation of PowerBI dashboard to break silos between data teams and sales teams.
Team structure: Led collaborative effort between technical team and business stakeholders from sales and content teams.
APPROACH
Methodology: Implemented agile development process with continuous stakeholder feedback.
Key activities:
Conducted stakeholder workshops to identify critical metrics and KPIs
Designed data architecture to integrate disparate data sources
Developed interactive Power BI dashboard with customised visualisations in collaboration with tech team
Created comprehensive documentation and user training materials
Stakeholder management: Collaborated with professional services and data teams to ensure the visualisation tool met operational needs.
OUTCOME
Quantifiable results: Achieved 99% reduction in resolution times for sales teams.
Business impact: Transformed data access from delayed reporting to real-time analytics, enabling proactive issue resolution.
Adoption/implementation: Solution received internal recognition and was adopted by sales teams for enhanced customer interactions.
LESSONS LEARNED
Personal growth: Deepened expertise in data visualisation best practices and data quality assessments.
Key insights: Recognised critical importance of UX design in driving adoption of analytics and visualisation tools.
How this shaped future work: Established framework for data quality assessment and treating data as a product.