The Problem

Every leadership cycle required a comprehensive performance pack—a lengthy PowerPoint document compiled manually from multiple data sources. The process consumed hours of skilled team time, introduced opportunities for errors, and often meant insights were already stale by the time they reached decision-makers.

Externally, leadership received what they expected. Internally, the process was a recurring source of friction.

The Approach

I worked with our BI tools—primarily Power BI—to replace the static document with a live dashboard. The key constraint was that the change needed to feel invisible to leadership: same insights, same structure, but delivered in a more sustainable way.

Requirements Translation

Rather than asking "what does leadership want to see?", I started with "what decisions does this reporting actually inform?" This reframing helped distinguish between data that was genuinely useful and data that was included out of habit.

Collaborative Build

I defined the requirements and logic, working with colleagues who had deeper BI expertise on the technical implementation. My role was to ensure the dashboard answered operational questions correctly—testing scenarios, validating edge cases, and making sure the numbers told the right story.

Change Management

The transition was deliberate. For several cycles, we produced both the old pack and the new dashboard in parallel, building confidence that nothing was lost in translation. By the time we retired the PowerPoint, leadership had already shifted their attention to the dashboard.

The Outcome

Hours of manual work removed from each reporting cycle. Fewer errors. Faster access to insights. And a template that other markets could reference when considering similar transformations.

From the outside, almost nothing changed—leadership got their performance data as expected. From the inside, the improvement was dramatic.

What This Taught Me

The best process improvements are often invisible to people outside the process. The goal isn't to show off what you've built—it's to make the work flow better. If you've done it right, people shouldn't notice that anything changed at all.