Procurement01
Replaced labor-intensive Excel and Word reporting with an automated Power BI workflow, reducing reporting turnaround from weekly cycles to hours and substantially expanding the depth and breadth of procurement analysis.
Mortgage operations02
Built a centralized mortgage workflow with dedicated intake, system-based assignment, searchable application records, and reporting that supported operational improvements and branch communication.
Water quality03
Automated the consolidation and standardization of results from multiple laboratories, replacing manual reporting within two months and giving authorized users shared access to richer water-quality analysis.
Finance04
Implemented automated financial reporting for a CFO and finance team, combining accounting data, budgets, and forecast scenarios with flexible account mappings in Power BI.
IT operations05
Replaced manual network-data preparation with an automated reporting pipeline, enabling interactive analysis by team, building, and location within buildings to support more targeted return-to-office feedback.
Trade development06
Extended a constrained CRM with an Access application, bringing partner and company activity into a shared operational view and replacing manually assembled weekly management reporting.
Terminal operations07
Helped establish the company's first in-house terminal analytics service, with a data model designed for varied operating systems. The initial rollout reached two terminals and informed broader executive reporting.
Executive reporting08
Applied lessons from terminal data modelling to a CFO-sponsored executive performance dashboard. The CFO began using it after six weeks and replaced the previous reporting after eight weeks, with support and enhancements continuing across an 11-month initiative.
Energy planning09
Integrated engineers' modelling data into an interactive Power BI reporting model, simplifying exploration of energy scenarios and demonstration of different energy mixes to stakeholders.
Program management10
Replaced fragmented inputs for weekly executive reporting with the program's first comprehensive data integration and data mart solution, supported by interactive Tableau reporting.
Program management11
Replaced a shared-spreadsheet forecasting process with guided project updates and automated consolidation, saving the coordinating manager tens of hours each month.
Inventory management12
Automated a complex spreadsheet transformation process so daily inventory data preparation could be handed to the night shift, removing a senior manager's need to arrive early to perform it personally.
Quality management13
Translated part-category specifications into automated data-quality rules, enabling an engineering quality team to check the full ERP extract in minutes and investigate exceptions through interactive summaries.
Cost estimation14
Rebuilt a domain expert's Excel estimator into a template-driven application, using standardized master inputs and importable project criteria to simplify scenario creation, data entry, and maintenance.
Data-warehouse development15
Automated the documentation of hundreds of Crystal Reports, giving analysts and developers a searchable view of fields, tables, and SQL dependencies to support data-warehouse development.
IT operations16
Investigated a critical ETL failure and coordinated database and vendor specialists to restore a job from hours and repeated failures to approximately five minutes.
IT operations17
Reviewed reporting usage with business teams, retired approximately 70% of the reporting inventory as unused or unwanted, and improved BI server performance through configuration changes.
Asset management18
Combined field investigation with structured data modelling to document water connections and support municipal transfer, water-rate arrangements, and subsidy documentation.
Subsidy administration19
Standardized inconsistent municipal records and linked properties to transfer-agreement classifications, enabling systematic review of rates, payment responsibilities, and future subsidy obligations.
Infrastructure planning20
Analysed historical reservoir water levels to support decisions about boat-ramp placement, structural design, and usability.
Mortgage pricing21
Connected branch rate-quote tools to a shared data collection and reporting workflow, creating visibility into quoted rates and pricing exceptions that had previously remained in branch forms.
Wastewater treatment22
Adapted a water-quality data integration and reporting approach to wastewater treatment, developing an initial foundation for further reporting capability. The work remained a partial implementation at handover.
Partial implementation