Our client, a Fortune 200 payment technology company, partnered with Valtree to drive a transformative project, leading to the creation of a dynamic, integrated reporting system that saved hundreds of hours and greatly enhanced operational efficiency
Beyond the Dashboard: A Holistic Approach to Data Strategy
Service Provided
Capabilities Utilized
Intelligent Business Solutions & Data Visualization Data Architecture & Engineering Excellence
Client challenge
Our client encountered a pressing need to improve its C-suite enterprise key performance indicator (KPI) reporting. The previous process relied heavily on manual tasks, including emails and PowerPoint presentations, which led to inefficiencies and frequent errors. With over 170 KPIs spread across six global regions, the situation was further complicated by numerous manual bottlenecks, resulting in delays and inaccuracies.
To resolve these challenges, the client sought to automate and standardize the reporting process, aiming for a more streamlined and efficient presentation of KPI data through a centralized dashboard. After evaluating various vendors, the client chose Valtree Corporation based on our proven expertise in staff augmentation and data solutions from previous successful projects. Our solid track record played a key role in this decision.
Selecting Valtree Corporation was a strategic move, grounded in the confidence that we would deliver a tailored solution rather than a one-size-fits-all or overstaffed approach. Through this partnership, the client sought to reduce manual labor, eliminate bottlenecks, and improve the clarity and accuracy of their reports, ultimately enabling their C-suite to make better-informed decisions with actionable insights.
Our solution
Our collaboration began with a deep understanding of the client’s challenges, goals, and vision for success. We carefully crafted our recommendations to match the objectives and priorities outlined by the client team. For example, when the client requested a dashboard by quarter-end, we recognized an opportunity to offer more than just that.
Instead of delivering only a dashboard, we proposed a comprehensive solution that addressed key challenges in communication and data governance. We also provided versatile talent and committed to an eight-week timeline, while ensuring future-proofing. Our goal was to offer everything the client needed, not just a single piece of the puzzle.
We deployed two experienced consultants with expertise in development and data engineering, immersing ourselves fully in the client’s priorities. Together, this Valtree team worked diligently to streamline processes and achieve transformative results before the next business quarter.
Throughout the intense eight-week period, we maintained close collaboration with the client, ensuring transparency and joint decision-making at every stage. This included daily working sessions to foster open communication and steady progress. In just eight weeks, we:
- Developed 28 Tableau dashboards for a seamless user experience.
- Implemented over 30 metadata fields covering essential metrics.
- Established strong processes for metric review and management, including role definitions and real-time dashboard monitoring.
- Introduced a standardized visual language and visualization library tailored for executive use.
- Designed a new data architecture for improved organization, automation, and standardization.
Results
At the end of our collaboration, executives received a new, dynamic report featuring 28 dashboards seamlessly integrated for a cohesive user experience. The work of Valtree not only saved hundreds of hours but also significantly improved scalability for the C-suite and reduced turnaround time by several weeks.
During our engagement, we actively listened to the client’s needs, prioritizing the main request for a dashboard and timely delivery. Any ancillary requirements were documented by our team and incorporated into a future roadmap, ensuring no detail was forgotten, even after project completion.
This success was driven by our diverse skill set across data engineering, architecture, governance, and process improvement. While the client initially requested one deliverable, our approach at Valtree is inherently cross-functional and flexible. We provided the client with a solution that exceeded expectations, demonstrating our commitment to delivering holistic and adaptable services. Satisfaction was evident as the client continued to utilize the tools and foundation we laid, demonstrating the lasting impact and value of a Valtree partnership
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