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Trajectory at a glance
- Product design
- Analytics
- Strategy
Designing a unified business-intelligence dashboard for a four-company merger — replacing six disconnected reports with one trustworthy view that gave leadership a clear read of the business in minutes.
When four organisations merge, their data systems don’t. Leadership were relying on a series of disconnected, time-consuming reports to monitor business performance — each giving an isolated view of one department, none of them talking to each other.
The goal was to give senior stakeholders a single, honest view of the business they could read in minutes rather than hours.
The problem
Discovery surfaced three obstacles that made this harder than it looked:
- No shared project identity — the same customer project had different names and identifiers across the merged systems, with no mechanism to link them
- Inconsistent data frequency — some departments updated daily, others weekly, making direct comparison misleading
- No normalised benchmarks — a metric that looked fine in one context could indicate a serious problem in another
Stakeholder interviews clarified what people actually needed to know: not raw data, but trajectory. Was the business moving in the right direction this week, compared to the rolling average?
What each role needed
- One reliable view of the business — not six conflicting ones
- Read the picture in minutes, not over a working day
- See whether the trend was improving or worsening, not just the absolute number
- Have their numbers represented fairly across the merged business
- Know which figures get reported and how they're calculated
- Stop manually compiling reports for the executive team
- Make decisions on shared, normalised data after a four-company merger
- Replace duplicated analyst time with a single trustworthy source
- Reduce the lag between something happening and leadership knowing
Approach
I treated this as a product, not a report. Stakeholder interviews drove the spec; the data model and the interface were designed in lockstep.
I completed a Qlik Data Analyst course before the build so I could own the ETL end-to-end rather than hand it off mid-flight.
What I designed
Outcomes
What changed for each role
- Six reports collapsed into one dashboard
- 100% of stakeholders reported a clear view of the business
- Time to read the business fell from a week to minutes
- One shared definition for project identity, calendar and metrics
- Manual report compilation removed from the weekly rhythm
- Decisions made against normalised, shared data after a four-company merger
The role was eliminated before the dashboard reached full deployment.