Case studies

Reporting leadership evidence

De-identified examples of KPI governance, reporting assurance, performance measurement, documentation uplift, and executive decision support.

Priority

Voice of the Client - Contact Journey and Service Friction Review

De-identified review of client contact drivers, service friction, avoidable contacts, and improvement priorities across a large service division.

  • Created a de-identified baseline for service improvement prioritisation.
  • Supported a 2,500+ person service division with structured evidence.
Service AnalyticsKPI FrameworksSnowflakeSalesforce/PACE
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Priority

PACE Productivity Impact Measurement

Methodology for measuring productivity impacts during a major Salesforce/PACE platform transition.

  • Covered approximately 2,200 staff in productivity measurement logic.
  • Supported weekly executive monitoring during transition.
ProductivitySalesforce/PACESASPerformance Measurement
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Priority

Email Inflow and Outflow Measurement Methodology

Replacement of unreliable email demand reporting with a validated, repeatable performance measurement methodology.

  • Replaced unreliable reporting with a validated repeatable methodology.
  • Improved demand visibility and forecasting confidence.
SQLSAS EGWorkforce PlanningData Quality
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Priority

KPI Governance and Reporting Assurance Framework

Controls and documentation framework for defensible, high confidence KPI reporting.

  • Improved confidence in high scrutiny reporting outputs.
  • Reduced reporting risk through standardised controls.
KPI GovernanceReporting AssuranceConfluenceControls
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Executive Reporting Assurance

Assurance controls for executive and externally scrutinised reporting.

  • Supported confident reporting in executive and externally scrutinised settings.
  • Maintained clear traceability from source logic to reporting output.
Executive ReportingAssuranceSnowflakeSAS
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Confluence Reporting Source of Truth Uplift

Knowledge management and reporting documentation uplift to reduce key-person risk.

  • Reduced key-person risk in reporting delivery.
  • Improved onboarding speed and consistency.
ConfluenceDocumentationGovernanceKnowledge Management
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