Financial services
Fixing the wrong problem: simplifying reporting instead of building more dashboards
They asked for dashboards. They needed data clarity.
The situation
They asked for a new BI dashboard suite.
What we discovered
The real issue was inconsistent source-of-truth data and manual spreadsheet reconciliation.
What we did
Aligned definitions, consolidated data pipeline, introduced a lightweight reporting layer, removed redundant reports.
The result
Reporting cycle reduced from days to hours. Fewer disputes over numbers. Clear owner for metrics.
Why it mattered
Instead of adding more complexity, we removed it. The team now spends time analyzing data, not reconciling it.
Principles applied
Simplify firstBuild what mattersBusiness outcomes matter