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2026-04-12

Automating weekly KPI packs for a regional operations team

From spreadsheet chaos to a single source of truth dashboard with alerting.

Before

Regional leads maintained seven disconnected spreadsheets. Leadership received KPIs on different cadences, and exceptions were caught late.

Process

We mapped critical metrics, unified definitions in a lightweight warehouse layer, and shipped a dashboard with email digests plus threshold-based alerts.

Outcome

Reporting time dropped from 12+ hours weekly to under 2, and exception response time improved materially in the first month.

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