Beyond the dashboard: a cross-capability approach to data strategy
Our client, a Fortune 200 payment technology company, underwent a transformative project with Turnberry, resulting in the development of a dynamic, integrated reporting system that saved hundreds of hours and significantly improved operational efficiency.
Client challenge
Our client faced a critical need to enhance its C-suite enterprise key performance indicator (KPI) reporting. The existing process relied heavily on manual efforts, involving emails and PowerPoint presentations, leading to inefficiencies and errors. With over 170 KPIs spread across six global regions, the challenge was compounded by numerous manual bottlenecks, causing delays and inaccuracies.
To address these issues, the client wanted to automate and standardize its reporting process, aiming for a clearer and more efficient display of KPI information through a centralized dashboard. After exploring various vendor options, the client turned to Turnberry based on our demonstrated expertise in staff augmentation and data solutions from past projects. Our proven track record in these areas played a pivotal role in the decision-making process.
Choosing Turnberry was a strategic decision, rooted in the trust that we would deliver a precisely tailored solution rather than resorting to a generic or overstaffed approach. By partnering with us, the client aimed not only to reduce manual effort and eliminate bottlenecks but also to enhance the readability and accuracy of its reports, ultimately empowering its C-suite with actionable insights for informed decision-making.
Our solution
Our collaboration kicked off with a thorough understanding of the client’s challenges, goals, and vision for success. We carefully tailored our recommendations to align with the objectives and priorities the client team outlined. For instance, when the client requested a dashboard by quarter-end, we saw an opportunity to offer more.
Instead of solely a dashboard, we proposed a holistic solution that addressed deeper bottlenecks in communication and data governance, provided versatile talent, and committed to an eight-week timeline with future-proofing in mind. We aimed to deliver everything the client needed, not just one piece of the puzzle.
We deployed two seasoned consultants with expertise spanning development and data engineering, fully immersing ourselves in the client’s priorities. Together, this Turnberry team worked diligently to streamline processes and achieve transformative results before the next business quarter.
During the intense eight-week period, we maintained close collaboration with the client, ensuring transparency and shared decision-making every step of the way. This involved daily working sessions to keep communication open and progress steady. In those eight weeks, we:
- Developed 28 Tableau dashboards for a seamless user experience.
- Implemented over 30 metadata fields covering essential metrics.
- Established robust 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 Turnberry 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 Turnberry 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 Turnberry partnership.
