Internal dashboards and workflow automation
Snapshot: custom dashboards and workflow automation that replaced manual finance reports with live cost-per-client views.
Client
Higher-ed software company
Engagement
Discovery + weekly builds
Tech Stack
Related services
The Challenge
What was the problem?
Several departments ran on manual steps. Finance spent hours assembling reports and had no clean way to see cost per client or spot trends across the book of business.
The Solution
The approach
I built internal tools and dashboards for the workflows each team actually ran. For finance, that meant interactive views that calculate and show cost per client instead of another spreadsheet pass.
Discovery
Listed the manual steps that ate the most time in each department.
Dashboards
Built views for the numbers people already asked for every week.
Cost analytics
Automated cost-per-client breakdowns for finance.
Automation
Replaced the most repetitive handoffs across 5+ departments.
Results
What changed
Outcomes from the work as shipped — no extra claims beyond what is on this page.
Finance reports generate without a manual rebuild
Cost per client is visible without a spreadsheet hunt
5+ departments on clearer workflows
Hours of weekly hand work removed
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