Data and analytics · Consumer products

One view of over half a billion dollars in technology investment, live in ten weeks.

At a glance

From hundreds of report visuals to one view leadership acts on.

$500M+

Approved investment tracked against actual spend.

Hundreds

Of technology investments in one executive view.

100+

Data gaps found, each logged with its cause and a fix.

The challenge

Hundreds of charts. No answers.

A Fortune 500 consumer goods company manages several hundred technology investments, worth over half a billion dollars, across business units and regions. Its inherited reports ran to hundreds of visuals over a dozen pages and still could not answer the questions leadership kept asking, and incomplete source data undermined trust in the numbers.

  • Which decisions are open, and who owns them?
  • How does spend compare with what was approved?
  • Which teams are over capacity?
  • Are investments delivering the value committed?
Our approach

Questions before charts.

The client arrived with a list of reports to rebuild. BroadPoint started instead with who would use each dashboard and what they had to decide.

  • Audience, decisions and a 30 second test defined for every dashboard, with 33 leadership questions for demand management alone
  • Every visual traced to a business question and its source data
  • A recommended design for every KPI, which the client confirmed or changed
  • A design in two weeks, which the sponsor took to her leadership team before build began
  • Design signed off before build, with data questions resolved with the client’s data owner as they arose
  • Hundreds of visuals replaced by four executive dashboards on the client’s own data models, live in ten weeks
The impact

What leadership could not see is now on one page.

  • Health, spend, capacity, decisions and demand in one executive view
  • Every figure drills to the records behind it
  • More than 100 data gaps made visible for the first time, each logged with its cause and a fix
  • A roadmap to better data the client owns
  • Dashboards run by the client’s analytics team, with a user guide built into each
What made the difference

Lessons that apply beyond this engagement.

  • Ask what leaders need to decide before designing a single chart.
  • Recommend, then let the client decide.
  • Missing data in plain sight is missing data that gets fixed.
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