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Strategic Impact
Rebuilding BI Infrastructure for Operational Clarity
Requirements Gathering and Data Assessment
The rebuild started with what the dashboards needed to answer, not what data was available. Requirements from engineering leadership and project managers established the specific decisions the reporting needed to support before any data connections were assessed or layouts redesigned.
Enhanced Dashboard Development
The dashboard suite was rebuilt around operational decisions, not available data fields. Corrected data connections, restructured layouts, and new tabs were designed around what the team needed to see, replacing the report structure that had been built around what was easiest to surface.
Validation and Documentation
The team signed off on metric accuracy before anything went live. All dashboard outputs were validated against source data, confirmed correct with the project management team, and documented covering data sources, calculation logic, and refresh schedules.
Actionable Metrics Design
Every element on every page has a defined audience and decision context. Metrics and visualizations were designed around the specific choices engineering leadership and project managers actually needed to make, rather than generic KPI coverage.
Self-Service Reporting Capability
The team can build and modify reports without returning to an external resource. Dashboards were configured for self-service use, with training and documentation enabling the team to extend the reporting layer independently as the portfolio grew.
BabyBots Impact Assessment
Portfolio Visibility That Drives Decisions
Enhanced Power BI dashboards gave engineering leadership and project managers real-time portfolio visibility, replacing fragmented reporting with a single, reliable source that reflected how the business actually ran. The dashboards became tools the team used to make decisions, not outputs they questioned before acting on.
- Dashboard navigation and metric interpretation for project managers and leadership
- Training on data refresh procedures and connection management
- Guidance on adding new projects and metrics as the portfolio evolves
- Documentation review for independent long-term management
- Enhanced Power BI dashboard tabs covering project status, resource utilization, margin, and milestones
- Data source connections and transformation logic documentation
- Stakeholder-specific views with self-service filtering and drill-down capability
- Technical documentation covering maintenance and data refresh procedures
Project Journey
Project Timeline
Phase 1
PM Dashboard — Phase 1: Requirements Gathering & Data Source Assessment
Gathered requirements from stakeholders across project management, finance, and operations. Assessed existing Power BI data sources, connection methods, and reporting gaps to establish a clear brief before any dashboard development began.
Phase 2
PM Dashboard — Phase 2: Dashboard Design & Development
Designed and built new and enhanced Power BI dashboard tabs covering project status, resource utilization, margin tracking, and milestone performance. Structured each tab to serve specific stakeholder groups with self-service filtering and drill-down capability.
Phase 3
PM Dashboard — Phase 3: Validation, Stakeholder Review & Refinement
Validated dashboard accuracy against source data, conducted stakeholder review sessions, and incorporated feedback through iterative refinement. Ensured every metric was aligned to how project managers and leadership actually evaluate performance.
Phase 4
PM Dashboard — Phase 4: Documentation Delivery & Knowledge Transfer
Delivered technical documentation covering data source connections, transformation logic, maintenance procedures, and data refresh workflows. Conducted knowledge transfer sessions with project managers and leadership on dashboard navigation and self-service capability.
Engineering / BI & Analytics
A dashboard nobody trusts is not a tool. It is a risk waiting to be acted on.
The team can build and modify reports without returning to an external resource. Dashboards were configured for self-service use, with training and documentation enabling the team to extend the reporting layer independently as the portfolio grew.
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BabyBots is an enterprise technology partner with expertise across process automation, AI systems, data intelligence, and platform architecture.
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