Business Intelligence & Analytics

Projects & Contributions  ·  Senior Enterprise Solutions Engineer, InvestCloud  ·  Microsoft Power BI  ·  Snowflake  ·  DAX
Approach
BI work spans the full lifecycle — from requirements sessions with senior stakeholders through to production-grade reports with documented data models and adoption support. Priority is placed on reports that are actionable: ones that drive decisions and operational processes, not just visualise data.
Atlassian Jira Tempo HubSpot UKG SharePoint Web Analytics Kiplot 8+ SOURCES Power Query (M) + Dataflows Snowflake + DAX Model Microsoft Power BI Reports + Self-service EXTRACT & TRANSFORM SEMANTIC LAYER PRESENTATION Confluence documentation · KPI definitions · Stakeholder ownership
Multi-source semantic-model architecture: end-to-end data flow with governance layer.
Selected Projects
1. Marketing & Sales performance dashboard
Microsoft Power BI · HubSpot · Web analytics
Objective: give Sales & Marketing leadership a single view of digital funnel performance, unifying website, social, and HubSpot data.
  • Designed and built an 11-page Microsoft Power BI dashboard consolidating web analytics, social metrics, and HubSpot into an integrated model with consistent date, campaign, and segment structures.
  • Documented workspace, refresh schedule, dataflows, and ownership in Confluence for ongoing self-service by the Sales & Marketing team.
Outcome

Leadership monitors channel performance, lead generation, and campaign impact in one place with aligned numbers across teams.

2. Tempo weekly timesheet compliance report
Microsoft Power BI · Tempo · PS & R&D
Objective: improve timesheet compliance across PS and R&D with near-real-time visibility of submission and approval gaps.
  • Built a three-section report covering: non-submissions; submitted but unapproved; and no worklogs at all — surfaced by department, sub-department, and supervisor.
  • Configured a 3-hour refresh cycle during the submission window with full Confluence documentation for PS/R&D operations ownership.
Outcome

Single operational dashboard driving weekly compliance, reducing payroll risk and improving accuracy of utilisation and cost reporting.

3. Kiplot / IC Products effort & product reporting
Microsoft Power BI · Kiplot · Tempo · Product
Objective: help Product and leadership understand where effort is going, comparing Kiplot estimates to actual Tempo worklogs.
  • Developed the Kiplot Tempo – IC Products Breakdown report combining initiative data, Tempo worklogs, IC Product mappings, and skill data across three sections: actuals, estimates, and team/skill mapping.
  • Sourced from a curated SharePoint folder and shared dataflows documented for reuse across other reports.
Outcome

Product leaders see effort by product and skill set, compare estimates vs. actuals, and apply insight directly to roadmap and capacity planning.

4. Atlassian user audit & licence optimisation
Microsoft Power BI · Atlassian Jira · Confluence · Compliance
  • Built a report showing per-user access, activity levels, and permission tier across Atlassian Jira, Confluence, and Tempo — with summary views for licence optimisation, training needs, and executive visibility.
Outcome

Repeatable, audit-ready view of Atlassian usage supporting security reviews and reducing unnecessary licence spend.

5. PCG operational ticket & alert trends dashboard
Microsoft Power BI · Operations · PCG
  • Built a weekly operations dashboard with 12-week trend views (created/solved) and 4-week backlog detail — top-level KPIs for management with drilldowns by group/agent and client/environment using conditional formatting to surface issues quickly.
Outcome

PCG has a single weekly dashboard for operational performance, enabling data-driven prioritisation and escalation decisions.