"Backlog visibility and turnaround tracking for a team managing 300+ cases a month across five spreadsheets."
Sector
Services · Operations
Client
Service delivery team · Central Scotland
Timeline
4-week engagement
Tools used
Power BI · Excel · SQL
The challenge
The team managed 300+ cases a month across five separate spreadsheets. There was no shared view of workload, no consistent definition of turnaround time, and six hours of manual consolidation went into every monthly report.
The approach
We agreed one definition of turnaround time across the team, structured the five spreadsheets into a single SQL-ready data model, and built a Power BI dashboard with live backlog age tracking and SLA visibility.
The outcome
Senior managers had a shared workload view for the first time. Backlog age tracking made it easier to prioritise before SLA breaches. Six hours of monthly consolidation was eliminated.
KPIs in the dashboard
Tools used
Anonymised engagement — service details generalised.
Dashboard views
Each view was designed around a specific reporting question, not just a default chart layout.
Book a free data review. We look at your current reporting and data setup, agree the KPIs that matter, and give you a clear scope covering reporting structure, AI readiness, and price before any work begins.
Next step
We scope every project with a free 30-minute data review so you know exactly what you will get, what it will cost, and whether AI integration makes sense for your data setup before any work begins.
