Project 06
Project:
Custom Tracker Builds
Client:
Pernod Ricard
Company:
UEG
Project Elements
Automated Dashboards: Immediate access to real-time reporting for sales, marketing, or event KPIs, enabling swift decision-making.
Project Trackers: Implement timeline-driven tools to manage tasks, budgets, and resources effectively.
Interactive Forms & Templates: Create customized quoting tools, intake forms, and scheduling sheets to streamline your processes.
Data Visualization: Develop clean, branded charts and reports that communicate your data's story clearly and compellingly.
Formulas & Scripts: Smart automation to reduce manual entry and human error.
Key Responsibilities
Stakeholder Discovery: Assessed tracking needs across legal, finance, and resource teams; documented workflows, approvals, and reporting gaps.
Tracker Design: Built an interconnected, multi-tab tracker to monitor fees, OOP/legal costs, resource hours, and budget allocations.
Smart Logic & Calculations: Added formulas to flag budget overruns, auto-calculate burn rates, and compare actuals vs. forecasts.
Executive Dashboards: Created visual summaries by client, project, or department using charts, pivots, and conditional formatting.
User-Friendly UX: Enhanced data entry with dropdowns, validations, and protected fields to reduce input errors.
Training & Adoption: Provided documentation and live sessions to support team onboarding and confident tracker use.
Opportunities for Problem-Solving During Planning & Execution
Aligned Stakeholders: Standardized data, workflows, and reporting across legal, marketing, and finance.
Managed Complex Billing: Tracked multi-brand fees and legal costs with audit-ready logic.
Streamlined Budget Codes: Built a flexible system for accurate allocation and forecasting.
Balanced UX & Functionality: Designed for finance precision and project team usability.
Led Change Management: Drove adoption with training, documentation, and feedback loops.
Built for Scale: Created a modular, scalable tracker for growing brand portfolios.