Pernod Ricard — Portfolio Tracker Build & Process Automation
Client:
Pernod Ricard
Project:
Senior Project Manager / Systems Builder
Focus:
Process Design • Tool Development • Data Visualization
Company:
UEG
Snapshot
Objective: Streamline cross-functional collaboration between legal, marketing, and finance.
Deliverable: Custom-built Portfolio Tracker consolidating project, budget, and resource data across global brands.
Scope: Unified reporting for multi-brand operations, replacing fragmented Excel reports with an automated, user-friendly framework.
Outcome: Delivered a scalable system that increased data accuracy, reduced reconciliation time by 40%, and became a standardized tool across multiple brand teams.
The Brief
Design and implement an integrated tracking solution to unify financial reporting, creative production visibility, and operational alignment across multiple brands and regions.
My Role
Conducted stakeholder discovery sessions to map workflows, reporting needs, and approval chains.
Built a multi-tab portfolio tracker connecting project fees, legal costs, and budget allocations with live formulas and conditional logic.
Developed real-time dashboards summarizing project health by brand, budget, and department.
Implemented data validation systems and dropdown fields to ensure accuracy and ease of use.
Led change management and team training for cross-department adoption.
What I Built
Cross-Functional Alignment: Unified inconsistent data inputs and definitions of success across legal, marketing, and finance.
Complex Billing Structures: Engineered conditional formulas and category logic to track brand-specific fee types and legal costs.
Budget-Code Governance: Created a flexible yet controlled coding system for accurate roll-ups and forecasting.
Usability vs. Functionality: Balanced financial rigor with user-friendly design to encourage adoption.
Change Management: Led onboarding, training, and feedback loops to transition teams from legacy tools.
Scalability: Future-proofed the tracker for additional brands and higher project volume through dynamic references and modular templates.
Complexity & Problem‑Solving
Automated Dashboards: Visualized KPIs for spend, project health, and resource utilization.
Interactive Templates: Custom intake forms and quoting tools to streamline submissions.
Data Automation Scripts: Conditional formulas and variance alerts for proactive budget control.
Branded Reports: Pivot-based data visualization for leadership insights.
UX Enhancements: Clean interface balancing usability and financial rigor.
Process & Tooling
Cross-Functional Alignment: Unified inconsistent data inputs and success metrics between teams.
Complex Billing Structures: Engineered dynamic logic for multi-brand fee tracking.
Governance vs. Flexibility: Balanced data integrity with adaptable input options for growth.
Change Management: Developed training modules and rollout strategy to drive adoption.
Scalability: Modularized formulas for future brand expansion and higher project volume.
Artifacts
Portfolio Tracker (Redacted): Master spreadsheet with dynamic dashboards and budget logic.
KPI Dashboard: Aggregated brand health metrics in real time.
Workflow Diagram: Visualized process alignment between finance, marketing, and legal.
Training Deck: Adoption guide and rollout documentation for internal teams.
