01 / The problem
Reporting took three days a month.
The content operations lead inherited a spreadsheet fed by a dozen sources. Every month, she pulled the numbers, pasted them into the right tabs, checked that nothing had shifted, and copied the results into the leadership deck. Only then could she start analyzing what had changed and why.
02 / The redesign
One place for the data, with a report that could refresh.
Tamara consolidated the raw data into one tab and set up calculations for month-over-month and year-over-year growth. Pivot tables gave the content team a view of the month’s results without sorting through the raw data.
She linked the spreadsheet to the leadership deck so refreshing the slides pulled in the latest numbers. She used an approved AI tool to draft talking points from the data and the team’s strategy, then edited them before they went to leadership.
03 / The result
The content team got time back to analyze the results.
The full reporting cycle dropped from three days a month to about three hours. The time once spent assembling the deck could go into explaining what the numbers meant for the content team.
Tamara’s manager encouraged her to share the workflow at an internal AI showcase. Once the process was visible, the wider team took it a step further by embedding live dashboards directly in the leadership deck.