Consulting Focus

The problem
Many organizations want self-service analytics, but lack the structure to support it. As a result, dashboards proliferate while dependency on analysts remains high.

How I typically engage
I design self-service analytics frameworks that clarify:

• Who owns which metrics

• How data is accessed and governed

• When dashboards should replace manual reports

This includes standardized dashboard templates, reusable data pipelines, and clearly defined usage patterns that allow analytics to scale without increasing complexity.

Representative outcomes

• Reduced analytics backlog by 20–25% by converting repeat reporting requests into governed self-service solutions

• Eliminated manual wrangling through standardized pipelines and templates

• Enabled enterprise-wide visibility into KPIs and OKRs through consistent reporting structures

The problem

Ad-hoc Excel and text-based reporting often persists even in mature organizations, creating risk, inefficiency, and inconsistent decision-making.

How I typically engage

I help teams transition from manual reporting to governed, automated analytics systems by:

• Replacing static reports with automated pipelines

• Designing reporting structures aligned with compliance and audit requirements

• Establishing ownership, refresh logic, and documentation from the outset

Representative outcomes

• Automated regulatory and compliance reporting using SQL and Python, producing compliance-ready outputs

• Delivered seven-figure net present value (NPV) over five years by replacing manual reporting processes

• Saved hundreds of hours per month through automation of operational and regulatory reporting

The problem
Analytics initiatives often fail not because of tooling, but because teams are not equipped to use new systems confidently or consistently.

How I typically engage
Enablement is embedded into delivery. I focus on:

• Framework-based training rather than tool walkthroughs

• Helping teams understand how analytics fits into decision-making

• Providing documentation and patterns teams can reuse independently

This approach emphasizes adoption, not handoff.

Representative outcomes

• Delivered client training and enablement sessions that improved data literacy and sustained usage

• Increased stakeholder confidence in analytics outputs across enterprise and nonprofit environments

• Reduced reliance on analysts by equipping teams to work within established frameworks

The problem
Analytics leaders often inherit fragmented reporting environments, growing demand, and unclear expectations from stakeholders.

How I typically engage
I support leaders by helping them:

• Assess which reporting requests should move to self-service

• Define analytics operating models and delivery standards

• Establish governance without slowing delivery

This work often spans assessment, framework design, and phased implementation.

Representative outcomes

• Launched a Self-Service Analytics Framework within an enterprise analytics organization

• Standardized dashboard creation and delivery processes, reducing build time and rework

• Supported leadership visibility into organizational performance through OKR dashboards and pipelines

In large, enterprise environments, I’ve supported analytics initiatives through organizational change, competing stakeholder priorities, and evolving approval processes. Feedback from partners consistently highlights my openness, collaborative approach, and ability to challenge ideas constructively while guiding teams toward outcomes that serve both the business and the data.

This work has included supporting executive-level reporting and OKR tracking initiatives in regulated contexts, where trust in the data, clarity of communication, and alignment across teams are critical to success.

Environment: Tableau (Prep, Desktop, Cloud), Amazon Athena, SQL, Confluence, Jira

Contracted with Vanguard’s Chief Data Analytics Office (CDAO), supporting the OGC DnA team (Office of General Counsel - Data and Analytics Team).

Highlights:

• Led the development of self-service Tableau dashboards to modernize manual reporting processes and improve access to real-time insights.

• Designed and optimized data pipelines to automate data extraction and reporting workflows, enhancing operational efficiency.

• Established a scalable dashboard development framework, standardizing templates and design practices to streamline analytics delivery.

• Built integrated data solutions connecting enterprise tools and platforms, enabling automated updates and improved data governance.

• Translated stakeholder reporting needs into technical user stories and acceptance criteria, then led user acceptance testing (UAT) by coordinating pilot reviews, gathering feedback, and refining dashboards to ensure alignment with business goals.

• Collaborated with cross-functional stakeholders to support the adoption of self-service analytics and promote a data-driven culture across departments.

Environment: Tableau (Desktop, Server, Cloud), Alteryx, Snowflake, dbt, SQL

At The Information Lab US, I deliver end-to-end analytics solutions to clients across various industries, including financial services, nonprofits, insurance, and retail. I focus on building scalable self-service BI frameworks and automating reporting workflows to drive actionable insights.

In addition to client engagements, I actively contribute to internal initiatives, process improvements, and professional development programs within the organization.

Key Contributions:

1. Professional Development: Completed a rigorous 4-month training program focused on advanced Tableau, Alteryx, and SQL skills. Served as Project Manager on client-facing engagements and contributed to eight successful analytics projects.

2. Client Engagements: Led and contributed to projects delivering tailored analytics solutions using Tableau and Alteryx, designing interactive dashboards, optimizing data pipelines, and enabling self-service reporting across diverse industries.

3. Training and Enablement: Conducted public and private training sessions and webinars, improving data literacy and helping organizations maximize their use of Tableau and Alteryx.

4. Internal Projects: Developed internal analytics tools and workflows, enhancing the efficiency of data preparation, dashboard development, and reporting processes.

5. Mentorship: Mentored junior consultants on analytics tools, workflow, client-facing best practices, and communicating visualizations to fit business narratives.