Meet
Email
Slack
WhatsAppEvent history, not snapshots
Reconstruct status changes, reopens, ownership transitions and business-time SLA clocks. Separate active handling, elapsed time and external waiting.
PRODUCT DESIGN / OPERATIONAL INTELLIGENCE
Operations intelligence for financial workflows.
A seven-view dashboard design connecting accounts receivable performance, workload, service levels and financial exposure. Explore how event histories, shared metric definitions and AI-assisted evaluation support operational decisions.
CLIENT PROJECT / INTERACTIVE DESIGN WALKTHROUGH
Executive command centre
Demand, throughput, backlog and SLA risk in one accountable operating view.
This dashboard is based on an operations intelligence project for a client I worked with. Figures shown are illustrative, not client records or measured individual performance.
Normalize before comparing
Adjust interpretation for case complexity, available capacity, assignment mix and sample size. No simplistic productivity league tables.
Exposure is not recovery
Deduplicate invoice references. Separate potential exposure, confirmed recovered amounts and independently verified prevented loss.
Measure outcomes responsibly
Compare manual, assisted, human-approved and straight-through workflows while accounting for selection bias and distinguishing agent runtime from human time saved.
ENGINEERING SCOPE
Designed for auditability from KPI to event.
Seven linked modules, a shared filter model, metric definitions, status and SLA mapping, role-aware drill-through, data-quality indicators, documented adapter contracts and automated calculation tests. Implementation planning connects these requirements to source-system discovery, integration and acceptance testing.
Explore financial assurance and controls ↗Discuss your next project.
Define the problem, assess the opportunities and plan a practical route to an applied AI or automation solution.