Status: Delivered. Described from our own delivery records. Client identity, brand and commercial terms are withheld. Figures, where given, cover the period stated and nothing beyond it.
Context
A staffing and recruitment group operating multiple branch offices, each with its own placements, revenue, margin and sales team.
Performance data lived in the operational staffing platform, commissions were tracked separately, and financial results arrived through a third route.
The problem
- Benchmarking one office against another required assembling three sources by hand.
- Commission calculation was disconnected from the placement data that drives it.
- Leadership decisions on targets and resource allocation waited on a manual consolidation.
- There was no agreed definition of branch profitability, so different people produced different answers.
What we built
An ingestion pipeline
Pulling operational data from the staffing platform's API into a cloud data store on a schedule, with monitoring and failure alerting.
A modelled reporting layer
With documented definitions for placements, revenue, margin and profitability, so each measure has one meaning.
Dashboards
Covering sales-representative commissions and branch-level financial performance, with drill-through to the underlying records.
How we delivered it
- 1
Agree the measures first
The dozen or so numbers leadership actually decides on, defined before any pipeline was written.
- 2
Build ingestion
From the operational platform, scheduled and monitored.
- 3
Model
The warehouse layer with tested, documented business logic.
- 4
Visualise for the decision rather than for the demo
Commission views for managers, financial views for leadership.
- 5
Govern
Ownership and a change process per measure, so definitions don't drift.
How it was phased
Indicative phasing for work of this shape. Actual duration varies with data quality, access and decision speed.
What the client keeps
- Pipeline code in their own repository
- The warehouse schema and models
- The metric dictionary
- Dashboards they can edit
- The data-quality test suite