Project Details

🧩 Background

CS and operations lacked data transparency for processing efficiency. Existing reports were either nonexistent or unreliable.

🧠 My Role

I designed several new reports using SQL and Report Builder to surface key metrics around transaction histories, open orders, receipt timing, and processing velocity.

🛠️ Tools Used

Oracle SQL
Microsoft Report Builder
VBA for field logic and customization

🚀 Outcome

Enabled daily monitoring of operational KPIs
Empowered teams to proactively address bottlenecks
Helped leadership assess client and team performance with data

✏️ Report Name	🛠️ Purpose	🌟 Impact
📄 Transaction Histories	Track all customer interactions and order movements across systems.	Surface patterns, uncover recurring issues, and support informed resolution.
📦 Open Orders	Display real-time statuses of active, pending, and overdue orders.	Increase visibility, enable prioritization, and improve follow-up.
🕓 Receipt Timing	Compare expected delivery dates with actual receipt timestamps.	Evaluate vendor reliability and identify inconsistencies in fulfillment.
⚡ Processing Velocity	Analyze speed of order handling by team and workflow.	Reveal bottlenecks, benchmark team performance, and guide staffing.