Enterprise Solutions

Enterprise Workflow
Automation Dashboard

Design and development of a unified operational dashboard and automated engine. The platform connects content operations, request management, and real-time status tracking to give leaders complete transparency over delivery cycles.

Role
Product Designer
Focus
Data Visualization
Process Automation
Platform
Enterprise Web App
Tools
Figma · SharePoint · Power Apps
Power Automate
Content HUB Dashboard Mockup on MacBook

01 · Overview

The problem

Request and handover processes lacked visibility into team workload, operational performance, and delivery timelines. Communication lived across scattered emails and disconnected spreadsheets.

01

Zero central visibility

Stakeholders could not track active ticket statuses or measure team capacity, causing unpredictable bottlenecks.

02

Manual handover delays

Project folder creation, due date estimation, and assignment alerts relied entirely on manual handoffs.

“This solution transformed our content operations into a data-driven, automated ecosystem, accelerating delivery and unlocking measurable business value.”

02 · Month-to-Date Performance

Operational baseline

By consolidating live data into a centralized hub, we surfaced clear workload distributions and fulfillment velocity across all production channels.

300 Total Requests (MTD) 255 completed · 45 in progress
92% On-Time Delivery +18% vs. prior month
2.3 Days Avg. Delivery Time −70% delivery cycle time

Request distribution by status

  • In Design: 120 requests (40%)
  • Awaiting Review: 75 requests (25%)
  • In Progress: 45 requests (15%)
  • Handover: 30 requests (10%)
  • Other: 30 requests (10%)

Delivery velocity

Delivery trends steadily accelerated through the month, peaking on January 20 with 56 deliveries dispatched in a single day thanks to automated batch handovers.

03 · Automation Engine

Workflows built into the system

We replaced friction-heavy administrative tasks with background automated triggers built with Microsoft Power Platform.

Request intake Dynamic folder generated
Date calculation Proposed deadline set
Team alert Assignment notification
Lifecycle tracking Real-time status updates
Handover trigger Reviewer delivery alert

Active automations

  • Dynamic project folder creation based on specific request criteria
  • Automated calculation of proposed delivery dates
  • Due date reminder triggers before project deadlines
  • Instant team alerts when projects are assigned or delivered
  • End-to-end workflow status tracking across queues
  • Automated handover notifications to quality assurance

Planned AI & advanced triggers

  • AI-assisted request classification and metadata auto-tagging
  • Automatic workload balancing and skill-based task assignment
  • Delivery risk prediction and SLA escalation alerts
  • AI-generated project summaries for executive leadership
  • Duplicate request identification and automated QC checks
  • Deep Teams and Outlook notifications integration

04 · Impact

Business value generated

The platform set a new corporate benchmark, establishing full transparency while reducing unnecessary operational delays.

$300K+ Annual Efficiency Impact Measurable cumulative cost reduction
70%+ Reduction in Cycle Time From intake to final handover

05 · Learnings

Takeaways

01

Visibility changes team culture

When everyone sees the same pipeline data, friction drops and cross-functional teams naturally align on priorities.

02

Automate mundane steps first

Automating folder setup, handoff alerts, and reminders frees significant time for higher-value creative production.

03

Design for executives & operators

A high-performing dashboard must serve both high-level leadership summaries and individual contributor work queues simultaneously.