I had a task to make dashboards for the director and owners of the company, to make them see the "health" of the business in dynamics and deviations. We have a lot of KPIs in projects and finances, complex calculation formulas, but primary data collected in 4 different systems. It was hard for me to put together methodics and techniques into one whole picture, I am not a financier or a programmer.
Alex communicated with my colleagues from IT and Finance departments, translated their arguments into clear language of terms, risks and labor costs. He helped to look at the information look through the eyes of the customer and offered different options, from which we understood how the whole system would work.
As a result, we have understood how to convert our accounting policy to one format for comparison different branches of business on dashboards. Even the pilot dashboard in Excel became a working tool. We started to manually clear the data and accumulate statistics to ensure against many risks in a large project of automation of reporting. We plan to start the project soon and continue our work with Alex and his team.