For each of the product lines that Microsoft developed for its partners to sell during its history, it had also developed a special type of reporting dashboard. At the time of this project, some partners were required to access as many as seven of these dashboards to get a complete view of their financial relationship with Microsoft, and many of the dashboards were not user-friendly. They needed both a recommendation on what would most improve and streamline the dashboards...and to weigh that against what could realistically be implemented.

As the design lead for a team from Slalom Consulting in 2016, I led the assessment of how Microsoft's partners used the existing reporting dashboards by conducting a discovery exercise with Microsoft staff and requirements gathering interviews with CEOs, COOs, and finance staff from representative Microsoft partner companies worldwide. Next, I performed a content audit of all data visible either onscreen or in a downloadable report (and wrote notes to educate myself and my team on how that data was used). Finally, I collaborated with Microsoft engineers on wireframes for a consolidated portal with glossy high-level data displays for executives...and normalized data, reporting schedules, and workflows for the rank-and-file finance staff. This huge undertaking was developed and launched the following year.