Leticia Reid is currently completing her apprenticeship and is already having a positive impact on how her team handles data and reporting. By introducing automation through tools like Power BI, SharePoint, and Power Automate, she has reduced time spent on manual tasks and helped improve the efficiency of regular reporting processes.
Reducing Reporting Time from a Day to a Few Hours
Leticia previously spent a full day each month manually counting and cleaning data in Excel. After implementing automation, this task now takes just a few hours.
Using SharePoint and Power Automate to clean data and Power BI to visualise it, Leticia has helped streamline the process of preparing monthly reports, freeing up time for other priorities within the team.
Reducing Manual Work Without Additional Costs
By automating tasks that were previously done manually, Leticia has helped her team avoid the need for extra resources or external support. Her dashboards have made it easier for the team to access data and focus on strategic work, rather than spending time on data entry and formatting.
Her skills in Power BI and automation have also filled a capability gap within the team, allowing for more efficient and consistent reporting.
Improving Team Collaboration
Leticia’s work has made data more accessible and easier to interpret within the team. With automated reports in place, collaboration around reporting and decision-making has improved, as team members can more easily see and respond to trends.
Recognition and Strategic Involvement
Leticia’s contributions have been recognised by both her line manager and senior leadership. As a result, she has been invited to take part in more data-focused discussions and projects.
Her ability to develop dashboards and automate reporting has helped highlight opportunities for further process improvements within the organisation.
Potential for Wider Use
The dashboards and workflows Leticia has developed have the potential to be reused by other teams or projects. Their structure makes them adaptable for similar reporting needs across the organisation, supporting wider efficiency improvements.
Building Skills and Taking on New Challenges
Since starting the course, Leticia has taken on increasingly complex tasks, including predictive modelling. She credits the programme with giving her the skills and confidence to automate reports and build dashboards, something she hadn’t done before.
