Enterprise Reporting Platform Roadmap

Client: Provincial Gaming and Lottery Operator

2025 (10 weeks)

Role: UX Design and Project Lead

Worked with: End-Users, Technical Lead, Project Manager, Data Analyst, UX Designer/Business Consultant, Executive Stakeholders.

Objective

A Provincial Gaming and Lottery Operator needed to rationalize the migration of over 100 reports developed on two legacy platforms. They had high licensing overhead, inhibiting future strategic growth while they are progressing to implement modern cloud services. The primary goal was to drastically reduce the sheer volume of reports that required migration.

The Design Process & Delivery

I led a cross-functional team to conduct a comprehensive report usage assessment and execute a migration roadmap to a cloud-based SaaS Business Intelligence (BI) solution, ensuring a user-centred outcome for rationalization.

Focusing on what business users actually used and valued most, we concentrated on report user groups from two core business domains. Through persona workshops, we discovered users frequently identified redundancies and opportunities for improvement in the existing reports.

This close collaboration with business users and the data/technology team allowed us to identify significant opportunities for consolidation and decommissioning. We defined clear, measurable criteria and created a data-driven matrix for report migration and retention classification.

We applied user-centred design thinking to evaluate the desirability and viability of reports from the business user perspective, balancing their needs with technical and data complexity for migration. We co-delivered working sessions to produce key artifacts, including persona canvases and user journeys, which were instrumental in identifying specific consolidation and decommissioning opportunities.

The final roadmap included recommendations for the logical sequencing order in implementation and the possible integration of AI accelerators for rapid execution.

Outcome

The clear rationalization led to at least a 50% reduction in migration efforts by cutting the volume of reports to be migrated by half. Furthermore, insights derived from the persona exercise paved the way for a more strategic future reporting design, centring on business user needs rather than a purely technology use case, to enable actionable insights for decision-making.