Enterprise Reporting Platform Roadmap
Client: Provincial Gaming and Lottery Operator
Role: UX Design and Project Lead
Collaborators: Business End-Users, Technical Lead, Project Manager, Data Analyst, UX Designer, Business Consultant, Executive Stakeholders.
Objective
The operator needed to rationalize more than100 legacy reports to reduce licensing overhead and transition to cloud-based services. The primary goal was to drastically reduce report volume through a strategic migration roadmap without losing critical business insights.
The Design Process & Delivery
I led a cross-functional team through a comprehensive usage assessment, applying a user-centred lens to report rationalization.
Persona-Driven Discovery: Through persona workshops with core business domains, we identified redundant reports and opportunities for consolidation that were previously undocumented.
Data-Driven Matrix: Working with data and technology teams, I established a retention classification matrix based on measurable criteria for migration.
Roadmap Prioritization: We evaluated report viability by balancing user need against technical complexity, producing a phased migration roadmap, including opportunities for AI accelerators to speed up execution.
Outcome
The rationalization led to a 50% reduction in migration effort. Beyond cost savings, the project shifted the organization’s reporting strategy toward business user needs rather than technology use cases, enabling more actionable decision-making.
I applied a user-centred lens to report viability — assessing whether each report served a clear business objective and met a meaningful standard for usability.
Assessment criteria applied across the full report inventory — balancing technical feasibility with user value to guide migration decisions.
We mapped the end-to-end workflow across integrated systems to surface friction points and identify consolidation opportunities.
UX-driven, data-informed analysis — surfacing efficiency gains and the highest-impact migration priorities.