Portfolio / Operations Analytics

Operations Analytics

What changed after launch, and what still needs work.

The analytics case uses the same service model, KPI definitions, SQL queries, and 30/60/90-day review to turn operational data into management action.

One set of definitions.

The analysis uses consistent data grain and KPI rules so managers do not rebuild the same numbers differently each week.

45,140service orders in the full analytical set
10SQL analyses
8primary KPIs
5 / 890-day targets met
Operations Analytics case study
SQL

Query Pack

Ten queries cover KPI summary, route-change drivers, assignment errors, inventory delay, closeout, follow-up, capacity, re-service, reporting effort, and the 90-day action list.

SQLOpen SQL
Data model & reporting

Power BI Build Specification

The workbook defines table grain, relationships, KPI/DAX measures, management questions, and six report pages.

XLSXDownload workbook

Five targets met. Three stayed open.

Route stability, closeout completeness, and reporting effort still need attention. The recommended response is specific to those issues rather than a broad redesign of the process.

The 30/60/90 operating results are scenario results. The SQL, model design, KPI definitions, and analysis are the portfolio work.