Independent case study / Business intelligence

Meridian Advisory Group

Workforce intelligence and commercial performance in a fictional professional services consultancy.

Dataset5,000 employeesScope240 projects · 30 clientsToolsExcel · Power Query · SQL · Power BI · Tableau

Simulated business and data. Independent portfolio work, not a client engagement.

01 / The brief

A growing consultancy. A fragmented picture.

Meridian Advisory Group is a fictional professional services consultancy employing 5,000 people across client delivery, management and support functions. Leadership needs a reliable way to understand where employee time goes, how client work is billed and which projects contribute to commercial performance.

02 / The business problem

More hours recorded. Less clarity on profitability.

Inconsistent timesheets, disconnected project codes and unclear cost allocation make financial performance difficult to reconcile. Without trustworthy reporting, decision makers cannot confidently identify underutilised capacity, excessive administrative workload or the true margins of client engagements.

The central question: where is employee time creating value, and where is it being lost?

03 / The analytical approach

Establish trust before measuring performance.

I will audit the original records, document data quality failures, validate employee and project identifiers, and reconcile time, rates, discounts and billing. The resulting data model will support analysis of utilisation, project profitability, operational workload and workforce composition.

Recommendations will be based on measurable patterns rather than assumptions. Nonbillable work is not automatically waste, and any HR comparisons will be considered with appropriate context and privacy safeguards.

04 / Project progress

From raw records to decisions.

01

Raw dataset creation

A purposely imperfect timesheet and reference dataset for investigation and quality assurance.

Available
02

Data cleansing and validation

Power Query transformations, SQL checks, exception handling and a documented audit trail.

Planned
03

Power BI reporting

Financial performance, workforce productivity, HR insight and data quality reporting.

Coming soon
04

Tableau storytelling

Executive visuals that connect analytical findings to operational decisions.

Coming soon

Source material

Raw Data Original

Download Raw Data Original

Excel workbook · Synthetic information · Uncleaned dataset

Upcoming evidence

Analysis will be published as it is completed.

Power BI

Model design, calculated measures, interactive dashboards and operational findings.

Report pending

Tableau

Visual analysis, executive narrative and evidence led recommendations.

Story pending

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