MSM - Reporting & Analytics

Microsoft | 2021-2023

I owned the design direction for MSM’s Reporting & Analytics experience to streamline workflows, improve clarity, and prepare for future compliance standards. I partnered with PMs, Engineers, & Data Scientist.

Context & Challenge

  • Users lacked transparency in reporting periods.

  • Report creation was inefficient and duplicative.

  • UI inconsistencies reduced trust in reporting accuracy.

Impact

  • Reduced time and effort: Enabled customers to generate more detailed reports in half the time.

  • Elevated team knowledge: Presented MSM Reporting & Analytics design rationale and roadmap at MC4S Day of Learning and XR Review, increasing cross-team understanding and shaping leadership feedback.

  • Improved user clarity & control: Designed experiences for reporting years, naming conventions, period start/end visibility, and status management (“open,” “in review,” “closed”)—giving users more transparency and control.

  • Streamlined report preparation: Successfully launched Report Preparation Enhancements (Apr 2023), enabling users to include multiple data categories in a single report—saving time, reducing duplication, and supporting more detailed reporting.

  • Future-proofed designs: Anticipated long-term needs by incorporating Water and Waste categories, preparing for CSRD compliance, and aligning reporting workflows across teams.

  • Strengthened product polish & usability: Collaborated with engineering through detailed page reviews to ensure reporting experiences were consistent, pixel-perfect, and data-rich.

  • Increased design and operational excellence: Proposed streamlined redesigns, hosted wall reviews to refine visuals, and used out-of-box UCI components (e.g., Restatements) to accelerate development and reduce engineering effort required with custom components.

  • Expanded feature set: Designed the “Data Archival” capability within existing reporting frameworks, enhancing discoverability by extending familiar menus and status options.

  • Supported customer success: Partnered with PM and engineering to rapidly iterate for BBC demos, ensuring MSM could meet customer requests beyond standard reporting features.

Final Solution

Data Dashboards

Turning complex environmental data into actionable insights so users can easily track and understand their emissions data to improve their organization’s sustainability efforts.

Data Archival

Streamlines the user experience by keeping workspaces clean and focused while preserving historical records for trust, compliance, and easy access.

Restatements

Report restatement updates published reports to fix errors or add new data. By making corrections transparent and clear, it builds user trust, reduces confusion, and ensures confidence in data accuracy.

Reporting Period Definition

Reporting period definitions set the timeframes for organizing data, giving users clarity, consistency, and trust in insights so they can make confident decisions.

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