Warehouse Productivity Dashboard

Transaction reconciliation was fragmented across teams, leading to discrepancies and financial risk.

The platform was designed to centralise transaction visibility and provide a single source of truth for stakeholders, finance teams, and account billers.

Designing financial systems is about creating a shared understanding of data. The focus was on structuring information to support accurate, efficient reconciliation across teams.


Warehouse operators lacked a clear way to monitor work allocation and productivity in real time.

The Warehouse Productivity Dashboard was designed to centralise key metrics into a single, easy-to-read view for faster assessment and decision-making.

The focus was on presenting the right information at the right level of detail to support fast, real-time decisions.

🧠 Problem

Billing and reconciliation relied on disconnected processes across multiple stakeholders, resulting in:

Billing and reconciliation relied on disconnected processes across multiple stakeholders, resulting in:

  • Limited visibility into transaction status and history

  • Discrepancies caused by inconsistent or incomplete data

  • Time-consuming reconciliation and investigation workflows

  • Risk of financial loss due to errors and misalignment


Different teams reviewed transactions in different ways, making it difficult to:

  • Align on accurate data

  • Identify issues quickly

  • Resolve discrepancies efficiently

🎯 goal

Design a platform that:

Design a platform that:

  • Centralises transaction data into a single source of truth

  • Improves visibility across stakeholders, finance, and billing teams

  • Supports efficient reconciliation and discrepancy investigation

  • Reduces risk associated with inconsistent or fragmented data

⚙️ Approach 1

Centralising transaction visibility

Centralising transaction visibility

Consolidated transaction data into a unified platform accessible to all stakeholders.

👉 Ensures everyone works from the same source of truth.

⚙️ Approach 2

Structuring information for reconciliation workflows

Structuring information for reconciliation workflows

Designed views that align with how finance teams and billers:

  • Review transactions

  • Investigate discrepancies

  • Validate data

👉 Reduces time spent interpreting and cross-checking information.

⚙️ Approach 3

Improving cross-team alignment

Improving cross-team alignment

Standardised how transaction data is presented across stakeholders.

👉 Minimises inconsistencies and reduces misalignment between teams.

⚙️ Approach 4

Simplifying investigation and validation

Simplifying investigation and validation

Prioritised clarity and structure in how discrepancies are surfaced and reviewed.

👉 Enables faster identification and resolution of issues.

📦 Outcome

  • Improved shared visibility into transactions across stakeholders, finance teams, and billers

  • Reduced discrepancies by standardising how data is viewed and interpreted


  • Enabled faster reconciliation and investigation workflows


  • Lowered risk of financial loss by improving data consistency and alignment


© 2026 · Built on Framer · Optimised for Web

EEmmaaiill
LLiinnkkeeddIInn

© 2026 · Built on Framer · Optimised for Web

EEmmaaiill
LLiinnkkeeddIInn