Getting metrics out of the dashboard and into the decision

01 · Problem

The problem behind the problem

The data existed but was fragmented across areas, tools and interpretations. The organization needed to turn indicators into better questions and traceable actions.

02 · Decisions

How I turned context into action

• Analyzed 100+ communities to identify performance patterns and prioritization opportunities.
• Structured a metric catalog (business, financial, product, experience, technology, operations and efficiency) as a single source of truth.
• Modeled breakdown, correlation and causation relationships between indicators.
• Contributed to a conversational agent using a language model and retrieval-augmented generation (RAG) over the metric catalog.
• Integrated the executive dashboard with the execution tool (IU Click) to shorten the cycle between insight and action.

03 · Metrics

Results and observed signals

• Conversion of data insight into action from 25% to 65%. How it was measured: Traceability from dashboard to feature (strategy → OKRs → initiatives → backlog → delivery).
• Adoption of objectives and key results (OKRs) from 35% to 90%. How it was measured: Strategic discovery with leadership and A/B testing; feedback cycle reduced by 30%.
• Data governance maturity from 15% to 55%. How it was measured: Metric standardization via the catalog as a single source of truth.
• AI agent among the five most-used solutions in the bank in 2025. How it was measured: Language model with RAG and an ontology over the metric catalog.