Automating Monthly Partner Billing Data

This project involved re-regulating Bellhop's operating practices for capturing specific financial data about corporate partners, aligning multiple teams on the source of the data, and querying the company database to execute a single Tableau workbook that standardized the multiple files each separate team was using previously. Creating a single source of truth for financial data gives more transparency into partner-related expenses, and also decreased the work time of multiple teams each month during the billing cycle. The workbook is also structured to be flexible to adjust with the company’s rapidly-shifting processes and initiatives in the future.