Enterprise workflow exploration

Enterprise Deliverable Automation: Scaling report production

Automated report generation concept showing a populated presentation and reusable reporting tools

Monthly and quarterly tracker deliverables involved substantial repetitive work for project teams and designers. They updated data, rebuilt charts, corrected layouts, and reviewed output, mainly in Microsoft PowerPoint and Google Slides. Separately, I used Figma to test whether a structured design system could provide the components, naming, and metadata an automation workflow would need.

Over three weeks, I extended that investigation across all three ecosystems and built working prototypes. I used them to test whether automation could reduce production work while keeping deliverables editable and easy to review. The prototypes showed how much the automation approach depended on structured templates, metadata, and data readiness.

Role: Sole Product Designer & Prototype Builder
Product: Enterprise reporting workflows
Scope: Workflow strategy, system design, and technical prototyping
Timeline: Three weeks

Prepared data flows to report production, review and corrections, and client delivery, with production and review repeating as a cycle — Recurring reports moved through repeated production and review cycles before they were ready for clients.

Figma presentation components, typography, color tokens, and chart modules — Reliable content population depended on structured components, naming, and metadata.

Structured source data in a spreadsheet — Structured data and template mapping produced an editable first draft inside an existing reporting workflow.

Reusable PowerPoint chart template — Structured data and template mapping produced an editable first draft inside an existing reporting workflow.

Where It Landed

The three prototypes showed that each ecosystem could generate an editable first draft. They also made the dependencies clear: structured templates, reliable content mapping, production-ready data, and human review. This remained an exploratory feasibility study and did not move into production.