WorkHalyard Capital
Halyard
- Challenge
- Quarterly reporting as email attachments
- Outcome
- A live portal partners actually open
- Client
- Halyard Capital
- Services
- Data & Integration + Web & Mobile
- Industry
- Financial Services
- Year
- 2024
halyard
Halyard reporting portal on a phone
The challenge
Halyard sent investors a 40-page PDF once a quarter. Partners read the first two pages on a phone, in a taxi, and emailed an analyst for anything else.
The reporting was accurate and nobody used it. That is a delivery problem dressed up as a data problem.
halyard-halyar
- Pages to first answer
- 40pp → 1
- Partners active monthly
- 71%
- Quarterly close time
- −4 days
Our approach
We started from the three questions partners actually asked the analysts, put those on one screen, and made everything else reachable in a tap rather than printed by default.
The underlying pipeline was rebuilt at the same time, because the old reports were assembled by hand each quarter and no interface fixes that.
- Engagement
- Discovery → Project, 10 weeks
- Stack
- Next.js, TypeScript, PostgreSQL, dbt
- Team
- Three from Intervia, two from Halyard
Gallery
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