Client work 2
A detailed Competitive Intelligence report based on custom heuristic criteria






















I am proud of the above case study because it was an enormous undertaking. I was given a deliverable and a time limit and found a way to execute a complex report using spreadsheets and a scoring system that I came up.
However, when I was on this project, I was frustrated by the process and what was being asked. I saw a better way and the untapped potential that we could've been selling to the client.
If I were in charge of this project, I would have delivered a relational database with a front end that generates the charts and graphs needed by these executives. This would've been more scalable, accurate, repeatable, and flexible.
I spoke up at the time and went as far as to reach out on slack in hopes we had some SQL engineers on the team. I even researched the basics of data modeling in preparation for going down this path and created the gist of what I envisioned could work (see below).
I hope this story helps lend some context to my personality. I love processes, thinking of the big picture, and working smarter.
Data model that could've been used for a more scalable version of this project
// Company
Company
id(pk)
name(char) e.g. adp, paychecks
Platform
id(pk)
name(char), e.g. desktop, mobile
PlatformCompany
platform(pk)
id(int)
company(fk)
UserSegment
id(pk)
name(char) e.g., advisor, participant
UserSegmentCompany
UserSegment(pk)
id(int)
company(fk)
MarketSize
id(pk)
name(char) e.g., small, large
MarketSizeCompany
MarketSize(pk)
id(int)
company(fk)
// Competitive Benchmarks
ExperienceAreaCategory
id(pk)
name(char) e.g. discoverablility, consistency
text(text)
ExperienceArea
ExperienceAreaCategory(fk)
id(pk)
name(char) e.g. sitemap depth, navigation structure
text(text)
Feature
id(pk)
name(char) e.g. wellness options, digital purchase
text(text)
FeatureArea
Feature(fk)
id(pk)
ExperienceArea(fk)
FeatureAreaCompany
FeatureArea(fk)
id(pk)
PlatformCompany(fk)
UserSegmentCompany(fk)
MarketSizeCompany(fk)
score(int)