The
portfolio.
05 tools — 2 reporting, 3 operational
Horizon Roadmap
A multi-user product roadmap built around Now / Next / Later sprint groups. Dynamic grouping, drag-and-drop reordering, job stories, and real-time sync via Supabase.
Product teams were managing roadmaps in spreadsheets that couldn't group dynamically, show priority at a glance, or capture the thinking behind each initiative.
- What are we working on right now vs. later?
- Why does each initiative matter?
- What's the scope and what does success look like?
- How do we capture ideas without losing them?
- Can the whole team see the same picture?
Deployment Tracker
A multi-launch readiness tracker built for healthcare program rollouts. Four-stage task status, owner assignment, kanban board view across all launches, and live progress reporting.
Launching anything across multiple workstreams meant status lived in Slack threads, emails, and memory — no single place showed readiness across every moving part.
- What needs to get done?
- Who's working on what?
- Where's everything at?
- What still needs to be done?
- Are we ready to launch?
Interactive Journey Map
A stage-by-stage map of the full patient path from recruitment to active use — every touchpoint, every message, every owner visible in one place.
Patient journeys span multiple stages, channels, and owners — but no single view existed to see the full path, making it impossible to know where patients were dropping off or what was missing.
- What stages does a patient move through?
- What touchpoints and messages exist at each stage?
- Who owns each part of the journey?
- Where are the gaps?
- Is nothing falling through?
Investor Summary
A structured investor update that goes beyond the numbers — narrative, pipeline, metrics, and product progress in a single shareable document. Built to communicate clearly to capital every quarter.
Investor updates were written from scratch each quarter — inconsistent, time-consuming, and often buried the most important signals under too much context.
- What is the narrative this quarter?
- Are the key metrics moving in the right direction?
- Where is the pipeline and what is it worth?
- What are we focused on next?
- Do investors have everything they need to stay confident?
Weekly Engagement Report
Two tools, one pipeline. Simply upload CSVs into the generator, set the date range - the report builds itself through a Claude API automation. No formatting, no copy-paste, no manual work. The output is a polished weekly snapshot ready to share with your team and investors.
Weekly metrics were scattered across dashboards, spreadsheets, and Slack messages. There was no single place that gave the team and investors a consistent, trusted view of what was happening.
- Are we growing week on week?
- Which metrics are moving and which aren't?
- How does this week compare to the trend?
- What needs attention?
- Can we send this to investors without touching it?
Customer Intelligence Report
A fully interactive intelligence report built on longitudinal account data. Six key insights, animated data visualisations, account archetypes, and recommended actions — all expandable, all linked to specific interventions. Built to turn raw engagement signals into a shareable strategic document.
Customer data revealed patterns that weren't visible in a dashboard — behavioural signals that preceded churn by weeks, not days. The insight existed in the data. What was missing was a format that made it actionable for CS, product, and leadership without a data analyst in the room.
- What are the early signals before an account churns?
- Which account archetypes are most at risk and why?
- How much intervention time do we actually have?
- What should CS do differently — and when?
- Can we send this to leadership without a briefing call?