Dashboard Optimization for a Gutter & Window Services Company
Client
Gu-Wi Gutters and Windows
Location
Hawaiʻi and Continental U.S.
Services Provided
- Project Management
- Product Translation
- Dashboard Development
- Agile Facilitation
Overview
This growing home services company knew they needed data to work for them—not just be stored. With growing client demand, multiple account managers, and field service teams across locations, leadership needed visibility across performance, client touchpoints, and future opportunities. They partnered with Data Huakaʻi to lead the product management for a custom Account Manager dashboard—a system that would not only reflect daily activity but shape how decisions were made.
Our Role
Data Huakaʻi served as a hands-on project manager and strategic translator—turning visionary leadership ideas into concrete engineering requirements. We:
- Led daily stand-ups to keep development moving and stakeholder priorities clear.
- Managed the evolving requirements list across sprints.
- Translated business needs into structured, technical documentation.
- Helped prioritize features to deliver impact without over-engineering.
What We Delivered
Project Management Infrastructure
- Launched and maintained a centralized requirement log.
- Categorized needs by priority, system area (FE/BE), and estimated effort.
- Facilitated sprint planning with the dev team and clarified ambiguous requirements.
Feature Translation & Roadmapping
We translated dozens of stakeholder notes into developer-ready items, such as:
"We want account managers to only see what's relevant to them."
Implement dynamic filtering by logged-in AM identity
"Can we stop showing sub-areas we don't use?"
Remove sub-area filters and simplify UI logic
"Account managers want to be able to schedule client follow ups within in the platform."
Audit note-saving reliability and surface bug root causes
Strategic Leadership
- Identified where feature bloat risked progress.
- Balanced technical feasibility with user experience.
- Coached the client on phasing features into Present, Future, and Visionary roadmaps.
Key Themes
Clarity
Translated dozens of stakeholder comments into structured tasks.
Efficiency
Kept meetings short, decisions fast, and deliverables aligned.
Data as Utility
Guided dashboard design so data would drive decisions—not distract from them.
Why This Matters
This work represents how we root our consulting in Indigenous values of intentional progress, stewardship of attention, and practical implementation. By aligning development with lived work realities, we built a system the team could grow into—not fight against.
"Most critical: Getting our current dashboard into a better version of what it is now… and preparing it for future initiatives that serve customers and staff better."
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