Production case study · ICS Advanced Technologies
Tenant onboarding control system
A 3,000-record onboarding pipeline needed a reliable way to show readiness, blockers, ownership, and the next useful action.
I designed a shared Excel workflow with team assignments, formula-driven checks, duplicate review, source reconciliation, exception queues, and five focused dashboard views. The system makes handoffs clearer without exposing customer information.
- Situation
- High-volume onboarding with fragmented status signals.
- Response
- Reconcile → validate → route → document.
- Operational value
- Focused queues, visible blockers, and cleaner handoffs.
