Automated PDF Report Tool — Frontend & Data Integration

Context

The sales team needed to prepare tailored reports for 20–30 clients each month, with each report spanning roughly 20–100 pages. The process depended on a team engineer manually working across a large internal financial database, PowerPoint, and Excel, which consumed significant time and introduced inconsistency risk.

Challenge

The core challenge was to transform a manual, error-prone reporting process — tightly tied to raw SQL and spreadsheet-based preparation — into a repeatable, user-friendly workflow that could eventually be handled by non-technical team members.

• Reduce a 1–2 week manual reporting workload
• Translate reporting logic embedded in SQL and spreadsheets into a usable UI flow
• Keep client-facing output quality and data trust high
• Design a workflow that could later be handed off beyond engineering

Contribution

Outcome

• Delivered an MVP showing that the workflow could eventually be handled by non-technical sales team members
• Turned unclear manual reporting tasks into repeatable UI interactions
• Improved trust and consistency for client-facing deliverables
• Received positive internal feedback for reducing workload and improving workflow clarity

Notes

• A key part of the value came from bridging reporting logic, business expectations, and frontend structure
• The project demonstrates internal-tool work that sits between workflow design, frontend implementation, and data coordination