Data Compilation and Visual

Demonstration Project

By Grayson Rohs
 Background Information
• While working for a Management Consulting firm, one project I was tasked with was to
compile complete sales data over the last 2 calendar years from 3 different interim executive
recruiting firms that were cannibalizing each others' sales.
• The goal was to eventually consolidate the 3 brands into one. This process began by identifying
which companies were performing stagnantly, in order to locate areas of operational
improvement.
• After organizing the data, the next step was to meticulously investigate that there were not any
variables from any of the 3 companies affecting the conclusions drawn.
• When all variables were accounted for and adjusted accordingly in the overall data set, it was
time to demonstrate the findings. This required turning the data into useful, accurate
information along with visually understandable representations. The following slides illustrate
the findings and conclusions that we identified.
• This information was directly presented to the VP and C-Suite of each company involved in the
study.
 Average Project Margin % Over Time
Average Project Margin % Over Time
50.00%
These 3 trends represent each
48.00% company’s average project
46.67% margin percentage over time.
45.77% 46.04%
45.51% This visual required compiling
46.00% 46.69% 47.04% 47.16%
46.00% 46.12% the necessary data, running
44.00% intricate pivot tables, and
Average Project Margin %

appropriate formatting.
This visual was key in
42.00%
40.70% 40.42% demonstrating that each
39.99%
39.08% company individually grew
40.00% 38.34%
37.93% over time; however, Company
37.51%
Company X X was clearly performing
38.00% 36.79% 36.81%
38.10% consistently higher than
36.03% Company Y
33.84% Company Y and Z. This was a
36.00% Company Z required conclusion to draw in
36.69% 36.02% order to begin making
35.85%
34.00%
34.28% recommendations for the
34.28% future state of the 3 brands.
32.00% 32.74% Once this visual was
understood, we began diving
30.00% deep into how Company X was
Qtr1 Qtr2 Qtr3 Qtr4 Qtr1 Qtr2 Qtr3 Qtr4 Qtr1 structured, and where Y and Z
2017 2018 2019 could begin transitioning to a
Time similar model.
 Average Project Margin by Brand
Average Project Margin % Distribution by Brand
This visual is the compiled sales
0.2500 data demonstrating Average
Project Margin by brand. The
key takeaway here was the
overwhelming success that
0.2000
Company X had compared to the
% of Total Projects (All Brands)

other groups. We were able to

discern from these findings that
0.1500 Companies Y and Z needed to
adjust their structure and
process to replicate what
0.1000 Company X has been doing.
To create this graph, it was
required to round each
individual project margin
0.0500
percentage to the nearest 5%
interval, as well as formatting
the equation of a pivot table to
0.0000 demonstrate the average of
0% 15% 20% 25% 30% 35% 40% 45% 50% 55% 60% 65% 70% 75%
Company Z 0.0021 0.0027 0.0021 0.0089 0.0350 0.0453 0.0178 0.0261 0.0254 0.0075 0.0021 0.0014 0.0000 0.0000 each percentage according to
Company Y 0.0000 0.0000 0.0000 0.0082 0.0220 0.0741 0.0357 0.0096 0.0021 0.0000 0.0000 0.0000 0.0000 0.0000 the entire data set, rather than
Company X 0.0000 0.0000 0.0021 0.0027 0.0103 0.0439 0.1132 0.2066 0.1881 0.0721 0.0233 0.0069 0.0021 0.0007 in comparison to each
Distribution of Margin % companies respective sales data.
Company Z Company Y Company X
 Average Project Margin by Level
Average Project Margin by Level This visual demonstrates the
55.00%
Average Project Margin %
that each company receives
50.00%
according to the level they
44.08%
are recruiting for. The client
43.81%
45.00%
42.17% AVG
43.71% AVG had never seen their own
AVG
40.61% AVG information organized in
AVG
Project Margin %

40.00%
this way until this visual was
presented. Once the data
was compiled and organized
35.00%
correctly, we were able to
demonstrate how each level
30.00% was performing across the
different brands.
25.00%
This visual was vital during
the presentation to the
leadership team because it
20.00%
demonstrated how each
Company X

Company Y

Company Z

Company X

Company Y

Company Z

Company X

Company Y

Company Z

Company X

Company Y

Company Z

Company X

Company Y

Company Z
company was doing overall
and where they were either
1- C-Suite 2 - VP 3 - Director 4 - Manager 5 - Base Level succeeding or failing at that
Level level.
Overall, my role here was to compile
all necessary sources of data, and
turn it into the useful information
that would be used to determine the
future state for the client.
There were many data validation
steps not mentioned that I am happy
to discuss in more detail.
The information gained from this
project created the foundation for
the final outcomes of the eventual
client transformation. I am happy to
discuss in more detail the specific
activities and necessary steps it took
to create these visuals and how it
would pertain to future roles.