Ops management

bp uses different tools to manage operations, from allocating budget to paying suppliers. They are mainly designed to manage finances and procurement, less so to manage a design team.

Therefore, I created a set of tools to complement them and give me a real-time health check:

Budget forecasts

Necessary to finance and operate the team

Executive summary for financial memorandum and budget
Financial memorandum & Budget pitch

Workload distribution

Excel tables displaying workload distribution
Roles and capacity requirements, Workload healthcheck

Active and upcoming contractual commitments records

Used to avoid overspending, or proactively reassign budget allocation

Excel table displaying tracking contractual commitments
Contractual commitments tracking

Spending tracker

Used to detect actuals discrepancies against budget forecasts

Excel table displaying tracking spending
Budget vs spending report

Next: Org design