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Case study 01 · Shipped · Summer 2026

From dashboard designs to governed, multi-tenant analytics.

I translated product requirements into working AWS QuickSight experiences, then helped prove that the embedded product could keep each financial institution's data separated.

20+analytics experiences implemented
4regulated product domains organized
2tenant contexts demonstrated
1structured implementation handoff
The assignment

The designs existed. The working analytics system did not.

NICE Actimize was moving a set of visual analytics into AWS QuickSight. Product had already defined what the dashboards should communicate. My responsibility was implementation: connect the available data, rebuild the visuals and interactions, handle migration constraints, and validate the embedded multi-tenant experience.

Ownership boundary

Product team ownedBusiness requirements, dashboard intent, and initial visual designs
I ownedQuickSight implementation, migration adaptation, validation, demo, and handoff
Why it was not a copy-and-paste migration
01

Incomplete data

Several target datasets were empty, structured differently, or missing fields assumed by the designs.

02

Platform differences

Filters and visual behavior from the previous analytics tool did not always map directly into QuickSight.

03

Access dependencies

Embedding and user tests depended on cloud permissions, registered users, and authentication setup outside a single dashboard.

04

Tenant risk

The same product experience needed to change data by institution without exposing one tenant to another.

Implementation process
01
Translate

Turn designs into an implementation contract

The product team supplied dashboard requirements and visual designs. I translated them into datasets, calculated fields, filters, visual mappings, and acceptance checks—while documenting gaps that could not be reproduced directly during migration.

Requirements mappingDataset auditAcceptance checks
02
Build

Reconstruct the analytics experience in QuickSight

I implemented more than twenty analytics experiences across AML, fraud, combined risk, and transaction workflows. The work included resolving empty or mismatched sources, recreating cross-visual filters, and adapting designs to the capabilities of the new platform.

AWS QuickSightCalculated fieldsCross-filtering
03
Validate

Prove embedded access and tenant isolation

I built a local embedding proof of concept, tested the registered-user access path, and validated how user groups and row-level security constrain data. The final walkthrough changed tenant context while keeping the product experience consistent.

Embedded analyticsRLSTenant switching
04
Handoff

Leave a system another team could continue

I organized analyses, dashboards, datasets, access rules, implementation notes, and known limitations into a structured handoff. That preserved both the delivered work and the reasoning behind it.

Asset inventoryKnown gapsNext steps

Sanitized system view

One product experience, governed at the identity and data layers.

The proof connected the product shell to a registered-user analytics experience. User and group context determined which row-level rules were applied before tenant-specific data reached a visual.

Product surface Access control Data layer
ProductEmbedded applicationTenant context
registered user
AnalyticsQuickSightDashboards + datasets
PolicyUser / group mapRow-level rules
Tenant ABank A dataAuthorized rows
Tenant BBank B dataAuthorized rows

Reconstructed product view

A dashboard was evidence only when a user could trace the answer.

The final story began with a risk question, narrowed the population, and continued into the records behind the total. The interface below is a sanitized reconstruction—not an internal company screenshot.

Risk intelligence / Ongoing profile
Risk level: HighBranch: AllStatus: Active
HIGH-RISK CUSTOMERS128current view
OPEN ALERTS42requires review
ONGOING CASES17linked records
Risk drivers by categoryScore contribution
82
67
54
44
Subject status128 total
61%Review
Review Monitor Cleared
Traceable customer recordsOpen detail →
SUBJECTRISKSCORESTATUS
Customer 014High92Review
Customer 087High89Monitor
Customer 106High84Review

Sanitized reconstruction with illustrative data

Decision record
01

How should product designs become buildable analytics?

Decision

Create an implementation map for each visual: source, metric, grouping, filter behavior, and acceptance check.

Why

It turned visual requirements into testable units and exposed missing data before final assembly.

02

How should tenant separation be validated?

Decision

Test both the data rule and the user experience: user/group mapping, row-level rules, and a visible Bank A → Bank B switch.

Why

A correct chart is not enough if an embedded user can reach the wrong tenant data.

03

How should the final demo tell the product story?

Decision

Follow one auditor-style question from risk overview into customers, alerts, cases, and regulatory records.

Why

This demonstrated traceability and exam readiness instead of presenting a disconnected feature tour.

Result

The deliverable was more than a set of charts.

I delivered a working analytics migration, a multi-tenant embedding proof, an auditor-centered demonstration, and a structured handoff for the team continuing the work.

  • 20+ analytics experiences implemented across four organized domains
  • Embedded tenant-switching flow demonstrated with access isolation
  • Datasets, rules, limitations, and continuation steps documented

This case study intentionally avoids confidential screenshots, customer data, internal identifiers, and unverified business-impact metrics.

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