Altivio Employment Services Client Outcomes Dashboard

Current Operating View

Viewing: Year to Date / All Regions / All Programs

T+1 refresh · 12 sites · DEWR-ready context

Registered Job Seekers

8,245

+12.0% vs prior period

Placement Rate

68.4%

On track against 60% threshold

Average Days to Placement

42

+2 days vs prior period

Satisfaction Score

4.7 / 5.0

Above target target 4.0+

Monthly Registration and Placement Trend

Daily CRM sync feeds the operating dashboard.

FR-01 / FR-03

Regional Placement Rate Comparison

Any result below 60% is flagged for regional review.

FR-02 / FR-08

Alert-to-Action Register

Executive Decision Log

Trigger	Decision	Owner	Status
WA placement rate below threshold	Deploy interview coaching playbook	WA Regional Manager	In progress
Demographic group missing above 10%	Mandatory CRM validation rule	IT / Data Team	Released
Quarterly DEWR pack due	Generate controlled PDF preview	Government Liaison	Ready

Business Case

From monthly spreadsheet collation to a governed operating rhythm.

The demo ties each stakeholder concern to a measurable dashboard control, a data quality rule, a report output and a UAT acceptance test.

Capture

CRM field validation

Monitor

KPI and quality alerts

Act

Regional actions and tickets

Report

Quarterly DEWR pack

Power / Interest Stakeholder Map

Engagement model for dashboard delivery and adoption.

Discovery

Manage Closely

Head of Operations Regional Managers

Keep Satisfied

Government Liaison IT / Data Team

Keep Informed

Service Coordinators

Monitor

Job Seekers

Low power High power

Business Requirements Document

ID	Requirement	Priority	Source
FR-01	Show organisation-wide placement KPI in near real time.	P0	Head of Ops
FR-02	Filter by region, service site and program type.	P0	Regional Managers
FR-03	Display monthly trends for placements, registrations and satisfaction.	P0	Head of Ops
FR-04	Show client journey funnel from registration to placement.	P1	Government Liaison
FR-05	Monitor missingness, duplicates and completeness.	P1	IT / Data Team
FR-06	Analyse outcomes by youth, long-term unemployed, disability and First Nations cohorts.	P1	Government Liaison
FR-07	Export a quarterly performance report for DEWR.	P2	Government Liaison
FR-08	Flag placement rates below agreed thresholds.	P2	Regional Managers

As-Is Process

Service Sites

Manual Excel files and local CSV extracts.

Head Office Ops

Merge 12 spreadsheets and rebuild charts.

Government Liaison

Reformat DEWR report manually.

Monthly effort

3 days

Primary risk

Delayed, inconsistent and error-prone reporting.

To-Be Process

Validated CRM

Standard fields, mandatory values and stage rules.

Data Layer

Clean, deduplicate and score quality daily.

Dashboard + Report

KPI, alerts, actions and DEWR pack.

Reporting cycle

< 1 hour

Primary gain

Near real-time control with governed exceptions.

Data Dictionary and Validation Rules

Field	Type	Definition	Source	Quality Rule
client_id	STRING	Unique client identifier.	CRM	Required and unique.
registration_date	DATE	Client registration date.	CRM	Required and not later than today.
region	ENUM	Service region.	CRM	Required, one of five regions.
service_site	STRING	Service site name.	CRM	Required.
program_type	ENUM	DES, jobactive or TTW.	CRM	Required.
demographic_group	ENUM	Priority cohort category.	CRM	Required.
current_stage	ENUM	Registered, assessed, training, interview or placed.	CRM	Required, must follow journey sequence.
placement_date	DATE	Date of successful placement.	CRM	Required for placed clients only.
placement_employer	STRING	Employer name for placement.	CRM	Required for placed clients only.
days_to_placement	INT	Days between registration and placement.	Calculated	Calculated automatically.
satisfaction_score	FLOAT	Client satisfaction score from 1 to 5.	Survey System	Must be within 1-5.
case_manager	STRING	Responsible employment consultant.	CRM	Required.

Client Journey Conversion Funnel

Stage values update with the global filters.

FR-04

Stage Detail

Average Stage Duration

Outcome Comparison by Priority Cohort

Supports quarterly equity and program performance review.

FR-06

Overall Data Quality Score

Target greater than 95%.

FR-05

Missing Rate by Critical Field

Completeness Trend

Duplicate Record Detection

Potential duplicates

31

Matched to owner

24

SLA risk

7

Exception Queue

Records blocked from automated reporting until corrected.

12 open

Client ID	Site	Issue	Owner	Status

Australian Coverage View

Placement risk view by regional portfolio.

FR-02

Selected Region Detail

Regional Ranking and Service Site View

Ranking combines placement rate, data quality and satisfaction.

Operating Review

Quarterly DEWR Report Pack

Report preview uses the current filter context.

Included Pages

KPI summary, trend charts, funnel, data quality, exception register and action log.

Owner

Government Liaison

Cadence

Quarterly

Data refresh

Daily

Access model

Role-based

Implementation Roadmap

Weeks 1-2

Discovery

Stakeholder interviews and requirement validation.

Weeks 3-4

Design

Data dictionary, process design and dashboard wireframes.

Weeks 5-8

Build

Interactive dashboard, data pipeline and quality rules.

Week 9

UAT

Scenario testing, fixes and stakeholder sign-off.

Week 10

Go-Live

Deployment, training and handover pack.

Week 12

Review

Benefits review and optimisation backlog.

UAT Plan

Test Scenario	Expected Result	Acceptance Standard	Status
Select Queensland.	Only QLD values are shown.	All charts refresh consistently.	Pass
Switch time range to Last Quarter.	KPI and trends use quarter context.	Numbers match report preview.	Pass
Review fields above 10% missingness.	High-risk fields are highlighted red.	Exception queue shows owners.	Pass
Select the Training funnel stage.	Stage detail updates.	Count reconciles to funnel total.	Pass
Generate DEWR PDF preview.	Formatted pack is created.	All KPIs and charts are listed.	Ready

Closed-loop KPI, data quality and DEWR reporting demo

Viewing: Year to Date / All Regions / All Programs

Monthly Registration and Placement Trend

Regional Placement Rate Comparison

Alert-to-Action Register

Executive Decision Log

From monthly spreadsheet collation to a governed operating rhythm.

Power / Interest Stakeholder Map

Business Requirements Document

As-Is Process

To-Be Process

Data Dictionary and Validation Rules

Client Journey Conversion Funnel

Stage Detail

Average Stage Duration

Outcome Comparison by Priority Cohort

Overall Data Quality Score

Missing Rate by Critical Field

Completeness Trend

Duplicate Record Detection

Exception Queue

Australian Coverage View

Selected Region Detail

Regional Ranking and Service Site View

Quarterly DEWR Report Pack

KPI summary, trend charts, funnel, data quality, exception register and action log.

Implementation Roadmap

UAT Plan

Success Metrics

Viewing: Year to Date / All Regions / All Programs

Monthly Registration and Placement Trend

Regional Placement Rate Comparison

Alert-to-Action Register

Executive Decision Log

From monthly spreadsheet collation to a governed operating rhythm.

Power / Interest Stakeholder Map

Business Requirements Document

As-Is Process

To-Be Process

Data Dictionary and Validation Rules

Client Journey Conversion Funnel

Stage Detail

Average Stage Duration

Outcome Comparison by Priority Cohort

Overall Data Quality Score

Missing Rate by Critical Field

Completeness Trend

Duplicate Record Detection

Exception Queue

Australian Coverage View

Selected Region Detail

Regional Ranking and Service Site View

Quarterly DEWR Report Pack

KPI summary, trend charts, funnel, data quality, exception register and action log.

Implementation Roadmap

UAT Plan

Success Metrics

Altivio Employment Services Performance Report