Problem
Operations and budget data often lives across spreadsheets, vendor exports, employee tables, and one-off reporting workflows. The business risk is that leaders make decisions from inconsistent totals, stale calculations, or dashboards without clear QA.
Data sources
Budget workbooks, vendor/software spend, employee and headcount data, department/category mappings, and supporting operational exports. The portfolio version uses anonymized or synthetic data while preserving the structure of the workflow.
Postgres warehouse design
The system is modeled around cleaned dimensions, budget facts, vendor spend, employee/headcount tables, composable views, and executive-facing rollups that can be reused instead of rebuilt for each question.
SQL models and views
Core SQL models calculate software cost per employee, allocate software spend by team, summarize department/category spend, and prepare dashboard-ready outputs for operating reviews.
QA checks
Reconciliation queries compare source totals against modeled fact totals and return variance plus pass/review status before outputs are trusted for executive reporting.
Business impact
BudgetDB demonstrates how product thinking and analytics engineering turn messy operational data into decision infrastructure: faster review cycles, clearer spend ownership, and more trustworthy executive dashboards.