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Leader Dashboard

The Context / Challenge

Setting the scene

For three years, the People team had been trying to give leaders a single view of their team's data. The information existed, but it was spread across multiple systems: engagement data in Culture Amp, HR data in BambooHR, performance data in a separate platform, and headcount data in spreadsheets. A leader who wanted to make a decision about their team had to log into multiple systems, cross-reference data manually, and piece together the picture themselves. The team had attempted to solve this multiple times and eventually gave up because it was too complex to build manually.

Our Approach

How we thought about it

With Claude Cowork, the team revisited the problem they had given up on. They described the challenge: pull data from every people system into one view so a leader can see their entire team in one place. Claude built a dashboard that integrates data from Culture Amp (engagement), BambooHR (HR records), and the performance platform into a unified leader view. The dashboard surfaces the information leaders need for succession planning, promotions, performance management, and headcount planning, all without requiring them to log into multiple systems.

Prompt Repository

How to replicate this

"Build a leader dashboard that pulls in data from our people systems and gives managers a complete picture of their team in one place. It should include: - Employee profiles with key HR data from BambooHR - Engagement scores and trends from Culture Amp - Performance ratings and review history - Headcount data and open roles - A succession planning view Leaders should be able to see everything about their team without logging into multiple systems. The data should update automatically."
Results

What we achieved

A problem the team had tried to solve for three years and given up on was built with Claude Cowork. Leaders now have a single view of their entire team, pulling data from every relevant people system. The dashboard supports data-led decisions on succession planning, promotions, performance management, and headcount planning. The biggest win was not just the tool itself, but the proof that problems previously considered too complex for a support function to solve were now within reach.