I translated the hand-drawn charts and established Veralto structure instead of redesigning the management practice itself.
Daily management · Ott marketing
Replacing a whiteboard with a live operating dashboard.
The team already had a physical Veralto Daily Management board. I translated its hand-drawn charts into a digital Smartsheet experience that a mostly remote team can open anywhere, update from one place, and share with leadership at a glance.
- My contribution
- Digital translation, dashboard build, and reporting design
- Team reality
- More than 70% remote
- Meeting rhythm
- Every Monday; facilitators rotate monthly
- Core platform
- Smartsheet
The digital board
Update once. Read the operating picture anywhere.
≈83%less time
updating the boardRetrospective estimate
updating the boardRetrospective estimate
✓ A shared view, wherever you work
MINUTES PER UPDATE · APPROXIMATE
Conceptual system illustration30Physical board→5Digital update
70%+of the team works remotely
1weekly metric-entry report
4high-level operating metrics
12 mo.of visible history over time
01
The challenge
A physical management board could not serve a remote team.
Veralto Daily Management helps teams see performance at a glance and course-correct when a metric is off track. Ott marketing had already implemented the practice with hand-drawn charts in a conference room, but more than 70% of the team no longer worked from the office.
The team needed the same operating view in a form everyone could access, with history that would remain available throughout the year and a link leadership could open when needed.
The briefPreserve the management practice. Move the experience from the wall into the team’s everyday digital workspace.
02
The approach
Digitize what worked, then remove the weekly upkeep.
Smartsheet was already becoming part of the team’s working environment, making the dashboard easier to find and adopt.
Metric owners update one simple report each week; automated reporting carries the values into the dashboard.
High-level measures sit at the top, with clear green and red states that show whether the team is winning or needs to act.
03
The system
One place updates the numbers. One place runs the meeting.
Give every metric an owner and backup
Clear ownership, prior-week guidance, and a consistent data structure keep weekly entry predictable.
Keep the operating signals at the top
The current result and winning-or-losing status are visible before anyone examines the supporting trend.
Support the way the team already meets
The dashboard is ready for Monday’s discussion, while a monthly facilitator rotation helps more people learn to run the practice.
Make the same view easy to share
A single link gives leaders the current picture without requiring a conference-room visit or a separate presentation.
04
The results
Results & Business Impact
Retrospective estimate · 30 → 5 minutes
≈83% less update time
Digitized Ott's Daily Management board, reducing weekly reporting effort from approximately 30 minutes to 5 minutes per update—an estimated 83% reduction.
Shared visibility and rotating facilitation
Remote participation
Expanded accessibility for a team with more than 70% remote employees, enabling shared visibility and rotating meeting facilitation.
On-demand performance reporting
12 months of history
Provided leadership with on-demand performance visibility while preserving 12 months of historical metric data.
The update times are retrospective estimates, rather than instrumented time-tracking records.
“I took what we were doing in a physical room and put it into a digital environment that works for a mostly remote team—and can be shared with leadership at a glance.”
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