PORTFOLIO CASE STUDY

Executive Research &
Decision Support

A structured research workflow built to help executives compare options, understand findings, and make informed business decisions faster.

Let’s Build Yours

My Research Workflow

1

Define the executive question

Establish the core business objective, evaluation criteria, and required outcomes before beginning research.
2

Collect relevant information

Gather accurate data from vendor documentation, market reports, and direct inquiries using a structured tracker.
3

Organize research findings

Consolidate raw information into an objective scoring framework and comparison matrix.
4

Compare options

Evaluate each platform against the weighted criteria to identify strengths and functional gaps.
5

Analyze scores and risks

Review the data to determine the most viable solutions, highlighting implementation effort and long-term value.
6

Present recommendation

Deliver a concise, executive-ready report and presentation to drive confident decision-making.

Executive Research Brief

The first deliverable defined the research objective, business context, evaluation criteria, scope, timeline, risks, assumptions, and expected outputs.

Research Brief Cover Page

Research Brief Methodology Page

Research Brief Timeline Page

WORK SAMPLE

Data Collection Tracker

A structured spreadsheet was used to collect vendor data, pricing details, feature notes, source references, ratings, and verification status. This central source of truth ensured all findings were objective, traceable, and easily accessible for executive review.

Research Tracker Overview Spreadsheet Mockup

Vendor Comparison Matrix

The comparison matrix translated raw research into weighted decision criteria, allowing leadership to evaluate each platform objectively.

Weighted Scoring Matrix

Recommendation Summary

Executive Decision Dashboard

The dashboard summarized the research findings into KPI cards, platform comparisons, visual charts, risk notes, and a recommended solution for executive review.

Executive Recommendation Report

The final report presented the key findings, vendor comparison summary, recommended platform, expected business benefits, implementation risks, and rollout roadmap.

Recommendation Report Cover

Key Findings Page

Implementation Roadmap Page

Executive Presentation

A concise six-slide leadership presentation summarized the business challenge, evaluation approach, key findings, final recommendation, and implementation roadmap.