01 / Moody’s Ratings
From legacy tracker to integrated review workflows
Modernizing the Credit Fitness Tracker with Microsoft Power Platform, connecting review workflows and management reporting.
Explore the case study
The business problem
The Credit Fitness Tracker was a legacy application supporting review activities. The modernization brings review workflows and management reporting into an integrated Power Platform application.
My contribution
I own requirements, solution design, backlog prioritization, UAT, release readiness, and stakeholder adoption. My hands-on work includes Power Automate workflows and Power BI reporting.
Approach
- Translate Ratings business requirements into product features, workflow rules, reporting logic, and technical specifications.
- Build automated review calculations, aggregate participant and rating-group data, and synchronize reporting fields.
- Design reporting for review volume, participant counts, rating groups, year-based filtering, and weighted measures.
- Coordinate testing, defect resolution, and release readiness.
- Review inputs
- Automated calculations
- Reporting data
- Management views
This simplified workflow illustrates the scope described above. It is not an employer screenshot or a production architecture diagram.
Outcomes
The work connects review activities, automated calculations, and management reporting. It is presented here as an ongoing modernization initiative; no quantified adoption or efficiency result is claimed.
Lessons learned
Moody’s Ratings: Define the rules before automating the workflow
A workflow is only as reliable as the business rules behind it. Clear definitions for calculations, ownership, and exceptions make requirements easier to build, test, and explain. My takeaway: treat reporting and UAT as part of product discovery, so the team agrees on what “correct” means before release.