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Automation & AI

Zero-touch reporting: the leadership problem behind Zero Hero

Why I treated operational reporting as a product - and shifted the conversation from collecting data to improving services.

Experience context
PepsiCo GCC
Solution landscape
ServiceNow · Power BI · Power Automate · Power Apps

Operational reporting often begins with a reasonable request: give leaders a reliable view of service performance. Over time, it can become a weekly production line of spreadsheets, screenshots, manual commentary, and reconciliation. Skilled people spend their energy assembling the past instead of improving the future.

I created Zero Hero at PepsiCo GCC to address that leadership problem. The solution used ServiceNow data with Power BI, Power Automate, and Power Apps to support proactive, zero-touch reporting across MTTR, SLA breaches, FCR, incident trends, problem management, and recognition. The technology mattered, but the design began with the decisions the operating model needed to make.

Define the decision before automating the report

A dashboard should not exist because data exists. I start with the leadership questions: Which services need intervention? Where is risk increasing? Which corrective action is stalled? Which teams or individuals are demonstrating healthy service behavior? What should happen next?

Those questions determine the measures, thresholds, workflow, owners, and cadence. They also help remove decorative metrics that create activity but no decision.

Treat reporting as a product

I applied product thinking to the reporting flow. Users included application leaders, service owners, support teams, problem managers, and leadership reviewers. Their needs were related but different. The product therefore needed a trusted data path, shared definitions, a usable experience, automated actions, and a feedback loop.

  • One definition per measureMTTR, FCR, SLA performance, and recurring incidents need transparent rules so teams discuss the service rather than debate the calculation.
  • Automate the movement of informationPower Automate can orchestrate notifications, approvals, reminders, record updates, and recurring distribution where manual hand-offs create delay.
  • Design for actionPower BI should reveal a trend or exception; Power Apps and workflow should make the required follow-up clear and owned.
  • Preserve traceabilityLeaders need to understand the source, timing, owner, and status behind a signal before using it to make a decision.
  • Keep humans in the judgment loopAutomation should reduce preparation and routing effort, not replace the context needed to interpret service performance.

Make the flow proactive

The biggest improvement comes when reporting stops waiting for a meeting. A developing SLA risk can trigger attention before a breach. An aging problem action can reach its owner. A recurring pattern can be surfaced to the service review. A healthy set of service behaviors can become a recognition signal.

This is why I describe the model as zero-touch reporting, not zero-human operations. The automated layer prepares, connects, and routes evidence. People still diagnose, prioritize, coach, recognize, and decide.

Use recognition carefully

Zero Hero also supported recognition based on healthy ServiceNow service metrics. Recognition is powerful when it reinforces system behavior: strong ownership, timely follow-through, useful problem management, good knowledge, and sustainable service improvement.

It becomes harmful if teams are encouraged to optimize one metric or avoid difficult work. I therefore treat recognition signals as the start of a leadership conversation, not a mechanical leaderboard. Context and contribution matter.

Measure the reporting system itself

Automation should be evaluated like any operational product. Is the data timely? Are definitions stable? Do alerts lead to action? Are workflows completing? Do users trust the view? Is manual preparation reducing? Are recurring issues becoming easier to see and manage?

At PepsiCo, Zero Hero reduced manual reporting effort and strengthened the visibility needed for service discussions. Its longer-term value was behavioral: teams could spend more of the review discussing why a trend existed and what to change.

The best operational report is not the one with the most metrics. It is the one that makes the next responsible action unmistakable.

Closing perspective

Power Platform made it possible to connect data, workflow, user experience, and leadership visibility quickly. But the differentiator was the operating design around it: clear measures, trusted sources, accountable actions, and human judgment.

That is the leadership problem Zero Hero was built to solve. Automation removed the reporting tax so the organization could focus on service health, improvement, and recognition.

Professional note: This article reflects my leadership experience and personal perspective. Examples are intentionally generalized and do not disclose confidential company information.