Case Study: Building the Workforce Analytics and Recruiting Operations Tableau Dashboard

Computer monitor displaying a Tableau dashboard with colorful hiring analytics charts representing recruitment and workforce data visualization.

Joshua’s Role

Joshua led the effort from concept to execution, focusing on:

  • Understanding data gaps and upstream HR limitations

  • Designing a data architecture capable of supporting leadership-level decision-making

  • Building automated calculations that replaced manual guesswork

  • Developing visual models to help managers quickly interpret patterns

  • Creating reporting rhythms that aligned staff and executives

  • Ensuring long-term sustainability beyond any single office or team

He approached the project with a systems mindset to solve the immediate operational needs while designing for enterprise scalability.

What He Built

Joshua delivered a dynamic Tableau analytics platform that redefined how the IRS understood and managed its recruiting pipeline. The system paired clean visuals with powerful segmentation tools that made previously hidden patterns visible.

  • A unified, interactive dashboard that tracked volume, status, throughput, backlog, and workforce movement 

  • Toggle based views for gender, disability status, veteran status, tenure, hiring month, separation month, and internal mobility

  • Real time insights that exposed bottlenecks, seasonal trends, and workforce readiness challenges

  • Automated calculations that replaced inconsistent manual estimates and eliminated error prone spreadsheets

  • Visual indicators and drill down views that supported faster and more accurate decision making

  • Workforce movement tracking that illustrated where employees came from, where they went, and how long they stayed

  • A workload distribution model that improved equity across recruiters and clarified operational ownership

  • Documentation and workflows that allowed the tool to be adopted beyond the originating office

  • A stable reporting structure that replaced improvised data calls and enabled consistent communication with leadership

The dashboard became a central touchpoint for conversations between recruitment teams, leadership, and HR data providers. It shifted the environment from reactive, assumption driven management to a more strategic and evidence informed approach.

The Impact

  • Leadership gained accurate, real-time hiring analytics for the first time

  • Staff stopped relying on guesswork, improving pace and precision

  • Operational transparency increased across offices and functions

  • Decision-making became structured, data-driven, and aligned

  • The tool scaled far beyond its original unit and became:

    • The primary recruitment analytics dashboard used by the Chief Human Capital Officer

    • A standard reference tool used at the Commissioner leadership level

    • The long-term enterprise reporting tool still in use today

This project didn’t just solve an operational problem, instead it established a new organizational standard.

Overview
Joshua originated and led the development of the IRS’s primary Tableau recruiting analytics dashboard during a time when leaders had no reliable insight into staffing activity. What began as a solution to unmet operational needs quickly evolved into an enterprise resource that equipped the Chief Human Capital Officer and Commissioner level leadership with a clear line of sight into recruitment performance, workforce trends, and organizational readiness. Acting as both the strategist and customer for the initiative, Joshua guided concept design, coordinated with IT partners, and ensured the final product answered the real questions leaders needed to make informed decisions.

The History and Challenge

Before this project, recruiting operations faced a critical visibility gap:

  • Leadership had no accurate real-time hiring numbers

  • Historical recruitment data was delayed, incomplete, inconsistent, or absent

  • Managers relied on guesswork to estimate hiring progress

  • HR data returned to the office lacked clarity, detail, and structure

  • Staff had no unified tool to track volume, status, or bottlenecks

Operational decisions were frequently reactive due to poor insight. The absence of a centralized system limited the organization’s ability to plan, forecast, or respond effectively to hiring demands.

Joshua recognized the operational and strategic risks, initiated the inquiry, and requested to lead the project.