How I Turned a 5-Hour WAFR Reporting Workflow Into 45 Minutes

WAFR Insights Dashboard: final solution, from raw findings to client-ready insights

MontyCloud

MontyCloud is a no-code CloudOps platform that helps MSPs and IT teams manage, secure, and optimize cloud environments.

My Role

Senior Product Designer

Timeline

Apr '24 - May '25 (6-week sprint)

What I did

Led the design of MontyCloud's first WAFR Insights Dashboard.
→ Dashboard architecture & visualization
→ Filtering & drill-down interactions
→ Client-ready reporting workflows

The problem

When MSPs ran a WAFR check on MontyCloud, they got a list of findings. That was it. The platform produced the data, but not something an MSP could actually present to a client.

MSP runs a WAFR assessment.

MontyCloud generates raw findings.

MSP exports the data as CSV.

MSP builds charts and PowerPoint slides manually.

Client presentation takes 4–6 hours of work per report.

Insights & Observations

MSPs didn't need another configurable reporting tool. They needed a fast, consistent way to turn WAFR findings into client-ready insights.

PERSONAS

Primary

MSP Engineer / Solutions Architect

Runs WAFR assessments for multiple clients
Needs to produce client-ready reports after each run
Presents findings to non-technical stakeholders (CTOs, VPs)
Currently spending hours per client on manual slide-building

Secondary

MSP Business Owner / Account Manager

Needs reporting output to demonstrate value to enterprise clients
Wants competitive differentiation over manual audit workflows
Must explain findings to customers in real time
Not technically fluent, needs the dashboard to be immediately readable

Illustration: MSPs weighing whether another configuration option would solve the problem

Illustration: the missing piece turned out to be the export workflow, not another chart

The design question

How might we turn a 5-hour manual reporting workflow into something an MSP can produce and present in under an hour?

What I designed

I designed a standardized dashboard instead of a configurable report, giving MSPs a consistent, client-ready view of WAFR results.

6 WAFR pillars chart visualizations focused on the most useful WAFR signals — Critical, High, Medium & Low

Frequency-based ranking: Top 5 most-violated checks, Top 5 resources with the most issues, Failed Findings by Resource Type.

Interactive filtering connecting charts directly to findings

A Copy button on each chart that puts the visualization directly onto the clipboard, one click, ready to paste into a PowerPoint slide.

Make reporting fast, consistent, and client-ready.

01 — No-Scroll Dashboard

Put the important story above the fold.

Six standardized visualizations
Top violations prioritized
Findings table below for drill-down

WAFR Insights no-scroll dashboard: six standardized visualizations above the fold

02 — Copy as PNG

Design for what happens after the dashboard.

One-click copy directly into PowerPoint
Removed screenshot → crop → paste workflow
Discovered through customer observation

Copy as PNG: one-click chart export directly to the clipboard

03 — Interactive Filtering

Make the dashboard a way to explore the findings.

Click chart segments to filter the findings table
Filters stack rather than replace each other
Persistent chips + Clear All keep the state visible

Interactive filtering: clicking a chart segment filters the findings table below

04 — Trends over time

After launch, usage data showed MSPs needed historical context across WAFR runs. I later designed trend analysis to help them track whether findings were improving over time.