BI And Analytics Solution For Sales And Distribution Organization
About Client
The client is a solution provider for sales & distribution of a variety of products, route accounting, asset tracking, inventory control etc. It is a manufacturing B2B organization, based in Riyadh, Saudi Arabia. It has its own product range that includes fruit juices, processed milk, and milk products etc. They are heavily involved in all major processes like sales, promotion, invoicing, and product return etc.
Client's Business Goals
There is a large chunk of data that gets generated, owing to the huge sales cycles. The client wishes to leverage this bulk to data and utilize almost 3 years to transactional data to get data-driven visualization and dashboards. This is a difficult task to accomplish.
Challenges
The client needs certain complex functionalities inbuilt into the dashboards and reports. For e.g., the default setting of the first day of the week as Sunday (since the client in Saudi Arabia and Power BI has Monday as the first day of the week).
The client needs dashboards/reports that showcase the following
Data by the quantity and sales amount, with basic selection buttons
Sales/return dashboard in a hierarchical manner – department wise, salesman, route, customer wise
Date filters with two types of variations – the date range and hierarchical
Sales data with different business channels e.g. RETAIL, HORECA, and KEY accounts.
Product performance on different channels
Our Solution
Looking at the challenges of the client, SPEC INDIA helped by offering them a comprehensive BI solution that helps them grow and track their business effectively. The solution was simplistic to analyze and helped the client to explore data.Our solution was based on Power BI as the main technology and showcased the following features:
Utilization of SSIS technology for data migration from the transaction system to a data warehouse
Tabular model to handle large and near real-time data
Customized code to showcase the first working day as Sunday
Power BI bookmark to manage flipping the report between amount and quantity
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Technologies & Tools
Our Process
Research/Analysis
Our detailed and accurate research , analysis, and refinement leads to a comprehensive study that describes the requirements, functions, and roles in a transparent manner.
Design
We have a team of creative design experts who are apt at producing sleek designs of the system components with modernized layouts.
Coding
Our programmers are well versed with latest programming languages, tools, and techniques to effectively interpret the analysis and design into code.
Testing
Quality is at the helm of our projects. We leave no stone unturned in ensuring superior excellence and assurance in all our solutions and services.
Launch
We have a well-defined, robust, and secure launch criteria that offers us a successful implementation clubbed with detailed testing, customer acceptance and satisfaction.
Business Benefits
Effective and well-optimized reports with rich graphical displays
Details of sales/quantity by visualization
Optimal business decision-making using a comparison of yearly data-driven visualization
Focus on a promotion that offers more sales, channel-wise quality selling, identification of more popular products, etc.
Highest and lowest sales details of customers, identifying focus areas to attain more customer satisfaction
Good and bad return analysis to identify reasons for the return and thereby, take steps to reduce those
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