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Client-Business-Goal

Client's Business Goals

The client has asked us for a business intelligence solution to track their project income, expense, P&L,  location activities, project type, and so on. They wanted to make the best use of data to analyze, improve, and create better engagement with their worldwide customers.

Challenges

Data Quality: Source data quality is the issue as we are receiving many fields from source data that need to be manipulated to populate our reports. As many of the fields in the transaction system populate in the source system in text boxes by users without any validation.

Project size – project size is not defined separately in the transaction system. It was mentioned in the project title, so we have to extract the project size based on some business logic.

Project Type – Project type is a text field in the source system so we have filtered data by applying certain business rules.

Xero Integration: The client was using Xero as a financial application and therefore, extracting data using the API was also difficult to achieve for our team.

Our Solution

SPEC India understood the requirements and provided an end-to-end Business Intelligence solution that helped them to better analyze the Xero data to get insights into the project’s financial KPIs. It eventually helped customers to share real-time information about the project’s status to key stakeholders and take better decisions to make the project successful.

Our solution was integrated with the following features using Power BI:

Cleansing the main fields like project size, installation date, project title data with power query and DAX

As the quality of the data is very poor. Our experts have used power queries to cleanse the main fields that are necessary for reporting.

To create profit and loss reports by branch, we extracted Xero application data by using the API and stored it in MSSQL, and loaded it in Power BI.

MoM and YoY comparisons for client/projects/brands

Displayed the Projects Infographics from AWS

Real-time KPIs – measures – Project count by Client, Region, Brand, P&L, Income, Expense

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Technologies & Tools

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Power BI
MS-SQL-Server-Logo
MySQL

Our Process

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  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.

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  Design

We have a team of creative design experts who are apt at producing sleek designs of the system components with modernized layouts.

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  Coding

Our programmers are well versed with latest programming languages, tools, and techniques to effectively interpret the analysis and design into code.

Testing
  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.

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  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

Proved to be a cost-effective solution for their customers

Provided effective and well-optimized reports with rich graphical displays

Provided an enhanced insight to make an optimal business decision

The solution was easy-to analyze and helps explore many data fields

With the help of this solution, a business user can make a strong decision to grow or to focus on a particular area, region, and client

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