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Reporting & Analytics Portal for a Business Transformation Platform

Our client wanted a Business Intelligence (BI) solution to integrate into their existing digital system. They wanted to have a detailed view of their key business metrics like pricing and margins. They came up with two challenges which include visualizing diverse reports and evaluating sales KPIs. All they wanted was a reporting and analytics portal to streamline data insights and improve performance tracking of their business.

  • Industry
    Finance
  • Country
    India
Technologies
Reporting & Analytics Portal for a Business Transformation Platform
Years In Business
36+
Years In Business
Projects Delivered
3000+
Projects Delivered
Happy Clients
200+
Happy Clients
Countries Served
40+
Countries Served

Client Goals & Expectations

  • Smooth connection between their current business transformation platform and a BI solution.
  • Give users the ability to view and examine comprehensive pricing and margin calculations and metrics.
  • To improve data usability and user experience, offer flexible, modular views.
  • Enhance decision-making and performance tracking with sophisticated analytics and reporting.

Challenges Faced by Client

Report Visualization Challenges

Report Visualization Challenges

The client was facing issues with dynamic insight extraction from data. They weren’t able to fetch actionable insights from the data.

Limited Ability to Analyze KPIs

Limited Ability to Analyze KPIs

Since there were no clear and informative dashboards, it was difficult for them to analyze sales KPIs efficiently.

Unable to Utilize Power BI's Advanced Features

Unable to Utilize Power BI's Advanced Features

The client was struggling to use Power BI features like advanced filtering, custom visuals, and calculated measures.

Specialized Visual Representations Are Necessary

Specialized Visual Representations are Necessary

To better understand business trends, they needed specialized visualizations that their current setup was unable to provide, such as column charts and customer churn analytics.

  • Personalized Power BI Reports and Dashboards

    We created and implemented customized Power BI dashboards that allowed for modular and dynamic data visualization in line with particular business metrics.

  • Financial Reporting Based on KPIs

    We improved transparency and performance analysis by implementing comprehensive, KPI-driven reports to compute and track important financial figures.

  • Analysis of Customer Churn Making Use of Measures and SQL

    We used SQL queries and DAX measures to integrate customer churn analytics, assisting the client in identifying retention trends and taking preventative action.

  • Interactive Chart Designs and Visualizations

    We provided sophisticated visual components, like dynamic filters and column charts, to improve the usability and insight of data exploration.

How we Confronted the Challenges

Project Glimpse

Core Features

Growth Drivers
Price Metrics
Profit Analytics
Money Makers
Loss Makers
Sales Team Performance

Workflow Journey

01
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.

02
Design

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

03
Coding

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

04
Testing

We leave no stone unturned in ensuring superior excellence and assurance in all our solutions and services.

05
Launch

We have well-defined, robust, and secure launch criteria that offer us a successful implementation clubbed with detailed testing, customer acceptance, and satisfaction.

Results

  • 01.
    Enhanced Decision-Making with Real-Time Insights

    The BI solution offers on-time visibility that offers rapid, data-supported decisions related to margins, pricing, and performance trends.

  • 02.
    Streamlined Performance Monitoring Across Products

    We build modular dashboards that enable users to monitor individual and overall product performance, which results improved operational control.

  • 03.
    Boosted Digitization and Data Accessibility

    With the digital transformation initiative, the accessibility and usability of business data was improved that has empowered stakeholders with on-demand analytics.

  • 04.
    Facilitated Business Growth and Job Creation

    We even offered improved reporting and analytics capabilities that contributed to smarter strategies. As a result, it enhanced business growth and generating new opportunities.

Let’s get in touch!