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Client’s Business Goals

They were keen to design and develop a business intelligence solution that can integrate seamlessly with a huge amount of data and offer an end-to-end set of reports and dashboards that can show user-specific data visualization.

Key Challenges

The client was finding it difficult to come up with a set of reports and dashboard that has complex visualizations, a huge amount of data and can load easily in optimal time. Getting user-specific data was getting tough along with showing detailed analytics with dynamic parameters passed from web applications using embedded analytics.

Our Approach

Looking at the challenges faced by the client, SPEC INDIA followed the standard model of development that includes research and analysis, development, design, testing and deployment to develop the product. We designed and launched the BI reports and dashboards, after identifying and researching on various modern methodologies.

Our Solution

SPEC INDIA understood the requirements and recognized the challenges faced by the client. The client offers a flexible and automatic assessment of funds which includes due diligence questionnaire engine, automatic flexible responses, research and reviews management, workflows, and analytics.
The client has its own web application as their product in which they have embedded some Tableau analysis to monitor assets and fund managers. We offered an end-to-end business intelligence solution with the best of analytical tools, seamlessly integrating with the client’s web application. Our solution was crafted by leveraging some of the salient features of Tableau. We have used Amazon EC2(Amazon Elastic Compute Cloud) for hosting Tableau Server and Microsoft SQL Server.

Key Inclusions

Dashboards like Activity Tracking Managers reviews and findings dashboard in Tableau, published on Tableau Server and later embedded on the client’s web application

Redirection to another dashboard on click to Chart and opening it within the same webpage using dashboard actions

Logic to show visualization with the current user’s data only for maintaining data privacy

Amazon EC2(Amazon Elastic Compute Cloud) for hosting Tableau Server and Microsoft SQL Server

Performance optimization to increase the performance of all dashboards

Files Dashboard Analysis (by asset, type, manager, month, product, status etc.)

Findings Analysis (ratings, asset class, status, category, date, Finding type etc.)

Portfolio Reporting – Findings/Activities

Product Data Analysis

Review Analysis



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Technologies & Tools

Amazon EC2
Tableau Desktop

Our Process


Our detailed and accurate research, analysis, and refinement leads to a comprehensive study that describes the requirements, functions, and roles in a transparent manner.


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


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


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.


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

Business Benefits

Optimal performance of dashboards with complex visualization

User-specific, effective, and well-optimized visualization and dashboards

Efficient monitoring of submission and completion range of questions

Flexible management of reviews and issues based on criteria

Easy to keep track of managers’ progress in various stages of process

Enriched graphical user interface (GUI)

Real-time status of assigned activities of users

Maximized efficiency of the assessment process

Quick analysis of the manager’s response


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