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Business Intelligence (BI)

Problem
Plan
Execution
Testing
Follow-up

BI Dashboard & Implementation

In today's fast-paced business world, it is essential to be able to efficiently collect and analyze data in order to make informed decisions that drive success. As such, it is no surprise that many companies are moving away from manual data processing methods, such as the one currently being used by our client, towards fully automated processes that save time, increase accuracy and enhance productivity.

Our client currently relies on manually extracting data from their ERP system, which can be a time-consuming and error-prone process. Furthermore, using Excel for further processing of the data can be limited in its capabilities, leading to potential inaccuracies in the final analysis. Additionally, visual graphs are created using Microsoft PowerPoint, which can be a laborious and time-consuming task in itself. And finally, all calculations are done manually in Excel, which is prone to errors, time-consuming, and can be difficult to scale.

Recognizing the limitations of the current process, our client has requested a fully automated setup that will enable them to extract data from their ERP system automatically and create an automated dashboard that visualizes the extracted data. In essence, this requires an extraction, transformation and load (ETL) process, combined with a standardized dashboard that enables the data to be visualized in a meaningful way.

Automating the data extraction process will eliminate the need for manual intervention, saving our client significant time and resources. Furthermore, by utilizing a standardized dashboard, our client will be able to see their data in a more comprehensive and efficient way, enabling them to make more informed decisions.

The benefits of moving to a fully automated setup are clear. Not only will it save time and reduce the risk of errors, but it will also enable our client to gain greater insights into their business operations, helping them to identify new opportunities for growth and success. As such, it is essential for businesses to adopt modern, automated processes in order to remain competitive and achieve long-term success.

Structured Approach

When it comes to developing an effective solution for data extraction and visualisation, a structured approach is essential. In this case, our team took a systematic approach to the ETL process and the visualisation and access to the dashboard, ensuring that every step was carefully planned and executed.

The approach to the ETL process was planned in the following structure:
1. Find out which ERP system requires data extraction.
2. The extraction process.
3. Defining the critical data that needs to be used.
4. Data preparation & cleaning.
5. Setting up an SQL database for storage.
6. Creating the data model and structures.

The approach towards the visualisation and access to the dashboard can be described as follows:
1. Setup the authentication model for SSO (Single sign-on).
2. Setup the website.
3. Create an API to connect the SQL database with the BI tool.
4. Create an API to connect the BI tool with the website.
5. Setup the standardised dashboards with the requirements of the client.
6. Setup a ready to use website environment.
7. Provide a process flow chart of all the created processes.
8. Provide thorough documentation of the created solution and provide workshops.
9. Provide the client with the credentials for the frontend/backend.

Development & Implementation 

Effective communication and collaboration are critical components of any successful project, especially in the fast-paced world of business. The plan that was outlined for this particular project was followed meticulously, resulting in a seamless implementation process with no irregularities or hiccups along the way.

Throughout the project, we made it a priority to maintain open communication with the client, keeping them updated regularly on the status report. This helped to ensure that everyone involved in the project was on the same page, and that any issues or concerns were addressed quickly and efficiently. By maintaining this level of transparency and communication, we were able to build a stronger relationship with the client, ultimately resulting in a successful outcome for everyone involved.

In addition to keeping the client updated on the status of the project, we also made a point to actively seek out feedback and ideas from them throughout the process. This helped to ensure that their needs and expectations were being met, and that we were able to deliver a solution that was both effective and tailored to their specific requirements.

Once the minimum viable product was developed, we continued to work closely with the client to consider any additional implementation ideas or feedback that they had. By doing so, we were able to refine the product even further, ultimately delivering a final solution that exceeded their expectations.

In conclusion, effective communication, collaboration, and feedback are all critical components of any successful project, especially in the fast-paced world of business. By maintaining open lines of communication, seeking out feedback and ideas from the client, and working together collaboratively throughout the process, we were able to deliver a successful outcome that met the needs and expectations of everyone involved.

Finalising

Creating a new product, especially in the competitive landscape of business, requires a thorough and rigorous testing process to ensure the final product is user-friendly and meets the needs of the target audience. In this particular case, a prototype dashboard was developed, and the website underwent A/B testing to identify any inconsistencies or areas of improvement.

Throughout the testing process, our team was able to identify only minor issues, which were quickly addressed through open communication with the client. By working closely with them, we were able to make adjustments to the product, ensuring that it met their specific needs and expectations.

The final touches were implemented with great attention to detail, ensuring that the product was polished and ready for use. We understand that in today's fast-paced business environment, every detail matters, and so we took the time to ensure that the product was not only functional but also aesthetically pleasing.

Our commitment to quality and attention to detail allowed us to deliver a ready-to-use product that met the expectations of the client. By working closely with them throughout the testing and development process, we were able to identify any areas of improvement and make the necessary adjustments to ensure the product was ready for launch.

In conclusion, creating a new product requires a thorough testing process to ensure that it is both user-friendly and meets the needs of the target audience. Our commitment to open communication, attention to detail, and a rigorous testing process allowed us to deliver a final product that exceeded the expectations of the client.

Workshops

In the world of business, delivering complex solutions to clients can be a challenging task. However, by focusing on open communication, thorough documentation, and ongoing technical support, our team was able to successfully deliver a complex solution to our client.

To ensure that the client fully understood the product, we provided them with detailed manuals and conducted workshops to answer any questions they had. This helped to ensure that they had a thorough understanding of the product's functionality and were able to use it to its full potential.

In addition to providing documentation and training, we also made a point to maintain open communication with the client for ongoing technical support and maintenance. We understand that technology is constantly evolving, and so we are committed to providing our clients with ongoing support to ensure that their product continues to function optimally.

The client's satisfaction is always our top priority, and we are pleased to report that they are more than satisfied with the solution that we delivered. Our team was able to develop the solution swiftly, thanks to our commitment to open communication and a thorough development process.

In conclusion, delivering complex solutions to clients requires a commitment to open communication, thorough documentation, and ongoing technical support. Our team was able to deliver a solution that exceeded the client's expectations, thanks to our dedication to providing them with the tools and support they needed to succeed. We are proud of the work we have done and look forward to continuing to work closely with our clients to deliver the solutions they need to achieve their business goals.

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