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Automated Data Integration and BI Dashboard for Executive Decision-Making

orases.com

Advertising & marketing

Medical

Health & Fitness

Information technology

Inefficient Manual Data Management Hindering Strategic Decisions

Executive leadership relied on inaccurate, manually generated operational reports due to disconnected accounting and project management systems. Manual data transformation in Excel caused inefficiencies, inconsistencies, and stale data, undermining trust in decision-making processes.

About the Client

Integrated marketing, communications, and media agency specializing in science-focused sectors including biopharma, biotech, health tech, and clinical trial recruitment.

Project Goals for Data Integration Solution

Automate data harmonization between disparate systems
Eliminate manual report generation processes
Ensure referential integrity and data accuracy
Provide real-time, executive-friendly reporting dashboards
Reduce operational costs by removing fulltime manual data handling roles

Core System Functionalities and Features

Automated data profiling and quality analysis
Data cleansing and standardization workflows
Cross-system data mapping and reconciliation
Real-time ETL pipeline execution
Interactive Domo-based dashboard for budgeting, capacity planning, and burn rate tracking

Technology Stack Requirements

Middleware solutions

Domo BI platform

ETL processing frameworks

System Integration Needs

Accounting software (e.g., QuickBooks, Xero)
Project management tools (e.g., Asana, Jira)

Non-Functional Requirements

High data processing performance
Enterprise-grade security
Scalable architecture
User-friendly interface for non-technical stakeholders

Expected Business Outcomes

Projected 20+ hours weekly savings in report generation, enabling data-driven executive decisions through accurate, real-time operational insights. Elimination of manual data handling roles and establishment of reliable, standardized reporting processes.