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Develop Data-Driven Case Study Coverage & Expertise Dashboard

itransition.com

Information technology

Advertising & marketing

Financial services

Automotive

Business services

Challenge: Difficulty in Assessing Expertise Coverage

Itransition, a large IT services company, faces challenges in accurately assessing its expertise coverage based on completed case studies. The manual process of analyzing case studies using Google Analytics, surveys, and SME input is time-consuming, inconsistent, and lacks a holistic view. This hinders data-driven decision-making regarding case study creation, resource allocation, and identifying areas where expertise needs to be strengthened.

About the Client

Global IT services company providing solutions across various industries.

Objectives

Automate and streamline case study coverage analysis.
Provide a data-driven view of Itransition's expertise coverage across industries, technologies, and solutions.
Enable proactive identification of areas requiring increased case study development.
Improve the efficiency of case study planning and creation.
Facilitate data-informed decision-making for marketing and business development.

Functional Requirements

Case Study Scoring: Calculate scores based on pre-defined criteria (NDA, publication date, reference letters).
Expertise Scoring: Calculate scores for industries, technologies, and solutions based on case study coverage.
Dynamic Dashboards: Display key metrics, trends, and insights related to case study coverage.
Filtering & Sorting: Allow users to filter and sort case studies by industry, technology, solution, score, and other attributes.
Search Functionality: Enable users to search for specific case studies based on keywords.
Reporting: Provide reporting capabilities to generate summaries and visualizations.
User Role Management: Implement different user roles with varying levels of access (e.g., admin, department head, marketing).
Jira & Marketing Materials Library Integration: Provide quick access to relevant projects in Jira and case studies in the marketing materials library.

Preferred Technologies

BI platform (e.g., Tableau, Power BI, Qlik)

Cloud platform (e.g., AWS, Azure, GCP)

Database (e.g., PostgreSQL, MySQL)

Integrations Required

Jira
Marketing Materials Library
Google Analytics

Non-Functional Requirements

Scalability: The system should be able to handle a large volume of data and users.
Performance: Dashboards should load quickly and provide responsive interactions.
Security: Data should be protected from unauthorized access.
Data Integrity: Ensure data accuracy and consistency.

Estimated Business Impact

This project is expected to significantly improve Itransition's ability to leverage its case study portfolio for marketing and business development. By providing data-driven insights into expertise coverage, the system will enable more targeted case study creation, optimize resource allocation, and ultimately contribute to a higher conversion rate from leads to opportunities. The project will also reduce the time and effort required for manual case study analysis, freeing up marketing and business development resources.