Development of a Comprehensive Internal Analytics Dashboard for Data-Driven Business Optimization

The client experiences difficulties in consolidating operational data across multiple units, leading to fragmented insights and delays in decision-making. Existing reporting processes are manual, time-consuming, and prone to errors, hindering strategic responsiveness.

A mid to large-sized professional services firm specializing in client management and operational optimization, seeking advanced data analytics capabilities.

• Develop a centralized internal analytics dashboard to unify data from various sources.
• Automate data collection and reporting processes to improve accuracy and reduce operational overhead.
• Provide real-time insights to support quick, data-driven decisions.
• Increase operational transparency and improve overall efficiency by enabling stakeholders to access relevant analytics.
• Achieve measurable improvements such as reducing report generation time by 50% and increasing decision-making speed.

• Unified data integration layer to connect various internal data sources such as CRM, ERP, and third-party APIs.
• Customizable dashboards with interactive data visualizations and KPI indicators.
• Automated data refresh schedules and report generation modules.
• User role-based access control for security and data governance.
• Real-time data processing and visualization for timely insights.
• Export options for reports and analytics in multiple formats.
• Notification system for key metric alerts and anomalies.

• CRM system for customer interaction data
• ERP system for operational and financial data
• Third-party APIs for market and industry data
• Internal databases and data warehouses

• System must support concurrent access by at least 200 users without performance degradation
• Dashboard data refresh within 15 minutes for near real-time accuracy
• Data security compliant with industry standards (e.g., ISO 27001, GDPR)
• System availability of 99.9% uptime
• Data encryption both in transit and at rest

The new analytics platform is expected to significantly enhance decision-making speed, reduce manual reporting efforts by up to 50%, and improve operational transparency. These improvements are projected to lead to increased efficiency, quicker responses to market changes, and better strategic planning, ultimately driving measurable business growth.