Development of a Secure Internal Analytics Dashboard for Business Performance Monitoring

Business services

Identifying Pain Points in Business Data Visibility and Reporting

The client experiences challenges in consolidating operational data from multiple sources, leading to delayed or inaccurate reporting that hampers strategic decision-making and operational efficiency.

About the Client

A mid-sized professional services firm seeking to enhance data-driven decision-making through advanced analytics and reporting tools.

Goals for Improving Business Data Insights

Develop an internal analytics dashboard that provides real-time, customizable reports to improve visibility into key performance metrics.
Reduce data reporting and analysis time by at least 30%.
Enhance data security and user access controls to ensure sensitive information is protected.
Integrate data from multiple internal sources (e.g., CRM, financial systems, project management tools) into a unified platform.

Core Functionalities of the Analytics Platform

Real-time data processing and updating to ensure up-to-date reporting.
Customizable dashboards and report templates for different user roles.
Advanced filtering and drill-down capabilities for detailed analysis.
Role-based authentication and authorization mechanisms.
Data export and sharing options, including PDF and Excel formats.
Automated scheduling of reports and notifications.

Preferred Technologies and Architectural Approach

Web application built with modern JavaScript frameworks (e.g., React, Angular).

Backend services utilizing RESTful APIs, possibly with Node.js or similar platforms.

Secure authentication protocols (e.g., OAuth2, SAML).

Responsive design for cross-device compatibility.

Cloud deployment for scalability and availability.

Essential External System Integrations

CRM system for customer data synchronization.
Financial systems for financial data integration.
Project management tools for operational metrics.
Single Sign-On (SSO) providers for access control.

Non-Functional System Requirements

System scalability to support at least 500 concurrent users.
High availability with 99.9% uptime SLA.
Data security compliance, including encryption at rest and in transit.
Response time under 2 seconds for dashboard load and data queries.
Regular backups and disaster recovery procedures.

Anticipated Business Benefits Upon Implementation

The implementation of the analytics dashboard is expected to reduce reporting time by 30%, improve decision-making accuracy, and strengthen data security. These enhancements aim to boost operational efficiency, support strategic initiatives, and facilitate faster responses to market changes, ultimately leading to increased competitive advantage.