Development of a Self-Service On-Demand Business Intelligence and Reporting Platform

A retail organization faces difficulties in aggregating dispersed internal data from various sources such as ERP, inventory systems, warehouse management, and eCommerce platforms. Limited access to these insights hampers timely strategic and operational decisions, with only a few high-level executives having access, resulting in delays and reduced responsiveness.

A large retail organization with multiple operational units and extensive data sources, seeking to improve decision-making through streamlined data access and analysis.

• Create a centralized, automated reporting platform to unify access to operational data.
• Empower key stakeholders to perform ad hoc queries and generate customized reports accessible on any device.
• Provide predefined dashboards and visualizations based on the top recurring queries, including inventory status and sales performance.
• Implement secure, scalable, and seamless integration with existing enterprise systems to ensure real-time data accessibility.
• Reduce reliance on IT for routine reporting, thereby increasing overall organizational productivity.
• Enable visibility into critical business metrics to facilitate smarter, faster decision-making across the organization.

• Automated distribution of initial quick reports with dashboards and visualizations based on the most common queries.
• Self-service ad hoc querying interface for authorized users to access and analyze data independently.
• Ability to generate, customize, and publish detailed reports for broader organizational access.
• Integration with multiple external data sources including ERP, inventory management, warehouse systems, and eCommerce platforms.
• User-friendly interface optimized for desktop and mobile devices.
• Role-based access control to ensure data security and appropriate access levels.
• Configurable dashboards with real-time data refresh capabilities.

• ERP systems
• Inventory and warehouse management systems
• eCommerce platforms
• Data visualization and BI tools
• Security and authentication systems

• High availability with 99.9% uptime
• Real-time data refresh and updates
• Robust security protocols to protect sensitive business data
• Scalability to support hundreds of concurrent users
• Minimal latency in report generation and query responses

The implementation of an automated self-service reporting system will significantly enhance data accessibility and operational visibility. The organization can expect quicker, data-driven decisions that lead to increased efficiency, improved inventory management, and sales insights. Over time, these improvements will foster innovative growth opportunities, with daily system usage reaching several hundred reports accessed by a large number of users, thus empowering staff at all levels and reducing dependency on IT support.