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Development of an Automated Sales Forecasting and Analytics Platform
  1. case
  2. Development of an Automated Sales Forecasting and Analytics Platform

Development of an Automated Sales Forecasting and Analytics Platform

effectivesoft.com
Manufacturing
Logistics
Supply Chain

Identified Challenges in Manual Sales Planning and Data Management

The client faces difficulties in automating sales planning processes and managing large volumes of sales data efficiently. Current methods are time-consuming, prone to manual errors, and hinder timely decision-making. The client needs a secure, accessible system that integrates seamlessly with existing business management solutions, supports remote access, and handles extensive data analysis to improve forecast accuracy and strategic insights.

About the Client

A medium to large manufacturing enterprise operating across multiple countries, requiring comprehensive sales planning and performance analysis tools to optimize global operations.

Goals for Automating Sales Forecasting and Enhancing Data Analysis

  • Automate sales planning workflows to improve efficiency and accuracy.
  • Implement a scalable web-based system accessible both within corporate networks and remotely via secure authentication.
  • Integrate with existing third-party business management solutions to enable seamless data exchange.
  • Develop dynamic data warehousing capabilities to optimize performance when analyzing large datasets.
  • Enable automatic sales forecasts based on historical data, with functionalities for manual adjustments and historical change tracking.
  • Create interactive dashboards with visualized reports, charts, and drill-down features tailored to various user roles.
  • Facilitate easy import/export of data through Excel and other formats to streamline data management.

Core Functional Specifications for the Sales Forecasting Platform

  • Role-based access control supporting multiple user roles (Administrator, Sales Manager, Analyst, Executive).
  • Secure user authentication and authorization, leveraging enterprise identity management solutions.
  • Data input modules for sales forecasts, actual sales data, and deal/promotions information.
  • Historical data tracking including user, timestamp, and change reasons.
  • Automated forecast generation based on historical data analysis.
  • Comparison tools to analyze current versus previous fiscal periods.
  • Dynamic, customizable dashboards presenting charts, graphs, and detailed drill-down reports.
  • Import/export functionalities supporting Excel (.xls) files and data synchronization with third-party systems.
  • Real-time data processing with optimized performance for large datasets.
  • Comprehensive audit trail and data governance features.

Technological Stack and Architectural Preferences

.NET Framework, WebAPI, EntityFramework
Azure Cloud Platform including Azure Active Directory, Azure WebJobs
TypeScript, JavaScript, Bootstrap, Highcharts
SQL Server for data storage and management
JSON for data interchange

Essential External System Integrations

  • Third-party business management solutions (e.g., ERP, CRM systems) for two-way data exchange
  • User authentication systems such as Azure AD for secure access

Critical Non-Functional System Requirements

  • Scalability to support increasing data volumes and concurrent users
  • High performance enabling rapid data processing and report generation
  • Robust security including secure remote access and data encryption
  • Availability and reliable uptime to ensure continuous access for global users
  • Ease of usability with a user-friendly interface for diverse user roles

Projected Business Benefits from the Sales Forecasting System

The implementation of the automated sales forecasting and analytics platform is expected to significantly enhance forecasting accuracy, reduce manual data management efforts, and enable faster, data-driven decision-making. Anticipated outcomes include improved strategic planning, efficient resource allocation, and better performance insights leading to optimized sales processes across multiple regions.

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