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Development of an Internal Analytics Dashboard for Business Optimization
  1. case
  2. Development of an Internal Analytics Dashboard for Business Optimization

Development of an Internal Analytics Dashboard for Business Optimization

symfa.com
Business services

Challenges Faced by the Client in Data Management and Reporting

The client struggles with manual, inefficient data collection and reporting processes, leading to delayed insights and suboptimal decision-making. Their existing systems lack a centralized analytics platform, causing data silos and difficulty in accessing real-time metrics.

About the Client

A mid-sized consulting firm specializing in operational efficiency and data-driven decision making seeking to enhance internal reporting capabilities.

Goals and Expected Outcomes for the New Analytics Platform

  • Implement a centralized internal analytics dashboard to aggregate data from various internal sources.
  • Automate data collection and reporting processes to reduce manual effort and reporting latency.
  • Provide real-time visualization of key performance indicators (KPIs) to support rapid decision-making.
  • Improve data accuracy and consistency across reports.
  • Achieve a measurable increase in operational efficiency and faster strategic insights.

Core Functionalities and Features of the Analytics Dashboard

  • Data aggregation module interfacing with multiple internal data sources (e.g., CRM, ERP, internal databases).
  • Real-time KPI dashboards with interactive charts and filters.
  • Automated report generation and scheduled data refreshes.
  • Secure login with role-based access control.
  • Alerts and notifications for specific metric thresholds.
  • Search and filter capabilities to drill down into detailed data.

Technological Stack and Architectural Preferences

Cloud-based deployment architecture for scalability
React or Angular for front-end development
Node.js or Python for back-end processing
Data visualization libraries such as D3.js or Chart.js
RESTful API integration

External Systems and Data Source Integrations Needed

  • CRM systems for sales and customer data
  • ERP platforms for operational data
  • Internal databases for historical data
  • Notification systems (e.g., email, Slack)

Performance, Security, and Scalability Expectations

  • System should support at least 500 concurrent users.
  • Dashboard refresh time less than 2 seconds for key metrics.
  • Data encryption in transit and at rest.
  • Compliance with internal security policies and standards.
  • Availability of 99.9% uptime.

Anticipated Business Benefits and Project Impact

The implementation of a centralized analytics dashboard is expected to reduce report generation time by over 50%, enhance decision-making speed through real-time data visibility, and increase operational efficiency by streamlining data workflows, ultimately supporting faster strategic initiatives and improved business performance.

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