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

Development of an Internal Analytics Dashboard for Business Performance Optimization

symfa.com
Business services

Identifying Internal Reporting and Data Management Challenges

The client faces difficulties in consolidating diverse data sources, generating real-time insights, and providing accessible dashboards for decision-makers, leading to inefficiencies and delayed strategic responses.

About the Client

A mid-sized consulting firm specializing in data-driven business solutions aiming to enhance internal reporting and operational efficiency.

Goals for Enhancing Data Visibility and Operational Efficiency

  • Automate data collection and synthesis from multiple internal systems to enable real-time reporting.
  • Develop an internal analytics dashboard that provides customizable views, KPI tracking, and drill-down capabilities.
  • Improve decision-making speed and accuracy by providing timely, comprehensive data insights.
  • Enhance data security and user access controls to safeguard sensitive information.

Core Functionalities for the Analytics Dashboard Development

  • Data aggregation from multiple internal sources such as CRM, ERP, and financial systems.
  • Customizable dashboards with visual analytics and interactive charts.
  • Real-time data refresh and automatic report generation.
  • Role-based access control and data security measures.
  • Export options for reports and data sharing.
  • Responsive interface optimized for various devices and user roles.

Technology Stack and Architectural Preferences

Web-based dashboards built with modern JavaScript frameworks (e.g., React or Angular).
Backend services utilizing scalable cloud infrastructure (e.g., AWS, Azure).
Data processing pipelines leveraging ETL tools and APIs.
Secure authentication and authorization protocols.

External Systems and Data Source Integrations

  • CRM systems for customer data.
  • ERP and financial management systems.
  • Internal reporting databases.
  • Authentication services for user management.

Performance and Security Specifications

  • System must support concurrent access by at least 100 users.
  • Dashboard data refresh should occur within 5 minutes of data update.
  • System should operate with 99.9% uptime ensuring high availability.
  • Encryption of sensitive data both at rest and in transit.
  • Compliance with relevant data security and privacy standards.

Anticipated Business Benefits and Performance Metrics

The implementation of the analytics dashboard is expected to reduce report generation time from several hours to minutes, improve decision-making agility, and support strategic initiatives through real-time data insights, ultimately increasing operational efficiency and data-driven management.

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