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

Development of an Internal Analytics Dashboard for Business Process Optimization

velvetech.com
Business services

Identified Challenges in Data Visibility and Client Engagement

The company faces difficulties in monitoring internal service delivery metrics and lacks an integrated platform for real-time data analysis, which hampers proactive decision-making and client satisfaction. Additionally, there is a need to streamline internal workflows to improve efficiency across departments.

About the Client

A mid-sized company specializing in providing consulting and technology solutions to various industries, aiming to enhance its internal data analysis capabilities and client service offerings.

Goals for Enhancing Data-Driven Business Operations

  • Develop a centralized internal analytics dashboard to facilitate real-time data visualization and reporting.
  • Improve decision-making speed and accuracy through comprehensive insights into service delivery and operational KPIs.
  • Automate data collection and processing pipelines to reduce manual efforts and data discrepancies.
  • Enhance client engagement by providing transparent, data-driven updates on project statuses and deliverables.
  • Achieve measurable improvements in operational efficiency and client satisfaction within predefined timelines.

Core Functional Capabilities for the Analytics Platform

  • Real-time data aggregation from existing service management, CRM, and ERP systems.
  • Customizable dashboards with visualizations such as charts, graphs, and heatmaps.
  • Automated report generation and scheduled data updates.
  • Role-based access controls for data security and appropriate user permissions.
  • Automatic alerts for key performance indicators exceeding or falling below predefined thresholds.
  • Export and sharing capabilities for reports and visualizations.

Technologies and Architecture Preferences for the Data Platform

Cloud-based data storage solutions for scalability
Data processing pipelines utilizing modern ETL tools
Web technologies for dashboard development (e.g., React, Angular)
Artificial intelligence and machine learning models for predictive analytics

External Systems and Data Sources for Seamless Connectivity

  • Service management systems
  • Customer relationship management (CRM) platforms
  • Enterprise resource planning (ERP) systems
  • Notification and alerting services

Essential Non-Functional Characteristics and Performance Metrics

  • System scalability to handle increasing data volumes without degradation
  • High availability with 99.9% uptime
  • Data security compliance (e.g., encryption at rest and in transit)
  • Performance latency under 2 seconds for most interactive dashboard queries
  • Responsive interface across desktops and mobile devices

Expected Business Benefits and Project Impact

The implementation of the analytics dashboard is projected to significantly enhance decision-making efficiency, leading to an estimated 25% reduction in operational delays and a 15% increase in client satisfaction scores within the first year. Automated data pipelines will free up resources, allowing staff to focus on strategic initiatives, thereby improving overall business agility.

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