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Real-Time Business Intelligence Platform with Custom Dashboards for Multi-Unit Operations

instinctools.com

Information technology

Challenges in Data Management and Decision-Making

The company faced fragmented management insights, outdated manual reporting processes consuming 3+ days monthly, lack of real-time visibility across departments (sales, finance, HR, project management), and inability to identify business performance bottlenecks due to decentralized data sources.

About the Client

Fast-growing IT services provider requiring advanced data analytics solutions

Strategic Business Goals

Automate data collection and reporting processes across 14 business units
Implement real-time dashboards for all departments with <3-hour data latency
Improve sales pipeline conversion rates by 40%+ through actionable insights
Reduce manual reporting time by 70%
Enable self-service analytics for 500+ employees

Core System Capabilities

14 customizable real-time dashboards per business unit
Automated ETL pipeline from 8+ data sources
Interactive report generation with scheduling
Role-based access control for data security
Self-service data exploration tools
AI-powered anomaly detection

Technology Stack

Power BI

Azure Data Lake

SQL Server

NoSQL databases

Python/R for data analysis

System Integrations

Jira Atlassian
Zoho CRM
QuickBooks
Google Sheets
Confluence
Service Desk

Operational Requirements

99.9% system uptime SLA
Support for 500+ concurrent users
Data encryption at rest/transit
Horizontal scalability for future units
Response time <2 seconds for dashboard interactions

Expected Business Outcomes

Projected 9.6% revenue growth through sales pipeline optimization, $100K+ annual cost savings from automated reporting, 44% improved conversion rates in critical sales stages, and 4% increased project profitability through data-driven resource allocation across departments.