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IT Solutions
for Your Needs

Use Cases 

Executive Dashboards with Live Data

A large enterprise client relied on multiple internal data sources, including data stored in Azure data bricks to conduct their enterprise analysis . They needed to have a complete view of their data to make informed business decisions, but accessing and analyzing this data  was time-consuming and required technical expertise. Executives at all levels of the organization depended on a team of analysts to pull pieces of reports together in order to develop a comprehensive view of how the firm was performing.
We provide a BI solution that connected directly to Azure data bricks and other internal data sources, allowing executives to access and analyze the data in real-time through self-service interactive BI dashboards. This reduced the time it took to access the necessary data about the firm's performance, eliminated the need for technical expertise to access key performance metrics and enabled executives to make informed decisions based on a complete view of their data.

Small Business - Financial & Operational Management

A small-business client was having difficulty managing multiple bank accounts, credit cards, and payment processors. Every month, they spent hours manually reconciling all financial statements to ensure that their books were accurate. This process was not only time-consuming but left room for errors.

With our BI automation solution, we helped the client automate the financial reconciliation process and consolidated all their financial data into one dashboard. This dashboard allowed the client to track their  performance in real-time, without having to manipulate any of the original data. The client was now able to quickly identify discrepancies, drill down into the details, and make informed decisions based on accurate and up-to-date information. Our solution saved the client time, reduced errors, and provided them with a comprehensive view of their financials, all without any additional technical expertise being required.

Account & Inventory Management 

A construction company needed assistance in managing multiple projects at a time, each with different timelines, budgets, and resource requirements. They also had to manage inventory and keep track of accounts receivables and payables. This required input from various departments such as project management, accounting, and inventory management.

Without an efficient tracking system, the company was experiencing delays, errors, and increased costs due to lack of coordination and communication between departments. They also struggled with accurately forecasting cash flow and profitability.

We developed a BI automation solution that helped by consolidating data from various sources into a single report, providing a holistic view of project progress, inventory levels, and financials. The dashboard allowed for easy tracking of key performance indicators such as project budget, labor costs, materials usage, and cash flow. This helped the company make informed decisions, identify potential issues, and optimize resource allocation for increased efficiency and profitability.

Custom CRM for Increased Renewals

A large enterprise firm needed a solution to manage their contracts with hundreds of vendors and clients. They struggled to keep track of their contracts and often missed renewal deadlines or failed to negotiate better pricing due to a lack of data insights. Our BI solutions helped automate the contract management process and provided real-time visibility into contract status, renewal dates, and pricing analysis.

Using our solution, the firm was able to upload all their contract data into a central database. The solution then automatically triggered notifications when a contract was up for renewal, enabling them to start marketing efforts early and negotiate better terms. Our predictive pricing analysis helped estimate the pricing for the product based on historical data and helped the firm to make informed decisions.

The solution also provided customizable dashboards that visualized key contract metrics such as contract value, contract type, and contract duration. This allowed the client to quickly track and manage their contracts, and make data-driven decisions on contract renewals and pricing negotiations. Overall, our BI solution saved our client time and money by providing automated contract management, real-time insights, and predictive analytics.

We make custom solutions across industries for our client's needs. Contact us to see how we can help your firm today!

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