The client needed a business intelligence system to analyze operations and customer interactions. Another task was to integrate several data sources into this system to obtain a complete picture of each client.
The client was interested in the tendencies of growth and expansion of his customers through marketing channels (funnel) and products, models of customers' use of products and services, tendencies of customer withdrawal by products and distribution channels. Based on these needs, the client has identified two required categories of reports:
Quarterly reports and quarter comparison reports, annual reports and annual comparison reports.
Operational reports that deal mainly with measuring the day-to-day activity, which allows making decisions during a workday – in order to improve daily business outcomes.
Planning a system that is able to process and retrieve very large amount of data in a short time. For this purpose, we developed a complex data warehouse that included data from a variety of very large databases.
Accessibility to very large amounts of data via reports, in a way that the report gives a clear and articulate business answer through a minimum use of data screens. We chose to use an end-user Self Service BI tool, whereby the end user can develop their own reports.
We trained the customers employees to use the systems front end to create reports independently.
The customer received a self-service business intelligence solution. The operational reports helped him identify faults and improve day-to-day outcome. The strategic reports were used in management and board meetings.
The customers employees after a short session of training begun to create independently the reports that increased the level of satisfaction and slowed the burn rate of the projects budget.