Case Study · Professional Services

Management Dashboards Across Separate Business Systems

A secure, read-only data integration layer bringing operational and financial data together. Information from separate specialist platforms is collected on a schedule into a reporting store and shown as filtered dashboards with drill-down.

Business IntelligenceAPI IntegrationDashboard Development
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Summary

At a glance

Client
Professional services business with several specialist platforms
Industry
Professional Services
The problem
Managers lacked a single view of operations and financial performance because key data sat in different specialist platforms.
What we built
A secure, read-oriented data integration layer that consolidated scheduled information into a reporting store and presented filtered dashboards with drill-down views.
Systems and technology
AWS serverless, React, Reporting database, APIs
Results
  • Faster Access to management information.
  • Less manual Reduced manual spreadsheet consolidation.
  • Consistent More consistent KPIs and reporting definitions.
  • Traceable Data refreshes and integration monitoring.
Client Context

Professional services business with several specialist platforms

A professional services business whose operational and financial data sat in different specialist platforms.

The Challenge

What needed to change

Managers lacked a single view of operations and financial performance because key data sat in different specialist platforms.

The Solution

What we built

A secure, read-oriented data integration layer that consolidated scheduled information into a reporting store and presented filtered dashboards with drill-down views.

Read-only integration

Data read from each specialist platform without changing it.

Scheduled refresh

Information collected on a schedule, with refreshes traceable.

Reporting store

Data consolidated in one reporting store.

Dashboards

Filtered dashboards with drill-down views.

Monitoring

Integration monitoring for the data feeds.

Built with:
AWS serverlessReactReporting databaseAPIs
Results

What changed

Faster Access to management information.
Less manual Reduced manual spreadsheet consolidation.
Consistent More consistent KPIs and reporting definitions.
Traceable Data refreshes and integration monitoring.
Similar Project?

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Tell us what you want to fix

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Kasun Wijayamanna, founder of HELLO PEOPLE

Kasun Wijayamanna, founderYou deal with Kasun from scope to delivery. No account managers and no offshore handoff.