Data Analytics Archives - Imenso Software https://www.imensosoftware.com/work-service/data-analytics/ Powerful Digital Transformation Services | Imenso Software Wed, 16 Apr 2025 08:07:29 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.imensosoftware.com/wp-content/uploads/2024/06/favicon.png Data Analytics Archives - Imenso Software https://www.imensosoftware.com/work-service/data-analytics/ 32 32 An innovative tracking system for automotive excellence https://www.imensosoftware.com/work/an-innovative-tracking-system-for-automotive-excellence/ Mon, 24 Jun 2024 11:00:35 +0000 https://www.imensosoftware.com/?post_type=work&p=9071 Case study An innovative tracking system for automotive excellence Industry: Automative Country: Italy The goal of developing the car sales Management Application is to streamline and automate the processes related to managing customers, car allocations and tracking the progress of car allocations and delivery. The core challenges Limited reach: The company’s reach is limited to […]

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An innovative tracking system for automotive excellence

  • Industry: Automative
  • Country: Italy
model-driven-app

The goal of developing the car sales Management Application is to streamline and automate the processes related to managing customers, car allocations and tracking the progress of car allocations and delivery.

The core challenges

  • Limited reach: The company’s reach is limited to physical dealers or showrooms without a dedicated sales application. This prevents them from reaching customers who prefer online transactions or those whose locations are far from their places of business.
  • Operational efficiency: The sales application facilitates the sale process, reduces paperwork, and improves operational efficiency for a car company. Sales teams may be facing challenges in the management of enquiries, processing orders, and ensuring a seamless customer experience if they don’t have this digital tool.
  • Data insights: The car company may struggle to make informed decisions regarding product development, marketing strategies, and customer engagement.

Solution We have developed a user-friendly car sales management application which offers users several benefits including adaptability, less maintenance cost, scalability, and Data – Centric approach.

Integration.
Equipped with variety
of Features.

The application offers a diverse and comprehensive range of features. We have integrated different types of features and cloud flows.

  • Customer Relationship Management (CRM)
  • Generate quotes for customers based on vehicle selection, financing options, trade-ins, and incentives.
  • Offer a mobile-friendly interface or dedicated mobile app for sales representatives to access key features on the go.
  • Manage and generate documents such as sales contracts, purchase agreements, invoices, and warranties.
model-driven-app

Customization.
How we play with different features?

model-driven-app
Customer’s main & quick view form

One can use the customer’s form to maintain the customer data, which includes the first name, middle name, last name, email, business phone, mobile phone, and car allocation for the customers.

model-driven-app
Power automate workflows with teams

We Designed the workflows for sending the approval request on Microsoft teams.

Enhancement.
By adding useful features.

To elevate the application and provide an enhanced user experience, we’ve incorporated a range of features empowering users to interact seamlessly with our CSM.

Car allocation table

Users have the flexibility to create a new view named ‘Car Allocation View’ for the car allocation table with fields like name, customer, car model id, and order date.

model-driven-app
Active car view

In Active Car View users can view Car Model ID, Car name and the available status of the car.

model-driven-app
User friendly design

CSM has a very user-friendly design that enhances the overall user experience.

model-driven-app

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]]> A comprehensive Power BI dashboard for shipping industry insights https://www.imensosoftware.com/work/a-comprehensive-power-bi-dashboard-for-shipping-industry-insights/ Mon, 02 Sep 2024 17:21:15 +0000 https://www.imensosoftware.com/?post_type=work&p=9800 Case study A comprehensive Power BI dashboard for shipping industry insights. Industry: Logistics Country: Hong Kong The primary objective of creating this Power BI dashboard is to streamline the monitoring for shipping industry. By visualizing key metrics such as open and close order, yearly order intake, client retention reasons, product specific order trends, the dashboard […]

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A comprehensive Power BI dashboard for shipping industry insights.

  • Industry: Logistics
  • Country: Hong Kong
wallem

The primary objective of creating this Power BI dashboard is to streamline the monitoring for shipping industry. By visualizing key metrics such as open and close order, yearly order intake, client retention reasons, product specific order trends, the dashboard offers valuable insights for optimizing order management and client relationships and support informed decision-making and strategic planning.

The core challenges

  • Diverse data sources: The industry operated across multiple marine sectors, generating data from ship management, crew statistics, safety compliance and operational metrics. Integrating and standardizing this diverse data for analysis required extensive use of Power Query Editor to transform and cleanse raw data from multiple sources before loading it into Power Bi datasets.
  • Dynamic operational metric:The marine industry involves various dynamic metrics, such as ship performance and crew availability, which changes frequently. Developing measures and visualizations that adapts to these shifting metrics required creating flexible DAX formulas and interactive dashboard elements to provide real-time insights.
  • Data privacy and security: Ensuring the security of sensitive marine data was critical. We implemented Row-Level Security (RLS) to maintain confidentiality and integrity.

Solution To address these challenges, we have developed a customized Power Bi dashboard to help marine industry to manage and analyse their data. This dashboard features customize visualizations, and interactive elements providing clear insights and streamlined data exploration for marine professionals.

  • wallem
    Enhanced user interface: The dashboard is designed to be easy to use and understand. With a clear and simple layout, users can quickly find and interpret the data they need.
  • wallem
    Data modelling: We build a strong data model that connects different tables of information. This ensure that all data is accurate and consistent, making it easier to analyse and make informed decisions.
  • wallem
    Multiple slicers: We added multiple slicers to the dashboard, allowing users to filter and drill down into specific information. This makes it easy to explore detailed insights based on selected criteria.
  • eternis
    Reset filter button: We included a reset filter button, allowing users to quickly clear all applied filters. This makes it easy to explore different data views and insights by resetting and selecting new filters with a single click.
  • wallem
    Data conversion: Using Power Query editor, we automated data extraction and transformation process.
  • wallem
    Calculated measures: We developed custom calculations to provide insights that are most relevant to users. These calculated measures helps in deriving meaningful and actionable data points.

Integration.
Equipped with a variety of data source.

We expanded the capabilities of our Power BI dashboard by integrating with various data sources to enhance functionality and compatibility of out report, allowing us to seamlessly interact with other tools and applications.

  • SQL
  • Excel
  • SharePoint
wallem

Enhancement.
By adding useful features.

We have enhanced the dashboard with features that make data exploration and visualization more interactive and engaging, providing a more insightful experience.

Condition Formatting

Dynamic modifications such as changing the background colors of rows based on specific conditions.

wallem

Tooltips

Tooltips provide extra details and keep the right filters in place, helping users to get deeper insights.

wallem

Buttons

Users can easily switch between different location reports by clicking buttons, making it simple to view specific data.

wallem

Synchronizing slicers

Slicers are synced across all pages, so filters stay the same as users move through different tabs, keeping everything consistent.

wallem

Slicers

Different slicers let user pick specific categories, instantly showing the related data in the KPIs for easy exploration.

wallem

Bookmarking

The bookmarking feature allows users to switch between different visuals for various information while staying on the same dashboard tab, making it easy to compare data without navigating away.

wallem

Refresh button

Users can easily clear all the filters by clicking the refresh icon, allowing them to rest the dashboard and start a new analysis.

wallem

Explore more.
Additional features.

wallem

Implementing scheduled data refreshes.
This report’s implementation of schedule data refresh ensures that the shipping information is regularly updated, maintaining its relevance and accuracy over time.

scheduled

Improving the user experience with customized UI. To enhance accessibility and functionality for the shipping industry, it was necessary to refine the visual layout, incorporating intuitive navigation components and optimizing interactive features for smoother user engagement.

wallem

Key Performance Indicators. Incorporated a diverse array of Key Performance Indicators (KPIs) tailored to systematically assess and boost the efficiency, effectiveness, and overall performance of shipping operations.

wallem

Export preferred charts/KPIs. With the export feature, users can easily clean up their data and save it.There are several methods to export a BI report. Here’s a list of common export methods. PDF, PowerPoint, Excel, CSV, Web, Service API

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]]> Optimizing financial operations and insights https://www.imensosoftware.com/work/optimizing-financial-operations-and-insights/ Mon, 09 Sep 2024 16:22:38 +0000 https://www.imensosoftware.com/?post_type=work&p=9828 Case study Optimizing financial operations and insights. Industry: FinTech Country: USA The objective was to develop a Financial Central SharePoint site to enhance collaboration and management within the financial team and HR resources. This private team site maintains the confidentiality and security of financial and HR information while facilitating streamlined workflows. The core challenges Data […]

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Optimizing financial operations and insights.

  • Industry: FinTech
  • Country: USA
image

The objective was to develop a Financial Central SharePoint site to enhance collaboration and management within the financial team and HR resources. This private team site maintains the confidentiality and security of financial and HR information while facilitating streamlined workflows.

The core challenges

  • Data Security: Protecting sensitive financial and HR data was paramount. Ensuring that only authorized personnel could access specific information required robust permission management.
  • User Adoption: Encouraging finance team members to adopt and utilize the platform effectively was crucial to achieving the site’s goals.
  • Document Management: Managing a large volume of documents, including maintaining version control and preventing information loss, was a challenge. Organizing documents efficiently and tracking changes accurately without losing critical data proved difficult.
  • Integration: Integrating the SharePoint site with other tools like Microsoft Teams and Outlook was essential for maintaining seamless communication and collaboration between team members.

Solution The implemented solutions enhanced the value and user experience of the Financial Central SharePoint site by simplifying document management, streamlining workflows, and improving collaboration. These measures directly addressed core challenges such as data security, user adoption, Document Management and Integration, ensuring a robust and user-friendly platform.

  • icon
    Simplified document management: Created a well-organized document library with clear folder structures and naming conventions. Established a system to manage document revisions and ensure data integrity.
  • icon
    Effective permissions management: Set up and managed user roles and permissions in SharePoint to ensure appropriate access levels while protecting sensitive financial and HR information.
  • icon
    Integration with Microsoft Tools: Integrated the SharePoint site with Microsoft Teams and Outlook to improve collaboration and communication. This allowed team members to work seamlessly across platforms.

Integration.
Equipped with a variety of
data sources.

SharePoint’s power and versatility are enhanced by its ability to integrate with a wide range of apps and tools. We’ve included some of these integrations in this report.

  • Excel Services
  • Microsoft Teams
  • Outlook
found

Customization.

To align the Financial Central SharePoint site with specific financial and HR requirements, several customizations were implemented.

image
Custom document libraries

Created specific lists and document libraries tailored to manage financial records, Some Templates, HR documents, and other critical resources.

image
Customized events

We created a custom events feature to track meetings, deadlines, and activities. This helps teams stay organized and keep up with upcoming events easily.

image
Customized timer

We introduced a custom timer feature to efficiently track project schedules, tasks, and milestones. This tool enhances time management and enables teams to effortlessly monitor their progress and deadlines. It also provides real-time updates to keep everyone aligned and on track.

Enhancement.
By adding useful features.

We’ve added a number of features that enable users to interact with site and data in a seamless manner in order to improve the application and user experience.

News web part

Added a News Web Part to share the latest updates and announcements with the team. It shows current news and important information all in one place, making it easy for everyone to stay informed. Plus, it keeps everyone up-to-date with relevant details and helps improve communication.

image

Quick links

Added Quick Links for effortless navigation to frequently accessed departmental sections and learning resources. These links provide direct access to key pages, enhancing efficiency and saving users time.

found

Explore more.
Additional features.

icon

YouTube web parts. Added a YouTube Web Part to display important videos directly on the site. This makes it easy for the team to watch and access key video content in one place, improving communication and engagement. Plus, it keeps everyone up-to-date with visual updates and tutorials.

icon

Dynamic navigation design. The navigation is designed to be responsive, ensuring a smooth experience across all devices. This allows team members to easily access the Departmental Information Portal. The streamlined design enhances usability and accessibility for everyone.

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]]> A next-gen survey app for intelligent feedback and actionable insights https://www.imensosoftware.com/work/a-next-gen-survey-app-for-intelligent-feedback-and-actionable-insights/ Thu, 05 Sep 2024 14:15:29 +0000 https://www.imensosoftware.com/?post_type=work&p=9819 Case study A next-gen survey app for intelligent feedback and actionable insights. Industry: Media and Entertainment Country: UK The primary objective of creating a client survey app is to develop a smooth and interesting survey experience that makes it simple to analyse and visualize client replies. With the help of this software, businesses will be […]

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A next-gen survey app for intelligent feedback and actionable insights.

  • Industry: Media and Entertainment
  • Country: UK
image

The primary objective of creating a client survey app is to develop a smooth and interesting survey experience that makes it simple to analyse and visualize client replies. With the help of this software, businesses will be able to perform “what if analysis” scenarios depending on various survey factors, which will provide more information and help us in deciding how to improve our services.

The core challenges

  • Data integration and source complexity: Integrating multiple data sources (e.g. SharePoint lists) into Power Apps can be complex, especially if the data is stored in different formats. For this we use connectors and APIs effectively to establish seamless data integration.
  • Dynamic survey design: Designing a flexible and dynamic survey interface that accommodates various question types, branching logic. This is achieved by creating interactive and user-friendly survey forms. Implement logic to handle conditional display of questions based on previous responses.
  • Scalability and performance: Ensuring that the app performs well and remains responsive, even with large datasets or a high volume of concurrent users. We optimize app performance by minimizing unnecessary data calls, utilizing delegation where possible, and implementing efficient data caching strategies.
  • Data visualization and analysis: Implementing advanced visualization techniques to present survey data in a meaningful and actionable format. For this we have done Power BI integration or custom visualizations within Power Apps to create compelling dashboards and reports.
  • Security and compliance: Ensuring that sensitive client data is handled securely, and that the app complies with relevant privacy regulations. To achieve this, we Implement robust security measures within Power Apps, such as role-based access control, data encryption, and compliance with data protection standards.

Solution The solutions work together to improve the Power App’s value proposition, efficacy, and usability for users in the survey. The following solutions have been used by the project to address the challenges:

  • icon
    Data integration : Use connectors and APIs effectively to establish seamless data integration. Ensure data consistency and accuracy across various sources.
  • icon
    Dynamic feedback: Utilize Power Apps controls effectively to create interactive and user-friendly survey forms. Implement logic to handle conditional display of questions based on previous responses.
  • icon
    Data visualization: Created dashboard by using various responses of clients. By incorporating various visuals to present survey data in a meaningful and actionable format.
  • icon
    Embedded the report: Embed the report into the web application, making it easily accessible and seamlessly integrated into the user’s workflow. This empowers users to access and interact with the report directly within the application environment.

Integration.
Equipped with a variety of data source.

Power Apps is enhanced and made more compatible by the numerous ways, it can be integrated with other apps and tools. We have utilized some of these integration options for this report.

  • SharePoint
  • Power Automate
  • Power BI
found

Enhancement.
By adding useful features.

We’ve added several features that enable users to interact with data in a seamless manner to improve the application and user experience.

Enhanced data visualization

Utilized Power BI to create interactive dashboards that provide real-time insights into survey responses. Integrated custom visuals and data filters within the Client Survey App to enhance user engagement and enable detailed analysis of client feedback.

image

OTP generator

Created Power Automate flow for OTP Generator, this will security measures within Power Apps, such as role-based access control, data encryption, and compliance with data protection standards.

image

Instant updating

Created Power Automate flow for spontaneous updating of data on registering new client’s response.

found

Login with OTP

An extra edge of security is offered by OTP login in contrast to conventional password-based authentication. The OTP lowers the possibility of an unauthorized sign-in using credentials that have been stolen or hacked because it is valid for a single usage and has a brief expiration time.

image

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]]> Dynamic dashboard to analyze productivity and growth https://www.imensosoftware.com/work/dynamic-dashboard-to-analyze-productivity-and-growth/ Mon, 02 Sep 2024 17:20:12 +0000 https://www.imensosoftware.com/?post_type=work&p=9802 Case study Dynamic dashboard to analyze productivity and growth. Industry: FinTech Country: USA Our goal is to deliver a dynamic dashboard tailored for the financial industry, providing specialized business intelligence. We’ve developed a financial smart dashboard featuring easily interpretable graphs and data. This enables finance organizations to achieve strategic growth, streamline decision-making, and increase productivity […]

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Dynamic dashboard to analyze productivity and growth.

  • Industry: FinTech
  • Country: USA
capstratig

Our goal is to deliver a dynamic dashboard tailored for the financial industry, providing specialized business intelligence. We’ve developed a financial smart dashboard featuring easily interpretable graphs and data. This enables finance organizations to achieve strategic growth, streamline decision-making, and increase productivity through dynamic data analysis.

The core challenges

  • Data integration: Integrating data from multiple sources, such as SharePoint folders, MySQL dumps, Excel spreadsheets, OneDrive, and various Learning Record Store (LRS) storages, can be complex. We transformed and consolidated the data to overcome this challenge.
  • Usability and user adoption:The original reports were likely difficult to read, visually cluttered, or lacked a clear information hierarchy. To address this, we redesigned the dashboard to focus on simplicity, clarity, and intuitive navigation, improving usability and encouraging user adoption.
  • Data privacy and security: Protecting sensitive financial data is crucial. We implemented Row Level Security (RLS) to filter and safeguard sensitive data, ensuring confidentiality and enhancing security.
  • Performance enhancement: Dashboards can become slow due to excessive information and complex calculations. To maintain efficiency, we optimized the data model and report layout.

Solution We have developed a cutting-edge data visualization dashboard specifically for the financial sector, designed to present complex operational data in a clear and intuitive manner. This solution includes a comprehensive set of charts and visualizations tailored to financial data, enabling professionals to easily analyze and interpret critical information.

  • capstratig
    Gauge charts for targeted analytics: We utilize gauge charts to provide accurate forecasts of accounting performance, deficits, and premiums earned, leveraging historical data for precise analytics.
  • capstratig
    Row-Level security (RLS): To enhance data security, we implement Row-Level Security (RLS), which filters data based on predefined criteria, ensuring that sensitive information is accessible only to authorized users.
  • capstratig
    Enhanced user interface: The user interface is meticulously designed to enhance accessibility and usability, featuring improved navigation and interactive elements tailored for financial industry professionals.
  • eternis
    Embedded reports: Our solution allows for the embedding of reports and dashboards into custom applications or websites, expanding the reach and usability of financial insights.
  • capstratig
    Data modeling: We employ robust data modeling techniques to effectively organize and structure data, maximizing the analytical and visualization capabilities within Power BI, ensuring comprehensive insights and data-driven decision-making.

Integration.
Equipped with a variety of
data source.

Organizations may increase decision-making, data accessibility, workflow efficiency, and process streamlining by integrating. We used the following integration capabilities to generate this report.

  • SQL Server
  • SharePoint
  • One Drive
  • Excel Spreadsheets
capstratig

Customization.
How we played with charts?

In order to effectively display the data, we did more than just add charts; instead, we gave each one a unique design that served its intended function.

capstratig

Conditional formatting

Dynamic adjustments, like altering the background of rows according to certain criteria in the cell value of the matrix.

capstratig
Custom slicer

Created a special slicer where we included multiple values, Chiclet Slicer supports batch ticking directly and cross highlighting on visual.

Enhancement.
By adding useful features.

Synchronizing slicers

With synchronized slicers on every page, users can easily browse the data and maintain uniform filtering across various representations, enabling a seamless analytical experience.

capstratig

Page and visual level filters

Utilizing both page and visual level filters, users can now filter pages and visuals according to specific requirements, ensuring a customized viewing experience.

capstratig

Bookmarks

With bookmarks, users can easily navigate between several chart representations inside the same canvas by selecting different actionable buttons. This allows for dynamic chart displays.

capstratig

Dynamic visualization techniques

Adding different kinds of charts, like line and cluster columns, stacked bars, areas, pie, donuts, and cards, makes the dashboard look better and makes the user experience more interesting and immersive.

capstratig

Explore more.
Additional features.

capstratig
Schedule refresh. We configured reports to automatically refresh data at scheduled interval ensures users always have access to the latest insights and analytics.

scheduled
Key performance measurements. Included a wide range of Key Performance Indicators (KPIs) designed to evaluate and improve the efficiency and overall performance of financial operations.

capstratig
Export preferred charts/KPIs. With the export feature, users can easily clean up their data and save it.There are several methods to export a BI report. Here’s a list of common export methods. PowerPoint, PDF

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]]> Optimizing sales insights with a comprehensive reporting dashboard https://www.imensosoftware.com/work/optimizing-sales-insights-with-a-comprehensive-reporting-dashboard/ Fri, 08 Nov 2024 07:53:26 +0000 https://www.imensosoftware.com/?post_type=work&p=9985 Case study Optimizing sales insights with a comprehensive reporting dashboard. Industry: Healthcare Country: USA The main aim of the sales dashboard is to deliver a comprehensive view of sales performance, enabling business stakeholders to make data-driven decisions that enhance revenue generation and market strategy. The core challenges User interface and adoption: Enhanced the usability and […]

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Optimizing sales insights with a comprehensive reporting dashboard.

  • Industry: Healthcare
  • Country: USA
image

The main aim of the sales dashboard is to deliver a comprehensive view of sales performance, enabling business stakeholders to make data-driven decisions that enhance revenue generation and market strategy.

The core challenges

  • User interface and adoption: Enhanced the usability and derived user adoption of a sales report dashboard requires a strong emphasis on intuitive design, customizable features, user training, and continuous support. By developing a dashboard that is user-friendly, flexible, and aligned with sales processes, we have improved user satisfaction and engagement, ultimately leading to higher adoption rates and more effective utilization of sales insights.
  • Data accuracy and consistency: Inaccurate sales data can lead to flawed insights and poor decision-making. Established stringent data validation protocols and conducted regular audits to ensure high-quality, reliable data that supports effective sales strategies.
  • Change management: Adopted a new sales dashboard to encounter resistance from users accustomed to existing tools.

SolutionWe have developed an advanced sales report dashboard tailored for the retail sector, designed to convert complex sales data into clear and actionable insights. This solution features a robust set of visualizations focused on sales performance metrics, empowering professionals to easily analyze and interpret critical sales information.

  • icon
    Enhanced user interface: The UI of the sales report dashboard is crafted with clarity and usability in mind. It offers a visually appealing, intuitive layout that enhances the user experience, making it easy to navigate and interpret essential sales data.
  • icon
    Dynamic visualizations: The dashboard includes dynamic charts and graphs that allow users to explore sales trends, conversion rates, and customer behaviours interactively. This feature supports deeper analysis and helps users quickly uncover insights.
  • icon
    Comprehensive KPI tracking: The dashboard monitors essential sales KPIs, such as total sales, average order value, and customer acquisition costs. This ensures that stakeholders have real-time visibility into sales performance across various dimensions, including time, product, and region.
  • icon
    Quick decision making: The dashboard simplifies complex sales data, presenting it in a straightforward manner that is easy to understand briefly, enabling users to make informed decisions quickly.

Integration.
Equipped with a variety of
data sources.

Organizations may increase decision-making, data accessibility, workflow efficiency, and process streamlining by integrating. We used the following integration capabilities to generate this report:

  • Google Sheets
found

Customization.
How we played with charts?

In order to effectively display the data, we did more than just add charts; instead, we gave each one a unique design that served its intended function.

image
KPIs

Created KPIs where we included total sales, average sales, profit, record count and number of transactions.

image
Slicers

Created slicers for interactive and user-friendly sales dashboard that enhance data exploration and decision-making.

Enhancement.
By adding useful features.

Dynamic visualization techniques

Adding different kinds of charts, like Bar, Pie chart and Cards, makes the dashboard look better and makes the user experience more interesting and immersive.

image

Pie chart

This chart represents the total sales by region.

found

Data tables

This table represents the total sales across product category and manufacturer.

image

Bar chart

This Bar chart represents the total sales and Profit on X axis for each year.

found

Explore more.
Additional features.

icon

Real-Time data updates. The dashboard provides real-time data refresh capabilities, ensuring users have access to the most current financial information for timely decision-making.

icon

Responsive design. This dashboard is accessible and functional across all devices, including smartphones and tablets, allowing for on-the-go insights.

icon

Export preferred charts/KPIs.With the export feature, users can easily clean up their data and save it. There are several methods to export a BI report. Here’s a list of common export methods:
PDF, Power Point, Excel, CSV, Web, Service API 

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]]> Innovative dashboard solutions for smarter operations https://www.imensosoftware.com/work/innovative-dashboard-solutions-for-smarter-operations/ Wed, 11 Sep 2024 15:42:11 +0000 https://www.imensosoftware.com/?post_type=work&p=9833 Case study Innovative dashboard solutions for smarter operations. Industry: eCommerce Country: India The goal of this project is to analyze e-commerce order data to extract valuable insights that will help optimize business operations and enhance customer satisfaction. This will be achieved by developing a comprehensive, interactive dashboard that provides actionable insights and supports data-driven decision-making. […]

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Innovative dashboard solutions for smarter operations.

  • Industry: eCommerce
  • Country: India
image

The goal of this project is to analyze e-commerce order data to extract valuable insights that will help optimize business operations and enhance customer satisfaction. This will be achieved by developing a comprehensive, interactive dashboard that provides actionable insights and supports data-driven decision-making.

The core challenges

  • Data quality and consistency: Making sure the data is accurate and consistent, especially for things like order status and delivery dates. Clean and standardize the data to fix any errors and fill in missing information.
  • Customer segmentation: Grouping customers based on their age, plan, and buying habits to improve marketing. Use grouping techniques to identify and target different customer types.
  • Order fulfillment and delivery: Understanding and improving how long orders take to fulfill and how often they are returned. Track key metrics to find and fix delays in the delivery process.
  • Product performance: Figuring out which products are popular or not, and how they are received by customers. Analyze sales and feedback to better manage inventory and product selection.

Solution We’ve created an advanced data visualization tool that simplifies complex data, making it easy to understand and interpret.

  • icon
    Visualization and dashboards: Design interactive dashboards that highlight key metrics and trends, making data easy to monitor and analyze. Use various visual tools like charts, graphs, and maps to effectively convey insights.
  • icon
    Data integration: Build a comprehensive data integration framework to unify and combine data from various sources into a single, easily accessible platform.
  • icon
    Embedded reports: Integrate reports directly into your applications or dashboards, allowing users to view and interact with data insights within their workflow without needing to switch between different tools.

Integration.
Equipped with a variety of
data sources.

Qlik Sense’s power and flexibility are significantly boosted by its ability to integrate with a variety of applications and tools. This report explores various integrations and their effects.

  • Flat files
  • QVD Files
  • SQL
  • Oracle
image

Customization.

We’ve customized each chart to enhance data visualization, aligning them with specific characteristics for accurate representation. This tailoring improves both insights and usability.

image
Color schemes

Applying color schemes that enhance readability and highlight important data points or trends.

image
Filters and interactivity

Incorporating interactive elements such as filters and drill-downs to allow users to explore data more deeply.

found
Layout and design

Adjusting the layout and design of charts and dashboards to improve visual appeal and user experience.

Enhancement.

Custom KPI design

Design custom KPIs using Qlik Sense’s KPI design options to align with specific business objectives and user needs.

image

Interactivity

Add interactive elements like tooltips, drill-downs, and hover effects to provide additional details and enhance the dashboard’s usability.

found

Explore more.
Additional features.

icon

Interactive dashboards. Enables users to delve into more detailed layers of information and context. This functionality allows for dynamic exploration of data by clicking through visualizations. As a result, users can uncover deeper insights, analyze trends, and identify patterns more effectively.

icon

Customizable widgets. Users adjusted their dashboards by adding and arranging different elements to fit their needs. This customization helped them create a view that worked best for them, making the dashboard more useful and easier to use.

icon

Export preferred charts/KPIs. Users are provided with an intuitive interface that allows them to easily select and export their preferred charts and KPIs from the Customer Qlik Sense app. Export to PDF, QVF files

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]]> Enhancing communication and team engagement https://www.imensosoftware.com/work/enhancing-communication-and-team-engagement/ Wed, 04 Sep 2024 14:32:08 +0000 https://www.imensosoftware.com/?post_type=work&p=9811 Case study Enhancing communication and team engagement. Industry: EdTech Country: US The project goal is to build an easy-to-use and efficient intranet on our existing Microsoft SharePoint platform. This intranet site will improve how we manage documents, share knowledge, and communicate, making it easier for employees to work together. It will also be designed to […]

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Enhancing communication and team engagement.

  • Industry: EdTech
  • Country: US
image

The project goal is to build an easy-to-use and efficient intranet on our existing Microsoft SharePoint platform. This intranet site will improve how we manage documents, share knowledge, and communicate, making it easier for employees to work together. It will also be designed to grow with our organization and adapt to future technology needs.

The core challenges

  • News and announcements: Managing the publishing process to ensure content is accurate and appropriate, while still allowing timely updates.
  • Employee engagement:Gathering and managing employee feedback effectively, while keeping engagement tools easy to use.
  • Events and calendars: Managing and communicating events effectively across the organization, ensuring high participation and engagement.
  • Document management: Ensuring that documents are organized, accessible, and version-controlled, while preventing unauthorized access.
  • User authentication and access control: The intranet should require users to authenticate using their company credentials. Access to different sections and features shall be based on role-based permissions to ensure data security.

Solution The solutions work together to enhance the value, effectiveness, and user experience of the Company Intranet site, while also addressing the project’s challenges:

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    Custom list for employee profiles: Create a SharePoint list or library to manage employee profiles, including contact information, roles, and departments.
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    Discussion boards: Use SharePoint discussion boards or integrate with Microsoft Teams for real-time collaboration and communication.
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    Feedback surveys: Implement feedback forms or dedicated pages for employees to provide insights and suggestions.
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    User interface design: Design a visually appealing and responsive user interface based on user feedback and usability testing.
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    Access controls: Apply access controls to restrict sensitive data access and conduct regular security updates.

Integration.
Equipped with a variety of
data source.

SharePoint’s power and flexibility are significantly enhanced through its integration with a variety of applications and tools. This report explores several of these integrations and their impacts.

  • Excel Services
  • Microsoft Planner
  • Microsoft Forms
  • Outlook
  • Power BI
  • Microsoft Teams
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Customization.

To ensure the Company intranet Site aligns perfectly with our unique requirements, we customized several features in SharePoint.

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Form customization

Create a SharePoint list or library to manage employee profiles, including contact information, roles, and departments.

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Navigation improvements

Changing the layout or structure of the site’s navigation based on user input to make it easier for users to find what they need.

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Quick links section

The quick links section was customized to show the most useful tools, forms, and resources specific to each user’s department. For example, HR staff see links to HR forms, while IT staff see links to IT tools. Users can also rearrange or add their
own quick links, making the navigation more personal and convenient.

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Social media

The footer was customized to include social media icons that link directly to the company’s active feeds. This allows employees to see the latest updates without leaving the intranet. A feature was also added so employees can easily share company content on their own social media accounts, encouraging more engagement and support for the brand.

Enhancement.
By adding useful features.

We’ve introduced several features that allow users to interact with the site and data more smoothly, enhancing both the application and overall user experience.

Employee directory

A comprehensive directory with detailed employee profiles, including contact information, roles, and departments, helping users connect and collaborate more effectively.

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Events calendar and reminders

A unified calendar that shows both company-wide and departmental events. Users can receive automatic reminders to stay updated on important dates.

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Document version control

This feature tracks changes to documents over time. Users can see and restore previous versions if needed, helping to keep a clear history of updates and ensuring everyone is working with the right information.

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Explore more.
Additional features.

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Helpdesk and support. Use the dedicated section to submit and track IT support requests. It streamlines the issue resolution process by providing a clear view of status and updates. You can also check the history of your requests for easy follow-up and resolution.

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Announcements and news. The news and announcements section was enhanced with advanced filtering options, allowing users to sort updates by department, date, or keywords. A “Read More” feature was added for expanding or collapsing announcements to improve readability.

The post Enhancing communication and team engagement appeared first on Imenso Software.

]]> An automated Power App for seamless team collaboration https://www.imensosoftware.com/work/an-automated-power-app-for-seamless-team-collaboration/ Tue, 03 Sep 2024 14:50:49 +0000 https://www.imensosoftware.com/?post_type=work&p=9807 Case study An automated Power App for seamless team collaboration. Industry: EdTech Country: UK The goal is to streamline and automate the process for the sales & other teams by developing a Power App that allows them to input and select relevant details for each input. This data entry will trigger a Power Automate flow […]

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An automated Power App for seamless team collaboration.

  • Industry: EdTech
  • Country: UK
auto-team-builder

The goal is to streamline and automate the process for the sales & other teams by developing a Power App that allows them to input and select relevant details for each input. This data entry will trigger a Power Automate flow that automatically creates a dedicated Microsoft Teams channel with the selected team’s members so that all the relevant teams could work on the same channel.

The core challenges

  • Time consuming process: Manual processes are prone to human errors, such as incorrect data entry, missed steps in creating channels or folders, and inconsistent naming conventions. These errors could lead to chaos within the team.
  • Higher risk of errors:The original reports were likely difficult to read, visually cluttered, or lacked a clear information hierarchy. To address this, we redesigned the dashboard to focus on simplicity, clarity, and intuitive navigation, improving usability and encouraging user adoption.
  • Challenges in collaboration: Without automated processes, collaboration among team members could be hampered by disorganized or hard-to-find information. This could lead to communication breakdowns and a lack of coordination within the team.
  • Difficulty in tracking and management: Manually managing lists, tasks, and deadlines would make it harder to track progress, assign responsibilities, and ensure accountability. This could lead to missed deadlines or overlooked tasks.
  • Inconsistent execution: Without automation, there is a risk of inconsistent execution across different sales initiatives. Some teams might follow different procedures, leading to a lack of standardization in how information is organized and accessed.

Solution The solutions work together to enhance the value, effectiveness, and user experience, while also addressing the project’s challenges.

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    Centralized data entry via power apps: We developed a user-friendly Power App where the sales team can enter and select the necessary details for each sales initiative.
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    Automated team channel creation with power automate: We have created a Power Automate flow that triggers upon data submission in Power Apps.
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    Automated sharePoint list and folder management: The Power Automate flow will also generate a SharePoint list to track start and due dates, assign tasks, and manage responsibilities.
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    Automated workflows: We implemented Automate workflows for Team’s channel creation, creating files in SharePoint and team’s channel and improving process efficiency.

Integration.
Equipped with a variety of
data source.

This system offers a diverse and comprehensive range of features. We have integrated different types of features and workflows.

  • Centralized Data Entry via Power Apps
  • Automated Teams Channel Creation
  • Automated Folder Creation in Teams
  • Automated Folder Creation in SharePoint
  • Structured Data Storage
  • Scalable Automation Workflow
auto-team-builder

Customization.

To ensure the Auto teams builder aligns perfectly with our unique requirements, we customized several features.

auto-team-builder

SharePoint integration to check the progress of work item

Integrated SharePoint to check the progress of each work item in the progress tracker list.

auto-team-builder
Customized workflows

Developed workflow with Power Automate to create a dedicated Teams channel, generate a SharePoint list to track key dates and task assignments, and establish corresponding folders in both Teams and SharePoint for document management.

Enhancement.
By adding useful features.

To elevate this system and provide an enhanced user experience, we have incorporated a range of features empowering users to improve the user experience.

Dynamic form fields in power apps based on user input

Adjusts the form fields in Power Apps dynamically based on the user’s input, making the data entry process more intuitive and relevant to the specific context of the sales initiative.

auto-team-builder

Cross-Team collaboration features

Facilitates collaboration between different teams by integrating communication and file-sharing features, ensuring that all relevant parties can work together efficiently.

auto-team-builder

Advanced search capabilities

We enhanced search functionality within Teams and SharePoint to quickly locate relevant documents and conversations.

auto-team-builder

The post An automated Power App for seamless team collaboration appeared first on Imenso Software.

]]> Streamlining global financial services with an advanced Power BI dashboard https://www.imensosoftware.com/work/streamlining-global-financial-services-with-an-advanced-power-bi-dashboard/ Mon, 02 Sep 2024 17:21:49 +0000 https://www.imensosoftware.com/?post_type=work&p=9801 Case study Streamlining global financial services with an advanced Power BI dashboard. Industry: FinTech Country: USA The main objective of this Power BI dashboard is to provide a comprehensive and user-friendly view of financial data. The dashboard helps in tracking key metrics such as client engagement, service performance and financial growth. By offering easy to […]

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Streamlining global financial services with an advanced Power BI dashboard.

  • Industry: FinTech
  • Country: USA
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The main objective of this Power BI dashboard is to provide a comprehensive and user-friendly view of financial data. The dashboard helps in tracking key metrics such as client engagement, service performance and financial growth. By offering easy to understand visuals and insights, it supports informed decision-making and enhances the efficiency of financial services for client worldwide.

The core challenges

  • Data integration:Since the organisation operates across multiple countries and offers a range of financial services, it is important to correctly integrate and unify the data that arrives from multiple sources. We used Power Query Editor to solve this problem by making sure the data is correctly formatted and merged.
  • Data security: It’s critical to stop data leaks because financial data is sensitive. To secure data and manage access based on user responsibilities, we deployed Power BI’s data protection features, including as Row-Level Security (RLS) and Object-Level Security (OLS).
  • User accessibility: The dashboard needs to be user-friendly and accessible to a wide audience because clients and team members are spread across many nations and languages. To accommodate a range of user requirements and language choices, we created an intuitive interface that is both easy to use and navigate.
  • Real time data update: Real-time or nearly real-time data updates are necessary for the industry which operates worldwide. We set up regular data refresh schedules to make sure the dashboard displays the most recent information and seamlessly interacts with real-time data streams in order to deliver timely insights.

Solution We focused on developing a comprehensive and user-friendly tool to address the main issues and improve dashboard functionality. Our solution consists of trend analysis across several regions and industries, easy report embedding into web apps, and using a variety of visualisations to make financial data easier to see. Together, these features help users’ access to, integration with, and understanding of data.

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    Trend analysis: To analyse financial data across various industries, goods, and places, we built trend analysis features. This gives customers a thorough understanding of performance trends by enabling them to spot patterns and insights that are customised for particular groups.
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    Multiple-Visuals: To show various financial metrics in an understandable and clear way, we made use of a range of visualisations. We made sure that customers could quickly and effortlessly understand complex financial data by combining a variety of visual styles.
  • Embedded report: The report was embedded directly into the online application. By allowing users to interact with the dashboard from within their main application, this connection enhances accessibility and streamlines user experience.

Integration.
Equipped with variety of features.

To improve usefulness and connectivity with other tools and apps, Power BI offers a variety of integration possibilities. For this project, we made use of some of the below integrations.

  • SharePoint Folders
  • SharePoint
  • One Drive
  • Excel Spreadsheets
  • DataFlow
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Enhancement.
By adding practical features.

We have enhanced the dashboard with features that make data exploration and visualization more interactive and engaging, leading to a more insightful experience.

Company colour theme and customised UI

To ensure a unified and branded look, we used the company colour theme across the dashboard. We also made adjustments to the user interface to improve its aesthetic appeal and usability, which resulted in a dashboard that is both aesthetically pleasing and functionally consistent with the company’s branding.

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Navigation buttons

To enable smooth shifting between the dashboard’s tabs, navigation buttons were included. This feature makes sure that users may navigate between various parts and insights with ease and without losing their context.

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Slider for slicer

To enable users to modify the range of data being shown, a slider was incorporated into the slicers. This feature improves the accuracy of insights and makes it easier to focus on particular data ranges.

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Funnel chart

To illustrate the stages of data flow and progression graphically, we incorporated a funnel chart. Users may better understand the effectiveness of different processes and conversion rates in the financial data by referring to this chart.

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Slicers

To allow users to filter data and get more focused insights, we included a variety of slicers. Better analysis and customised data exploration are made possible by these slicers.

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Explore more.
Additional features.

Key performance indicators. Employed a wide range of KPIs to carefully evaluate and enhance the productivity and overall performance of the chemical manufacturing sector.

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Export preferred charts/KPIs. With the export function, users can quickly save it in the format that best fits their requirements. A variety of formats, such as Excel, CSV, and PDF, are available for selection.

The post Streamlining global financial services with an advanced Power BI dashboard appeared first on Imenso Software.

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