About the client:
The client, based in the United States, is a multinational company specializing in optical and routing systems and automation software. The client designs and manufactures network systems for an international customer base, including routing and optical devices, network management tools, and automation solutions.
Challenges:
The client noticed that decision-making and strategic planning were affected due to some difficulties in managing and analyzing data. They needed to track key metrics, optimize resource allocation, and improve overall business performance.
This is why it was important to develop data analytics dashboards; each tailored to specific business needs. These dashboards offer real-time insights, which enables informed decision-making, improved operational efficiency, and optimized resource management.
Solutions:
The Analytics and Reporting team at FlairsTech developed around 30 data analytics dashboards, each tailored to specific business needs. These dashboards offered exactly what the client needed; real-time insights. This resulted in better decision-making, improved operational efficiency, and optimized resource management. The solution included the following:
- Data Integration: Integrating data from various sources, including booking platforms, Jira, and internal forecasting systems.
- Dashboard Design and Development: Creating intuitive, interactive dashboards with user-friendly interfaced and robust data visualizations to allow the client to easily explore and analyze their business data.
- Customization and Scalability: Ensuring the dashboards are flexible and customizable to meet the specific needs of the client. There is also the possibility and capacity to scale as the business grows.
- Support: Providing ongoing support to address any issues or updates.
Some of the key deliverables FlairsTech offered included:
- Booking Dashboards: A dashboard to analyze booking transactions, track trends over time, and identify high-revenue products.
- Opportunities Dashboards: A tool used to manage business opportunities, track progress, forecast potential revenue, and assess the likelihood of success for each opportunity.
- Jira Issue Overview Dashboard: A performance tracking dashboard that uses Jira data to assess and evaluate employee productivity and issue resolution. Its main aim is to improve team efficiency and identify areas for improvement.
- Utilization Outlook Dashboard: A dashboard to compare forecasted and actual resource utilization, identify discrepancies, and provide recommendations for better resource allocation and operational efficiency.
Impact:
By implementing these dashboards, the client has experienced specific, measurable improvements in decision-making, efficiency, resource management, forecasting, and overall business growth. The dashboards have empowered them to operate more strategically, with data supporting every business decision.
- Improved Decision-Making in Bookings: This enabled the client to focus marketing and sales efforts on high-revenue products.
- Streamlined Opportunity Management: By segmenting opportunities based on probability, they were able to prioritize high-potential opportunities.
- Revenue Forecast: This enabled more accurate financial planning, with forecasts becoming more accurate compared to previous manual methods.
- Optimized Team Performance and Efficiency: There is a reduction in average issue resolution time and improved employee efficiency by identifying bottlenecks and redistributing workloads more effectively.
- Effective Resource Allocation and Load Management: improvement in resource utilization efficiency and managers were able to distribute work more equitably across teams.
- Accurate Utilization and Capacity Planning: The client adjusted their forecasting methodology and optimized their resource plans, also highlighted utilization gaps, leading to better capacity control and ensuring the client was able to meet client demands without exceeding available resources.
- Enhanced Forecasting and Financial Planning: enabled the client to track the probability of success for each opportunity, improving revenue forecasting accuracy. allowing the client to make better-informed decisions regarding investments and growth strategies.
- Data-Driven Strategic Adjustments: With all dashboards in place, the client now has the ability to make adjustments to their business strategy based on data insights.