How Data Reporting Was Automated to Raise Operational Visibility by 72%.

Project Highlights

A medium-sized logistics and distribution organization was dealing with the chaos of arranging data. Each of the departments—operations, finance, warehousing, and customer service—had its spreadsheets. The reporting cycle took days; the decisions of leaders were slow, and they did not have a single source of truth to get performance insights.
It is at this time that they engaged Software Experts India to create a custom analytics dashboard that automated the entire reporting process and eventually provided the leadership with a real-time view of their operations.
What followed thereafter totally redefined the manner in which the business monitored performance, decisions, and scale operations.

challenge
Business Challenges

The reporting ecosystem in the organization was decelerating growth and introducing bottlenecks in the operations:
· Manually, data were pulled by teams off of ERP, TMS, spreadsheets, and vendor portals.
· It took several days to come up with weekly and monthly reports.
· There was no snapshot of fleet utilization, delivery performance, and costs in real time.
· Incorrect KPI accuracy was due to errors in spreadsheets.
· There was no central dashboard to provide any visibility of shifts, bottlenecks, or anomalies.
· Coverage of reporting delays impacted forecasting and customer service SLA.

Technology Solution

We implemented the automation solution in three phases:
Data Landscape Mapping & Discovery: We interviewed departmental heads, studied the reported workflows, and examined the flow of data between systems.
This assisted us in discovering redundant work, human error, and the lack of tracking parameters, which slowed down decision-making
Phase Dashboard, Integration and Development: After visualizing workflows, our team created dashboard wireframes and KPIs, connected several different systems using APIs, and created automated data pipelines.
All the dashboard modules were tested using real users to make them reflect real business requirements.
Implementation, Education and Optimization: We have migrated historical data sets, automated recurrent reports, and onboarded each department under a guided session.
The automated reporting dashboard became operational in the organization in 6 weeks.

Value Delivered

An Increase in Accuracy of Insight and Reporting by 72%.
The figures illustrate the extent to which the solution was transformative:

Reporting Time Reduced by 68%:Teams used almost 10-12 hours a week in less time than before on manual compilation of data.
Data Accuracy Improved by 47%:Pipelines and automated validation allowed the removal of errors in spreadsheets.
Faster Decision Making by 2.5x:Real-time analytics also allowed for faster responses to operational bottlenecks and cost variances.
The Cross-Department Alignment was improved by 58%:Oprah had a single dashboard operation, which removed miscommunication and data silos among all teams.
Precision in Forecasting Enhanced by 41%:Past information and live data improved financial and operational forecasts.
Net Impact:An operational efficiency of 72% improvement between reporting processes and real-time monitoring and intelligent decision-making.

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Our Process

We implemented the automation solution in three phases:
Data Landscape Mapping & Discovery: We interviewed departmental heads, studied the reported workflows, and examined the flow of data between systems.
This assisted us in discovering redundant work, human error, and the lack of tracking parameters, which slowed down decision-making
Phase Dashboard, Integration and Development: After visualizing workflows, our team created dashboard wireframes and KPIs, connected several different systems using APIs, and created automated data pipelines.
All the dashboard modules were tested using real users to make them reflect real business requirements.
Implementation, Education and Optimization: We have migrated historical data sets, automated recurrent reports, and onboarded each department under a guided session.
The automated reporting dashboard became operational in the organization in 6 weeks.

1

The Problem

The reporting ecosystem in the organization was decelerating growth and introducing bottlenecks in the operations:
· Manually, data were pulled by teams off of ERP, TMS, spreadsheets, and vendor portals.
· It took several days to come up with weekly and monthly reports.
· There was no snapshot of fleet utilization, delivery performance, and costs in real time.
· Incorrect KPI accuracy was due to errors in spreadsheets.
· There was no central dashboard to provide any visibility of shifts, bottlenecks, or anomalies.
· Coverage of reporting delays impacted forecasting and customer service SLA.

Our Role

Project Challenges

Results

An Increase in Accuracy of Insight and Reporting by 72%.
The figures illustrate the extent to which the solution was transformative:

Reporting Time Reduced by 68%:Teams used almost 10-12 hours a week in less time than before on manual compilation of data.
Data Accuracy Improved by 47%:Pipelines and automated validation allowed the removal of errors in spreadsheets.
Faster Decision Making by 2.5x:Real-time analytics also allowed for faster responses to operational bottlenecks and cost variances.
The Cross-Department Alignment was improved by 58%:Oprah had a single dashboard operation, which removed miscommunication and data silos among all teams.
Precision in Forecasting Enhanced by 41%:Past information and live data improved financial and operational forecasts.
Net Impact:An operational efficiency of 72% improvement between reporting processes and real-time monitoring and intelligent decision-making.