Case Study Summaries
Opportunity Mining using
.Net and SQL Server
Business Need:A leading software company in Redmond, Wa had a strategic need to create an opportunity mining application that would allow their sales and marketing teams to find new sales opportunities for cross-selling and up-selling new products. The tool also had to provide an accurate snapshot of the 5 yr purchase history of the customer so they had an accurate picture of the past purchasing behavior of the organizations they were selling to.
This initiative was a key part of the account planning process for this worldwide organization.
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.Net/SQL Server Opportunity we developed.
Business Intelligence using
SQL Server 2008
Business Need:A major product group within a large Redmond, Wa based software company wanted to create a sophisticated Scorecard to track numerous financial Key Performance Indicators (KPI's) across various worldwide subsidiaries. The tool needed to track the sales performance of various products and versions by sales region. The tool needed to import data from a very large sales transactions system and an enterprise Sales Force Automation application.
Variousreporting views were required to support different channel sell-in and sell-thru perspectives. To get accurate results there would need to be an additional layer of business logic applied to the sales transactions to transform the license counts to the appropriate units. In addition to tabular results, the client wanted to see graphical views of the various KPI's available for analysis. The entire tool needed to have built in security so that users were only allowed to see the financial data for which they had appropriate access permissions.
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SQL Server BI solution we developed.
SharePoint BI Reporting
Case Study
Business Need:A marketing group within a large Redmond, Wa based software company wanted to replace an existing reporting solution with an upgraded and enhanced Scorecard to track various Key Performance Indicators (KPI's) associated with digital marketing event performance.
The existing reporting solution consisted of various dated technologies, some of which were no longer supported by Microsoft.The data import routines behind the reports were not efficient, the reporting interface had very poor performance and the tool was unreliable and crashed frequently.
The marketing team wanted eSage Group to design and build a new consolidated datamart that integrated numerous data sources, offered a robust data import/validation process and provided users a unified reporting interface that allowed easy access to key canned reports, offered strong ad-hoc reporting capabilities and provided various personalization options that allowed users to save custom reports for themselves or others.
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SharePoint Server based BI reporting solution we developed.