Client reporting and BI platform

A custom client reporting dashboard that handles large amounts of data, with performance rankings, branded PDF reports and alerts when key areas change.

The Challenge

A business came to me that captured lots of data on their website and did a lot of reporting as part of their service offering. They were using products like Tableau, alongside reporting dashboards built by a third-party provider, but what they had wasn't really fit for purpose anymore. The person who had built the original reports had left, and the third-party company was a little bit flaky.

One of the main difficulties was the sheer amount of data I needed to query from one of their databases. There was a lot to handle, and the reporting needed to provide enough detail to be useful without making the dashboards slow.

The Solution

I built a custom business intelligence dashboard that their clients could access, with proprietary algorithms for ranking their clients' performance and a full alert system for when key areas changed.

I had to do a lot of quite clever overnight processing to build up daily reports and aggregates. This meant the client dashboards were extremely snappy, while still giving them the level of reporting detail they needed to be effective. I also included the ability to produce branded PDF reports for their clients.

I'm still working with them to make slight tweaks to their data and add new reports, and I've got some new features lined up for further down the road.

Results