Taction Software

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CASE STUDIES

Data Mining, Data Warehousing and Tableau Dashboard Creation

Client:

US based world leaders in creating top of the line nutritional and dietary supplements to help purify and strengthen human organs and body.

Challenges:

The client was looking for a Business Intelligence (BI) Platform to help Sales and Marketing teams in making informed strategic decisions. They also proposed to have a custom portal developed to publish the dashboard(s) to keep look, feel and usability similar to their existing Sales and Marketing Management systems.

Solution:

Taction has been engaged in mining raw data from various data sources such as CRM (SugarCRM & LimeLight), 20+ product websites, Google Adwords, Facebook, and others, for data warehousing and finally generating various analytics leveraging Tableau. We also have designed and built an Analytic Portal leveraging ZEND Framework 2 (ZF2) with the high level of PHP Security layer implementation and integration with Tableau API. This Portal allows Admin to create various Users with defined roles/permissions, upload Tableau Dashboard(s) in different categories/sub categories and provide access to appropriate Users.

Technology:

PHP, ZEND Framework 2, Tableau BI

Outcome:

The solution offered the sales team an integrated platform to operate more effectively and meet aggressive sales targets with up-to-date data readily available on few clicks. The effectiveness of the Targeted Sales vs. Actual Sales went nearly to 90% accuracy i.e. variance is only 10% or less month on month, year on year basis.

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