Our client is the premier independent research boutique focused on the Telecommunications and Technology sectors globally.
The Client was running a set of management reports in a semi-automated process on a monthly basis. Reports are delivered as separate .xls files as well as management notes. There is no dashboard or portal area where reports can be found.
- Automated current semi-manual process to create management reports using automated ETL pipeline to combine Salesforce, Bloomberg and Reuters data sources
- Adding a database with raw data to enhance business analytics
- Adding Power BI to prepare advanced management reports UI