Case study 05 · Enterprise

Sales data ready for reporting.

A data platform that collects and standardises information from several sales and marketing sources.

Business charts, calculator and digital reports arranged for analysisPHC / Project overview
What changed

Sales and marketing teams get a shared view of performance without rebuilding the same reports by hand.

4+ → 1

data sources into one standardised warehouse

Spreadsheets, APIs, websites and other business sources.

0

reports rebuilt by hand

Power BI dashboards read directly from the standardised data.

Repeatable

import and standardisation process

Bulk spreadsheet imports follow the same structure every time.

01Delivery scope

What the work covered.

A data-processing tool, warehouse and web interface for managing records and importing files, with Power BI dashboards for sales and marketing reporting.

02Engineering context

The parts that had to work together.

Information came from spreadsheets, APIs and other sources. The engineering problem was to bring those inputs into a shared structure that reporting could use repeatedly.

How the parts connect3 parts · one system
  1. 01

    Data sources

    Spreadsheets, APIs and other business sources

  2. 02

    Data preparation

    Imports, standardisation and warehouse

  3. 03

    Reporting

    Power BI sales and marketing dashboards

Functional overview of the data preparation and reporting flow. This diagram summarises the project scope; it is not a production architecture diagram.
03 · The challenge

Business teams worked with data spread across spreadsheets, APIs, websites and other sources. Consistent reporting required a shared structure and a repeatable way to collect that information.

04 · What we built

The build.

  1. 01A data processing tool for collecting and standardising source data.
  2. 02A warehouse holding the standardised business data.
  3. 03A web interface for managing records and importing files.
  4. 04Power BI dashboards for sales and marketing analysis.
05 · Included in the project

The features.

  • Multi-source data ingestion
  • Standardised warehouse data
  • Bulk spreadsheet imports
  • Business intelligence dashboards
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