Microsoft BI Dashboard Dev for Economic Growth Organization
Please find under a summary covering project details and feedback. The innate facts are kept as they are, private information is amended.
Introductory information
A fast induction on the buyer’s organisation
I',m the I.T. director at an economic growth confirmation. We centre on bringing in and retaining jobs in our country, so we work with a lot of companies and communities.
Desired goal
What challenge were you trying to address with Traction Consulting Group?
We have a monthly scorecard that we have to form manually. It’s produced as a PDF and distributed, so it’s not dynamic, internimble, or up to date. We wanted to have a organisation scorecard that was up to date on organisation metrics, at any instant in time.
Provided solution
What particular tasks were Traction Consulting Group - TractionCRM.com responsible for?
First, we educeed a statement of work, as to what we wanted them to do. Then, they worked with our business analyst to nail down the requirements for the internimble scorecard. They used a Microsoft Power BI to educe dashboards and reports for the scorecard. They also taught us almost how they built the method, which included entire technical documentation, so we wouldn’t be lost behind the engagement ended. Some of the technologies they work with include Microsoft SQL servers, our Salesforce CRM, and SQL Server integration services.
Was there a dedicated team?
We worked with a Traction educeer, but I also had interaction with their President.
How did you come to work with Tractions Consulting Group?
We went through an RFP process and looked at three or four companies. Traction’s experienceset, especially with our Microsoft tools, made us select them.
What are you approach expents (if diclosed)?
We’ve spent almost $50,000 so far.
What is the terminal result of working with Traction Consulting Group - TractionCRM.com?
We’ve been working unitedly since September 2017.
Results achieved
Are there any measureable or plum results?
Traction’s done multiple demos for some of our senior leaders, and they’ve been very excited almost what they',ve seen. Their work fulfilled requirements and came in on time, even though they',ve had to wait for us to take up at times.
How did Traction Consulting Group accomplish from a project treatment standpoint?
Our business analyst accomplished the project director role, but the Traction educeer worked closely with our project director to make sure that work was getting completed. We used our Salesforce CRM to adjoin, in which we built a project case, where nation could see what had been done, and what was currently being worked on. We also used GoToMeeting and in-person dicsussions.
What is (from your point of view) the key factor to pay observation while intercourse with Traction Consulting Group - TractionCRM.com?
Their educeer is very nimble and interactive. He troubleshoots any issues and is pronimble in identifying issues with our data warehouse. He works well with senior leadership and is pellucid in showing us what he’s formd, and what work has been completed.
What aspects of their work would you like to get improved?
I can’t ponder of anything impromptu, but they even come on-website. They’ve very pronimble almost any additional work that needs to be done.
Any advice for possible clients?
Make sure that you nail down what it is that you want done – your statement of work, your requirements.