Smart Analytics Dashboard: Real-time field insights
Project Overview
The Smart Analytics Dashboard streamlines field force monitoring and KPI tracking for medical reps and managers. Previously, gaining actionable insights was challenging. This centralized platform provides real-time data at regional, country, and individual levels, enabling data-driven decision-making across the organization.
Problem Statement
The challenge was integrating vast field data, ensuring real-time Salesforce synchronization, and maintaining accuracy. Managing evolving field structures required careful handling of historical data, including slowly changing dimensions, to ensure consistency and reliability.
Key Findings
- Data Integration & Synchronization: Efficient handling and synchronization of growing datasets, especially from Salesforce, was crucial to ensure timely data refreshes and effective use by BI tools.
- Field Force Structure Changes: Frequent changes in the field force structure required careful handling of historical data to maintain accurate and actionable insights.
- Data Processing & Reporting Efficiency: A seamless and efficient data transformation process was necessary to map data to a usable format for easy reporting and analysis.
Implemented Solution
Built a scalable data model and ETL process for seamless data ingestion, transformation, and integration.
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Flexible Data Model:
Developed a scalable data model that segmented entities across multiple data sources into distinct objects, ensuring efficient data organization and integration.
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Initial Data Loading & Filtering:
Eliminated problematic data during type conversions to maintain data integrity.
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Data Transformation:
Cleaned and filtered raw data, assigned unique identifiers, and established relationships between entities.
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Mapping to Data Model:
Mapped the transformed data to the final model, ensuring it was ready for seamless analysis and reporting.
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Transformations for Data Sources:
Customized the ETL pipeline for each data source to accommodate unique attributes and enable smooth integration.
Results
The Smart Analytics Dashboard successfully streamlined the monitoring of medical representative performance, providing real-time insights across multiple levels. The ETL process enabled efficient data integration and transformation, ensuring that the dashboard was able to process and deliver accurate insights consistently. As a result, management was able to make data-driven decisions with confidence, ultimately enhancing operational efficiency and performance monitoring across the organization.