Sales Growth with Data Transformation and Visualization

Our client, one of the world's largest chemical manufacturing companies, was facing a serious problem in handling and visualizing sales information in a business unit. They needed a dashboard that could accurately and timely report sales by product and by salesperson in order to make corrective and commission decisions. The problem was that the one they had, required a technical expert in the dashboard and many man hours invested to update it. Senior management demanded speed while the speed of the process did not even allow for timely feedback to the sales staff.



Our team joined with the business unit's business intelligence managers to propose a solution. Applying the Six Sigma methodology, we identified that the main opportunities for improvement were in automating the information cleaning and loading process as well as redesigning the previous dashboard.



Our team of expert developers created a robust solution for the automation of the process...

Sales information is received from SAP and our application eliminates unnecessary columns.

Filters are applied to eliminate unnecessary lines.

Tables are listed to assign information to the corresponding lines. For example, according to the origin of the product sold and the customer, a specific salesperson is assigned.

Finally, the new information is added to two databases: a historical database and the database that feeds the dashboard.

The client demanded that the dashboard only had information up to 3 years old, so our application was configured to keep the database within that time frame.



Our expert team in business intelligence and data visualization redesigned the previous dashboard...

Now it is immediately updated to the new information, without the need for manual configuration.

The graphs were formatted to represent the information in a clear and summarized manner.

According to the client's requirements, a functionality was added to add and save comments in certain tables so that you can see historically what caused the movements in the information.



The process is the same as the one they had before but now it is automated. However, many qualities are left customizable because we know that processes are not static and that companies are dynamic.



Thanks to the combined effort of both parties, the independence of the process was achieved by not requiring a specialized technician to carry it out. This means that they no longer depend on the owner of the process to make it work.

Also, many man-hours that were invested month after month to update the information were eliminated, allowing the human resource now to focus on intellectual rather than repetitive tasks. This also greatly reduced the risk of human error.

In addition, our team took into account the client's specifications and their hardware so that the whole process was optimized for the computer equipment to be able to do it without any inconvenience, while not losing information and making the dashboards easy to share with top management.



Our client is now satisfied with the speed of the process and the timely information it can analyze. The salespeople receive their corresponding commission and the senior management knows the status of the business at any time. Decisions can be made proactively rather than reactively.

The data does not lie, we now know that the business has a great future ahead of it.