Case Study: A Custom BI Dashboard and Data Analysis Tool

Improved Access Through Digital Tools

A global payments and technology company (we’ll call them Transactive) envisioned a digitization of their client’s access to data through a business intelligence dashboard and data analysis tool. Transactive was projecting to implement and release the tool within an aggressive time frame, so that merchants could be provided with parametrized reports, customized settings, and several other capabilities with little interruption to service.

Trianz came aboard as Transactive’s development and implementation partner, helping them create and launch a platform that provided an appealing, flexible experience supported by a robust, streamlined technological framework.

Thinking Under Time Pressure

Due to the accelerated time frame of delivery established by Transactive, the Trianz team had to modify our process. Since the window was narrowed by their requirements, our experts could not exhaustively document the performance of each phase of the process. Modifying our usual rigorous design process, our team iteratively developed prototypes of the dashboard and tools, testing each version to continuously incorporate user feedback.

Keeping Transactive’s limited timeline in mind, the team first clearly outlined and established team responsibilities and processes for smooth overall progress. In order to have our agile methodology functioning optimally, we engaged our global workforce in the development process to ensure there were no gaps in continuity and rapid results.

Technology Stack

Leveraging both client and server technologies to ensure high performance in data-intensive cases, Trianz experts were therefore able to quickly build the application frameworks as well as further, to-be-extended services. Throughout the process, we leaned into our capabilities with .NET, HTML5, JSON Newtonsoft, Tableau, and Microsoft Azure to develop Transactive’s state-of-the-art customer experience dashboard.

The Triumph of Transformation

Thanks to Trianz’s multitiered approach comprising of clear communication, project management, and delivery assurance processes, the applications were thoroughly aligned with client and stakeholder needs.

While delivering an application that delivered competitive advantage was important to us, we also ensured that the tools would adapt quickly to industry verticals, remain compliant with regulations, and maintain system security throughout. By taking special care to create a robust back-end, end users were able to enjoy a dashboard application that was reliable, functional, and intuitive.

Product changes were also consistently tracked without impact to the timeline. The final versions of the business intelligence tools were rolled out well in time, and under budget, to boot.

Business Intelligence Outcomes

The transformative effects of the applications were numerous. To begin with, merchants obtained greater access to their data and insights, enhancing their overall engagement with Transactive as a company.

Another important milestone was that software development best practices were instilled, especially regarding multiple-site engagement in the process. And finally, the application was able to accomplish the delicate, important task of providing support for multiple business models and geographic locations through its configurations.

Experience the Trianz Difference

Trianz enables digital transformations through effective strategies and excellence in execution. Collaborating with business and technology leaders, we help formulate and execute operational strategies to achieve intended business outcomes by bringing the best of consulting, technology expertise, and execution models.

Powered by knowledge, research, and perspectives, we enable clients to transform their business ecosystems and achieve superior performance by leveraging infrastructure, cloud, analytics, digital, and cybersecurity paradigms.

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