Business Objective
Our client is a leading 3PL trucking and logistics company. The client had a siloed BI platform with static dashboards and excel-based reporting that lacked real-time updates. It also lacked the ability to support Independent Business Owners(IBOs) and carriers with comprehensive views of transactions and pricing.
The client wanted to:
- Create a control tower/central hub with the required technology across the organization value chain to drive Data Analytics
- Set up processes to capture and use transportation data for internal (sales, finance, business executives) as well as external stakeholders (agents, IBOs, customers)
Challenges
- Tight timelines preventing a one-go implementation of the process
- Lack of documentation and manual excel reports
- Existing data issues (data accuracy, missing data) resulting in delays
Solution Methodology
- Provided end-to-end ownership and delivery across key levers aiding BI integration across the organizational value chain
- Used a two-pronged approach for information delivery and user adoption.
- For Information delivery:
- Delivered information through various dashboards across the organization’s value chain
- Delivered scheduled reports through the SQL Reporting portal (SSRS)
- Created pulse alerts for KPIs to send emails to stakeholders
- Managed all the BI requests on their ticketing portal (on Agiloft) that included requests from across the entire value chain (end customers, sales reps, IBOs, internal stakeholders)
- For user adoption:
- Created modular dashboards that could be embedded into third-party applications thereby driving adoption among client’s agents and business partners
- Rolled out newsletters for key stakeholders and client’s business partners, agents, IBOs
- Shared Information in the form of interactive dashboards with drill-down options as against static reports
Business Impact
- Created control towers for stakeholders across the value chain and provided enterprise-wide data coverage and business-friendly dashboards
- Tuned reports and cubes performance, for e.g. a Cube that was 37GB and took 9 hours to build was reduced to 15GB with a build time of 3 hours
- Delivered multiple use cases including a freight analysis tool and revamped their existing pricing platform to drive user adoption
