Customization & Enhancement on Service and Experience Cloud
Fintech
Binding seamless Technology with Finance
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Binding seamless Technology with Finance
Implementing Salesforce to smoothen your business
Building Solution to Solve unique Problems
Accelerate digital transformation with cloud
Simplifying business with Data Science
Revolutionizing businesses using blockchain
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case studies
GeneralPublished on: Fri Feb 10 2023
Business Scenario
Our client had to put days of effort into collecting department-wise information, and all this information was scattered. As a result, they could not analyze their footprints. The client wanted a web-based application with a dashboard to see the department wise data methodologically.
Client’s Challenges & Requirements
· The client had to manually collect all the information related to the number of consultants, amount of tax, fund administration, expenses, headcount by departments, etc.
· They needed a standard platform, i.e., a central repository to store all the information from various departments to retrieve the required information quickly.
Hexaview’s Solution
We developed a web application for achieving the client’s goal— a dashboard with department wise sections for getting all the information in an organized manner. A user from the department can log in to the application and enter the data on a daily basis. The associated manager can then see the information on the dashboard; if they required a detailed view, they could see it on the departments’ respective pages.
Our solution with self-service capabilities helped our clients with the complexities and challenges they were facing.
Impact of the implementation
· Reduction in overall turnaround time.
· The client can access all the data in a single place. They can track all the information as per the departments from a single platform like the current headcount by departments, who have entered the details, Years wise gross revenues, etc.
· This freed up a considerable amount of time for more relevant and productive work.
· It led to quicker and error-free processing of gathering department-wise information.
Key Success Factors
· Our experience in developing a dashboard in other projects made the implementation quick.
· We are flexible to incorporate changes /functionalities demanded by the client.
· We adopted the Agile methodology and provided full Customer Support.
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