Cut Reporting Time in Half: A Custom Solution for Marketing Success
Services:
Data and Analytics MarketingIndustry:
MarketingLocation:
USAClient since:
2023Our client provides marketing solutions that helps streamline marketing and communication operations.
The solutions focus on: digital asset management, print and communications management, marketing, strategy, and creative services.
A new module development for an ERP
The platform’s users (both Internal and External) do not have a simple solution to get insights into visualization of their marketing assets statistics (they need to export .xls files and manually generate graphs.) There’s a need to present statistics data in a visual format (graphs, bar charts, etc.) so that users can easily get insights.
How We Worked
We conducted a thorough Discovery phase involving a cross-functional team to define MVP requirements, user roles, and UI prototypes. Based on this, we designed a dashboard module in .NET and React.js, hosted on Azure, with secure SSO access and tailored insights for both internal and external users.
Solution
We developed a new module that enables internal and external clients to access results from digital communication statistics in a graphical manner in the form of a dashboard.
The dashboard provides stakeholders, such as marketing teams, management, and business owners with actionable insights on key metrics, including spending, total orders, and item categories.
Tech stack:
The solution to be built in .NET, use REACT.js and to be hosted on the MS Azure environment.
Core Functionality
To meet client requirements, the product includes the following features:
For the internal users:
- Dashboard should be accessed by user SSO
- Dashboard should show general statistics across all clients
- Dashboard should show statistics per selected client
For the external users (end-users):
- Dashboard should be accessed by user SSO
- Dashboard should show general statistics per Client
- Dashboard should show statistics per selected filters
Discovery Phase
A dedicated team consisting of a Project Manager, Business Analyst, Designer, and Solution Architect led the Discovery phase with a during of 1 month.
Within the Discovery phase, we created:
- Project management plan
- Benchmark analysis
- Competitors analysis
- UI Prototypes
- Software requirements for MVP
- User Roles and Characteristics
- Functional requirements
- Quality attributes
- Project and budget schedules
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Read moreBusiness Value
- A customized solution addresses current business needs, integration requirements, and scalability.
- Improved decision-making process based on reports and analytics.
- Reduced time spent generating reports by automating data collection and report generation within the dashboard app.
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Frequently asked questions
At Sombra, we believe that clarity is the foundation of successful collaboration. This FAQ section addresses common questions to help you better understand how we work, what you can expect from our team, and how we ensure your project's success. You'll find helpful insights here if you're curious about our processes, security policies, or communication practices. If your question isn’t answered below, don’t hesitate to reach out—we’re here to help!
What engagement models does Sombra use to cooperate with clients?
What engagement models does Sombra use to cooperate with clients?
Super engagement models
Can you provide a detailed estimate or proposal for my project?
Can you provide a detailed estimate or proposal for my project?
Of course. Sombra’s pre-sales team works tirelessly to deliver all the necessary information for conscious decision-making, including:
- Forecasted timeline
- Forecasted monthly cost
- Project’s general assumptions
- A plan for the next steps
Contact us to get all the details regarding your project estimations or read one of our latest case studies to discover how we work through the project’s phase zero.
Do you have an established security policy?
Do you have an established security policy?
Contact us to get all the details regarding your project estimations or read one of our latest case studies to discover how we work through the project’s phase zero.
How does Sombra handle communication challenges?
How does Sombra handle communication challenges?
Contact us to get all the details regarding your project estimations or read one of our latest case studies to discover how we work through the project’s phase zero.