Challenge
The client faced significant limitations working with large data volumes in Excel, resulting in slow reporting and lack of real-time insights. Manual data processing hampered decision-making and efficient management.
Solution
We integrated data from CRM, ERP, and Excel systems to create a seamless analytics environment. Implemented interactive dashboards provided clear visibility into sales performance, customer interactions, and financial health. Real-time data access and dynamic reporting enabled faster, more informed decision-making.
Key Steps in ETL Development
Extraction
Automated extraction of data from various sources (CRM, ERP systems, and Excel spreadsheets), eliminating the need for manual data gathering.
Transformation
Cleaned, standardized, and enriched the data to ensure consistency. This included harmonizing data formats, removing duplicates, and applying business rules for analytics-ready datasets.
Loading
Loaded the transformed data into the data warehouse, enabling unified access to up-to-date information.
Technologies Used
- Azure Data Factory (for orchestrating and automating ETL workflows)
- MS SQL Server or Azure SQL Database (as the central data warehouse)
- Power BI (for reporting and visualization)
- Developed Custom connectors (for integrating with specific client systems)
Results
- 5 months saved: Accelerated data warehouse implementation using a custom connector.
- Real-time insights: Enabled dynamic reporting and sales forecasting.
- 20% efficiency improvement: Reduced manual work and enhanced decision-making processes.
