Vision CRM Data Warehouse

Portfolio Details

Details

  • Title: Vision CRM Data Warehouse
  • Categories: Bespoke Development, Vision CRM
  • Company: Eminox
  • Year: 2013

Description

Eminox had multiple existing data systems which are in different formats which meant when management required reports running for the current budget, forecast and sales figures, it was taking days to prepare into one comprehensive report. PSP designed a system which imports data from Access and Oracle databases on an hourly schedule to collate the data and enabling it to be viewed using an online dashboard and pivot charts to show the information in an easy to read format.

The following requirements were requested by Eminox:

  • A need to consolidate information from multiple systems in different formats in almost real time.
  • Reduce time required for collating information and running reports.
  • Ability to pull data at predetermined times which could be rescheduled.
  • Access to data and filtering of data for review and analysis.

PSP designed and installed a module from their CRM system VISION. The Data Warehouse module imports data from Access and Oracle databases on an hourly schedule to collate the data, and allowing it to be viewed using an online dashboard and pivot charts to show the information in an easy to read format.

Visit our VISION site for more information.

“PSP did a great job for Eminox in creating a world class front end system for monitoring and managing the sales performance, but more importantly, the order book and business development pipeline. The data is extracted from three disparate systems to provide the complete picture on a single user-friendly "dashboard". The project was well managed, on time and within budget; with an excellent return on investment".
Quote from Jog Lall, Eminox Sales Director

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