Business Reporting, Dashboard and Automation

Closed Posted Mar 13, 2015 Paid on delivery
Closed Paid on delivery

Substantial Project to bring high level of internal business reporting and client-specific reporting (via secure online portal and mobile) for rapidly growing Online Fulfilment company.

Key objectives are:

- To reduce time/resources in running reports manually, emailing clients with information and updates, server-heavy reports, FTP sites, managing client logins etc.

- Advance the company forward and form the foundation for rapid growth - it's all about streamlining, efficiency and automation

- Reduce invoicing processing times from about 2 days per month to a couple of hours.

- Provide seamless, up to date information not only internally but also to our clients.

-

The project has a number of deliverable stages and as a summary include:

STAGE ONE

1. Setup SQL Server/Application to mirror main business system and create reporting (read only) synchronised/mirrored version.

2. Create company-branded secure client portal with secure access for each client where reports, dashboard and information relating to that CLIENT only is stored and updated automatically. Each Sales Channel can be identified to one client. Each client may have more than one sales channel. Portal to be scalable (number of clients) but also to be used as a communications tool, wiki/faq and news/information (common to all clients) but then each client able to view their OWN data.

3. Build a set of reports to view/download common amongst all clients but for each client only showing data pertaining to that client which may include daily/weekly report on orders shipped, stock levels, orders outstanding, tracking information etc.

4. Build dashboard for each client showing THEIR order volumes, outstanding orders, returns, resends, exchanges, low stock warnings etc with ability to drill down into detail.

5. Build ability for clients to query Reporting Server in real time on a number of criteria to answer their own questions and self-service most of their enquires such as order details, status, tracking etc.

STAGE 2

6. Ability for clients to run adhoc reports on THEIR data.

7. Scoreboards - key performance indicators to be available via web page that will be displayed within the business.

8. Ability for clients to rebrand an element of their portal in the clients brand to support their customers to query tracking and order status information.

9. Mobile version of dashboard, key data and ability to query on the fly.

STAGE 3

10. Invoice Automation - given that the data of every order shipped is available, use this together with client/sales channels, price lists which are per client per postal service and packaging type to create invoice supporting information. Currently all done via Excel.

11 Produce invoice data for import into Sage Accounts to produce invoices to clients from data collected.

There are potentially further developments to be undertaken after this has been developed and proven.

Must be cloud based but open to suggestions on how this is achieved. Preferred route to use existing applications rather than coding from scratch.

SQL, Good understanding of database structures, security, Query writing, Web, Mobile, good commercial sense and understanding, good at interpreting data and business needs into a usable, efficient online solution.

NDA will be required and the Company will require to be supplied with all configuration details, settings, passwords etc. All/Any hosting will be done on our Company Infrastructure.

Business Analysis PHP Report Writing Software Architecture SQL

Project ID: #7300542

About the project

18 proposals Remote project Active Apr 19, 2015

18 freelancers are bidding on average £4091 for this job

kchg

Hello! My Ranking is Top 7th on freelancer. I am interest your project and I hope to work with you. I have enough experience with WEB developing for 6+ years. Client satisfaction is my top priority. I will comple More

£4639 GBP in 30 days
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9.7
meet2amitvw

Let's discuss over freelancer Personal Message Box for the proper estimation of cost and time. I am myself developer so you will directly work with me. No mediators. No managers. No subcontractors. see my recent More

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rajeshsonisl

Hello! With 99% completion rate, 750 successfully completed projects, and a 5.00 reputation (maximum possible, 5.0) (Yes, not even 4.99 average rating, can be verified on my profile page https://www.freelancer.com/u More

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8.8
AphroECS

A proposal has not yet been provided

£3157 GBP in 30 days
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7.9
sritechnocrat

Hello Sri Technocrat will provide fully interactive application for your project. As per the detail, Sri Technocrat will provide three template functional schemes and sample pages to make your choice for layout. It More

£3333 GBP in 30 days
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JonnaNueros121

I am a professional full time academic research writer fully proficient in HARVARD, APA, MLA, Chicago and Oxford writing styles. I am competent in writing dissertations, thesis, reports, case studies, personal developm More

£3000 GBP in 30 days
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sanjibsahanew

Hi I would like to work for you. I do business assignment and I also have developer as partner with me. I will do you business plan review to develop the dashboard and I am highly experienced in this area which wil More

£3684 GBP in 30 days
(101 Reviews)
6.7
coolrankit

Hello, Just went through your requirements and found I can do this with 100% perfection and we are ready to start, however I've come with some more questions. May I ask you some questions regarding this project? Ple More

£4210 GBP in 30 days
(43 Reviews)
6.0
coolwriter30

A proposal has not yet been provided

£3157 GBP in 30 days
(78 Reviews)
6.3