Softwarium took all of the data in the Excel spreadsheet and used Microsoft Power BI for visualization. Now the customers can view the available inventory, when it was originally procured, how long supplies will last all in a single dashboard which can also be visualized by Power BI in a single click. The customers can also browse through the item details and look through open orders as well to find whether the items have been shipped. All of the information in the system is updated in real-time so the customers always have the most recent information.
This new dashboard and visualization offer benefits for both the client and its customers. Since all of the information about the quantity and how long supplies will last is readily available, the customers can make better business decisions. The client stands to gain as well since they do not have to answer as many customer inquiries. All of the business information is also visualized inside the client’s CRM and contains sensitive data not available to the general public.
The items in the CRM require more information for faster processing. We realized a new product processing method that allows employees of the client to add more information about certain items by keywords. We manually went through all of the items in stock and assigned each keyword a product code and categorized them into product groups. This allows the client to find out if particular items were in stock and, if so, all of the information about the quantities. The information from the search can be visualized with Power BI as well. This new functionality has been submitted to the client and we are awaiting feedback.