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Reporting System Consolidates Customer Data

App Development & Integration

by Paul Romero

The Challenge

A large consumer healthcare company was looking for a reporting system to consolidate all point of sale, shipment, and forecast data to provide users a single location to review all customer data. Our team worked with difficult data models where data formats changed month to month, there were huge volumes of data, and user supplied their POS data differently. Transfer methods and frequency of transfer also differed by user, and both fiscal weeks and UPCs required normalization.

The Solution

Aspirant was engaged to fill all the necessary roles for the delivery of the software product and our team leveraged an out-of-the-box solution for data transfer and workflow. We developed cross customer comparisons; a fruitful advertising and promotion strategy; a way to differentiate between forecast and actual data; and a way to define build and burn rates for products. We also updated the existing brand level reporting system to include customer segmentation.

The Results

  • Creation of a robust platform that leveraged already existing technologies with minimal training.
  • Graphical User Interface provided the user with the ability to map customer UPCs to internal products.
  • Integrations system searched for new files in the repository, then automatically downloaded them before importing into the warehouse.
  • SQL Server Analysis Service was used for reporting through an Excel interface, and SSAS provided data for a web-based portal for brand and customer P&L.
Paul Romero
Paul offers more than 25 years of experience leading large and small teams to implement complex technology-centric projects. He has successfully executed large-scale global programs and projects, and is able to tenaciously drive projects to completion, while maintaining high-level customer satisfaction and team involvement. As a Principal, Paul is a trusted advisor and leader to clients as well as employees and partners, with a strong focus on working to find practical and sustainable solutions.​

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