DOLEMAN BATEMAN
ScaleupAlly helps a digital marketing firm streamline operations using Power BI
Sector
Digital Marketing
Services
Business Intelligence & Data Visualization
Tech Stack
Power BI, SSIS, XERO, XPM, MySQL
Team Size
2
01. Overview
About the Client
The client is a UK based media consultancy and digital marketing agency. The company’s services include digital media planning & optimization, media & marketing consultancy services above-the line planning & buying, creative & studio services, search & paid social marketing, PR & communications
Client was looking for a company to help them centralize all their data in one place, to
visualize interpretation and find more solutions. The objective was to create nine
reports to manage different aspects of operations.
reports to manage different aspects of operations.
02. Challenges
Problems faced by Client
- Absence of central repository
- Inability to track targets, budgets, invoices and client details
- Data spread across the country
- Manual updation of data
03. Solution and Outcomes
The impactful performance
- Centralized data using API integrations (XERO and XPM APIs)
- Nine individual dashboards for 9 KPIs using Power query and Power BI
- Automated updation of dashboards, PHP code was written to auto fetch the data from XERO and XPM twice a day.
- Better and insightful decision making using Sales, Invoice, Staff performance dashboards built by ScaleupAlly