Development Bird

IT Services

Case Study

IT Services

The client is a public listed IT services management company, with customers in North America, Europe, Asia, and Australia. Revenues close to half-abillion dollars (USD).

The Problem

The client has a sales team of 300 and a project services team of over 500, utilizing multiple data sources such as SalesLogix, SAP Project Systems, and internal systems to track their sales and project-related metrics. The customer needed a common platform that could allow multiple teams to analyze their data. Their existing reporting system was slow, lacked real-time capabilities, and did not offer the flexibility required for drill-downs, summary tables, or data governance.

The Solution

BIRD’s solution was customized to align with the client’s organizational hierarchy stored in their SalesLogix CRM database. We created over 200 complex formulas for summary tables with drill-down functionality. Using AI-enabled metadata crawlers, the mash-up feature, and advanced self-service tools, we implemented the solution in just 3 weeks. The solution has been running successfully for over 4 years.

The Results

  • 800+ users, including the executive team, are now using BIRD, with proper data governance established.
  • High performance was achieved, meeting customer SLAs by ensuring that any report, regardless of volume, loads in under 5 seconds.
  • We trained a few functional team members, who were able to train all other users through a train-the-trainer program.
  • Additionally, we provided managed services for report creation, server maintenance, and upgrades.
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