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Marketing Performance and Workforce Analysis Dashboard

At Vizio AI, we partnered with a leading consumer credit reporting agency to streamline and enhance their marketing department's data assessment and visualization processes. The collaboration focused on transitioning from Excel-based data analysis to a more robust and interactive Power BI dashboard. By integrating Smartsheet for data management and utilizing Power Query for efficient data processing, we enabled the marketing team to gain deeper insights, optimize workforce distribution, and identify key focus areas during evaluation meetings.
Industry
Consumer Credit Reporting
Revenue
$3.4 Billion
Employees
8,000
Region
Global
Tech Stack
Schedule a call
Challenges
  • The company aimed to easily assess the intensity of the marketing department's activities, the distribution of the workforce throughout the year, and the areas needing focus during evaluation meetings.
  • Initially, data available to the company was gathered for meetings. The initial analysis and visualization were done using Excel, which was time-consuming and prone to errors.
  • A dashboard was created in Power BI, and all visualizations were migrated there. However, ensuring data accuracy and consistency during migration posed a challenge.
  • All data was transferred to Smartsheet, eliminating the use of Excel. Power BI continued to be used for visualizations, requiring seamless integration between Smartsheet and Power BI.
Solutions

Comprehensive Data Analysis Tools

We provided a comprehensive toolkit that enabled the marketing department to collect and analyze data efficiently. Power Query was utilized to automate data processing, reducing manual errors and saving time.

Interactive Power BI Dashboard

We developed a robust and interactive Power BI dashboard tailored to the marketing department's needs. The dashboard provided real-time insights, allowing for quick decision-making and improved workforce distribution.

Seamless Data Migration

We successfully migrated all data from Excel to Smartsheet, ensuring data integrity and consistency. This migration eliminated the dependency on Excel and streamlined data management.

Enhanced Visualization and Reporting

By integrating Smartsheet with Power BI, we ensured that all visualizations were up-to-date and accurate. The enhanced reporting capabilities allowed the marketing team to focus on strategic areas during evaluation meetings.
Key Outcomes
By implementing a centralized and well-structured data management system, we significantly enhanced the marketing department's ability to assess activities and workforce distribution. The development of an interactive Power BI dashboard enabled real-time data visualization and analytics, leading to quicker, more informed decisions. Additionally, the seamless integration of Smartsheet and Power BI reduced manual data handling and improved overall efficiency. These improvements offer long-term value, reduced operational costs, and proactive responses to market trends, collectively driving data-driven strategies and business impact.
Optimized Workforce Allocation
85%
Achieved better alignment of workforce efforts with key marketing activities through advanced data analysis.
Reduced Data Processing Time
60%
Reduced data processing and visualization time, allowing the marketing team to focus on strategy and execution.
Increased Reporting Accuracy
75%
Enhanced the accuracy of marketing reports, ensuring reliable insights for decision-making.
Why Work With Us?
7+
Years of experience in data science, AI consulting, and dashboard development.
59+
Implemented projects with clients from the US, Europe, Australia, and Africa.
15+
Qualified Employees.
6+
Service packages to deliver to our customers.

‘‘Knowledgeable team, genuine interest!’’

“My experience with Vizio has been very eye-opening, to say the least, you generally expect a collaborating company to do the work, and that's it. With them, they took a genuine interest in  the project and its long-term goals. Besides all their knowledge in the data science field, their expertise in different domains and business scopes set them to a different standard. Thank you very much, Vizio!”
Robotic Process Automation
Moving Data from Sharp Spring to Hub Spot
CEO
A Data Services Agency

‘‘Knowledgeable team, genuine interest!’’

“My experience with Vizio has been very eye-opening, to say the least, you generally expect a collaborating company to do the work, and that's it. With them, they took a genuine interest in  the project and its long-term goals. Besides all their knowledge in the data science field, their expertise in different domains and business scopes set them to a different standard. Thank you very much, Vizio!”

Robotic Process Automation
Moving Data from Sharp Spring to HubSpot
CEO
A Data Services Agency

"They Are a Hands-on Team That Provides Customized Solutions."

"We’ve partnered with them a few times and have been happy with all projects they've completed for us. They've done extensive sentiment analysis, dashboards, ETLs, general data science and product research that enabled us to test business ideas that we could not run on our own. I highly recommend discussing your next project with them to see if they can build you customized solutions.”

Dashboard Creation and Product Research
Sentiments Analysis and Data Science
CEO
E-commerce Company

‘‘They Saved Thousands of Hours for Us!’’

“Working with Vizio AI on our Tableau dashboard project was a great pleasure. They understood our needs and provided an effective solution. Throughout the project, they communicated promptly which made things run smoothly. Their professional attitude and dedication to his work ensured the successful completion of our project. We intend to work with Vizio AI again on future projects.”

Tableau Dashboard
NYSE Stock Tracking
CEO
Cybersecurity and Private Sector
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Marketing Performance and Workforce Analysis Dashboard
At Vizio AI, we partnered with a leading consumer credit reporting agency to streamline and enhance their marketing department's data assessment and visualization processes. The collaboration focused on transitioning from Excel-based data analysis to a more robust and interactive Power BI dashboard. By integrating Smartsheet for data management and utilizing Power Query for efficient data processing, we enabled the marketing team to gain deeper insights, optimize workforce distribution, and identify key focus areas during evaluation meetings.
Industry
Consumer Credit Reporting
Revenue
$3.4 Billion
Employees
8,000
Region
Global
Challenges
1
The company aimed to easily assess the intensity of the marketing department's activities, the distribution of the workforce throughout the year, and the areas needing focus during evaluation meetings.
2
Initially, data available to the company was gathered for meetings. The initial analysis and visualization were done using Excel, which was time-consuming and prone to errors.
3
A dashboard was created in Power BI, and all visualizations were migrated there. However, ensuring data accuracy and consistency during migration posed a challenge.
4
All data was transferred to Smartsheet, eliminating the use of Excel. Power BI continued to be used for visualizations, requiring seamless integration between Smartsheet and Power BI.
Solutions
Comprehensive Data Analysis Tools
We provided a comprehensive toolkit that enabled the marketing department to collect and analyze data efficiently. Power Query was utilized to automate data processing, reducing manual errors and saving time.
Interactive Power BI Dashboard
We developed a robust and interactive Power BI dashboard tailored to the marketing department's needs. The dashboard provided real-time insights, allowing for quick decision-making and improved workforce distribution.
Seamless Data Migration
We successfully migrated all data from Excel to Smartsheet, ensuring data integrity and consistency. This migration eliminated the dependency on Excel and streamlined data management.
Enhanced Visualization and Reporting
By integrating Smartsheet with Power BI, we ensured that all visualizations were up-to-date and accurate. The enhanced reporting capabilities allowed the marketing team to focus on strategic areas during evaluation meetings.
Tech Stack
Our technology stack is built on a foundation of industry-leading tools and platforms designed to deliver robust, scalable, and secure solutions. We utilize advanced programming languages, frameworks, and cloud services to ensure high performance and reliability. This comprehensive tech stack enables us to efficiently manage data, automate processes, and provide real-time analytics, ensuring that our clients receive cutting-edge solutions tailored to their specific needs.
Key Outcomes
By implementing a centralized and well-structured data management system, we significantly enhanced the marketing department's ability to assess activities and workforce distribution. The development of an interactive Power BI dashboard enabled real-time data visualization and analytics, leading to quicker, more informed decisions. Additionally, the seamless integration of Smartsheet and Power BI reduced manual data handling and improved overall efficiency. These improvements offer long-term value, reduced operational costs, and proactive responses to market trends, collectively driving data-driven strategies and business impact.
Optimized Workforce Allocation
85%
Achieved better alignment of workforce efforts with key marketing activities through advanced data analysis.
Reduced Data Processing Time
60%
Reduced data processing and visualization time, allowing the marketing team to focus on strategy and execution.
Increased Reporting Accuracy
75%
Enhanced the accuracy of marketing reports, ensuring reliable insights for decision-making.
‘’Commitment to Excellence and Dedication’’

Vizio AI has been a game-changer for our business. Their expertise in data analysis, real-time dashboard development, and AI integration has not only met but exceeded our expectations. With their scalable solutions, we are well-prepared for the future, ensuring our ability to adapt and grow as our business evolves.

Head Of Commercial Op.
Why Work With Us?
7+
Years of experience in data science, AI consulting, and dashboard development.
59+
Implemented projects with clients from the US, Europe, Australia, and Africa.
15+
Qualified Employees.
6+
Service packages to deliver to our customers.
Work With US
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