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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

‘’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.

CEO
Global FMCG Firm

‘‘A new milestone for us!’’

“Vizio.Ai accomplished a data milestone for our company! We will acquire their services again! The team is fantastic at their work, and I sincerely recommend them to anyone!”

Data Visualization
Advanced Analytics and Advanced Visualization
Business Development Manager
A US-Based IT Contractor
A New Milestone

‘‘Definitely recommended!’’

“Attentive, Receptive, Knowledgeable, Professional, and Helpful with excellent communication skills are attributes to describe the Vizio.Ai company. Delivering on time, team management, and skill flexibility are also plus. I recommend anyone to work with them!”

Dashboard Development
Modifying Jupiter script to generate interactive plot visualization with Python
Senior Researcher
An Australian University
Definity Recommended

‘‘They genuinely eased our workload!’’

“Vizio.AI team made sure that they precisely understood our needs. They have extracted the data and applied it to Google Sheets. Thanks to them, now we have a nice accounting sheet that automatically makes many of our company’s reports.”

Data Analytics
Google Sheets for Startup Accounting Management
Founder
An Estonian Marketing Agency
They Genuinely Eased

‘‘An unstoppable team!’’

“Even software without API access didn’t faze Vizio.Ai Team, as they produced a miracle by creating a bot to tailor what I wanted, from downloading the data to syncing it through Google Sheets to another software. The team made it accessible and unique as it is. They have resolved my long years of frustration with my software company.”

Robotic Process Automation
Integrate Shed Suite with Pipedrive
Head of Sales
A US-Based Construction Company
An Unstoppable Team

‘‘They always got your back!’’

“I worked with Vizio again, and they proved to do just as well on this job as the previous one. Thank you to all the team members who were working on this project. Excellent to work with them again!”

Robotic Process Automation
Integrate Shed Suite with Pipedrive
Head of Sales
A US-Based Construction Company
They Always Got Your Back

‘‘An unstoppable team!’’

“Even software without API access didn’t faze Vizio.Ai Team, as they produced a miracle by creating a bot to tailor what I wanted, from downloading the data to syncing it through Google Sheets to another software. The team made it accessible and unique as it is. They have resolved my long years of frustration with my software company.”

Robotic Process Automation
Integrate Shed Suite with Pipedrive
Head of Sales
A US-Based Construction Company
An Unstoppable Team

‘‘They are achieving the impossible!’’

“Marvelous work from Vizio.Ai! It was impossible to retrieve the data via API sources, but that did not stop the team from retrieving the needed data via web scraping and translating it into accurate formats to import into the New CRM. Vizio.Ai is highly recommended! I will definitely use their services again!”

Robotic Process Automation
Moving Data from Sharp Spring to Hub Spot
CMO
An Energy Tech Firm
‘‘They are achieving the impossible!’’
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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
Where Our Clients Located?