Real-Time Investment Performance Dashboard

At Vizio AI, we partnered with a leading energy trading merchant and asset investor to overcome significant data challenges and drive innovation in the energy sector. By implementing advanced data scraping, analytics, machine learning, and interactive dashboard solutions, we enabled streamlined data access, enhanced real-time decision-making, and automated reporting.
Industry
Energy and Professional Services
Revenue
Non-disclosed
Employees
10-50
Region
New York, NY and Austin, TX
Tech Stack
Challenges
  • The client has data scattered across various sources, including APIs, static files, and Excel spreadsheets. They need a solution to seamlessly integrate and aggregate this diverse data into a single cohesive platform.
  • The client requires a modern and interactive dashboard that displays high-level widgets representing various aspects of their battery storage assets, such as market prices, state of charge, weather, and dispatch instructions. The dashboard needs to update automatically every few seconds.
  • The client needs to generate automated reports on a daily, weekly, and monthly basis to keep stakeholders informed and updated on asset performance and market trends.
  • As the client's business grows and evolves, they anticipate an increase in data volume and complexity. They need a solution that can scale seamlessly to accommodate these changes and remain relevant in the future.
Solutions

Data Integration and Aggregation

Vizio AI created a custom data integration pipeline that connects to all data sources, extracts relevant information, and harmonizes the data into a unified format. Using ETL (Extract, Transform, Load) processes, we ensured consistency and accuracy in data, enhancing overall reliability.

Real-time Dashboard with Interactive Widgets

Vizio AI crafted a user-friendly, web-based dashboard with advanced data visualization tools and libraries. We implemented real-time data streaming to ensure continuous widget updates. Users can interact with widgets, drilling down into specific data points for deeper insights and analysis.

Automated Reporting

Vizio AI implemented a reporting module in the dashboard, enabling users to schedule and customize reports. These reports are generated automatically and delivered to stakeholders via email or a dedicated portal. They include key performance indicators, market analytics, and asset status summaries for comprehensive insights.

Scalability and Future-Proofing

Vizio AI designed the dashboard and data infrastructure with scalability in mind. We used cloud-based technologies and scalable database solutions to handle increasing data loads. Additionally, we future-proofed the dashboard with modular components, allowing easy upgrades and support for new data sources and features.
Key Outcomes
By implementing a custom data integration pipeline, the project ensures consistent and accurate data from various sources, enabling streamlined access to vital information. The development of a user-friendly, web-based dashboard with interactive widgets allows for real-time data visualization and analytics, leading to quicker, more informed decisions. Additionally, the reporting module and scalability improvements offer long-term value, reduced operational costs, and proactive responses to market fluctuations, collectively driving data-driven strategies and business impact.
Streamlined Data Access
90%
More Informed Decision Making
Time and Effort Savings
79%
Fast & Optimized Performance
Long Term Value
60%
Reduction in Operational Costs
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 integration, real-time dashboard development, and automated reporting 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.

Vizio AI's commitment to excellence and their dedication to providing real-time insights have been instrumental in our journey towards data-driven success.

‘‘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!’’
Real-Time Investment Performance Dashboard
At Vizio AI, we partnered with a leading energy trading merchant and asset investor to overcome significant data challenges and drive innovation in the energy sector. By implementing advanced data scraping, analytics, machine learning, and interactive dashboard solutions, we enabled streamlined data access, enhanced real-time decision-making, and automated reporting.
Industry
Energy and Professional Services
Revenue
Non-disclosed
Employees
10-50
Region
New York, NY and Austin, TX
Challenges
1
The client has data scattered across various sources, including APIs, static files, and Excel spreadsheets. They need a solution to seamlessly integrate and aggregate this diverse data into a single cohesive platform.
2
The client requires a modern and interactive dashboard that displays high-level widgets representing various aspects of their battery storage assets, such as market prices, state of charge, weather, and dispatch instructions. The dashboard needs to update automatically every few seconds.
3
The client needs to generate automated reports on a daily, weekly, and monthly basis to keep stakeholders informed and updated on asset performance and market trends.
4
As the client's business grows and evolves, they anticipate an increase in data volume and complexity. They need a solution that can scale seamlessly to accommodate these changes and remain relevant in the future.
Solutions
Data Integration and Aggregation
Vizio AI created a custom data integration pipeline that connects to all data sources, extracts relevant information, and harmonizes the data into a unified format. Using ETL (Extract, Transform, Load) processes, we ensured consistency and accuracy in data, enhancing overall reliability.
Real-time Dashboard with Interactive Widgets
Vizio AI crafted a user-friendly, web-based dashboard with advanced data visualization tools and libraries. We implemented real-time data streaming to ensure continuous widget updates. Users can interact with widgets, drilling down into specific data points for deeper insights and analysis.
Automated Reporting
Vizio AI implemented a reporting module in the dashboard, enabling users to schedule and customize reports. These reports are generated automatically and delivered to stakeholders via email or a dedicated portal. They include key performance indicators, market analytics, and asset status summaries for comprehensive insights.
Scalability and Future-Proofing
Vizio AI designed the dashboard and data infrastructure with scalability in mind. We used cloud-based technologies and scalable database solutions to handle increasing data loads. Additionally, we future-proofed the dashboard with modular components, allowing easy upgrades and support for new data sources and features.
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 custom data integration pipeline, the project ensures consistent and accurate data from various sources, enabling streamlined access to vital information. The development of a user-friendly, web-based dashboard with interactive widgets allows for real-time data visualization and analytics, leading to quicker, more informed decisions. Additionally, the reporting module and scalability improvements offer long-term value, reduced operational costs, and proactive responses to market fluctuations, collectively driving data-driven strategies and business impact.
Streamlined Data Access
90%
More Informed Decision Making
Time and Effort Savings
79%
Fast & Optimized Performance
Long Term Value
60%
Reduction in Operational Costs
‘’Commitment to Excellence and Dedication’’

Vizio AI has been a game-changer for our business. Their expertise in data integration, real-time dashboard development, and automated reporting 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.

Vizio AI's commitment to excellence and their dedication to providing real-time insights have been instrumental in our journey towards data-driven success.

Chief of Operations
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.
Where Our Clients Located?