The purpose of the project was to create a set of customer specific, interactive and rich reports for each customer portal.
The reports needed to be automatically updated with data drawn from CargoWise One at regular intervals. This integrative approach allowed the replacement of slower and less reliable manually created PDF versions. In the first instance, this was applied to 20 Oceanbridge customers with custom portals, and was then successfully extended to 45 other customers. It also has the capability of being extended to any Oceanbridge customer in future.
One of the main objectives was to improve visibility by displaying the most up to date data available. By drawing data at regular intervals, account managers could access the latest and most relevant data for reporting. There was also a resulting improvement in self-service for Oceanbridge customers.
The process for producing manual reports on data insights was time consuming and not as in depth as it could be. As the reports were done on a monthly basis, the data being displayed was also outdated quickly.
Oceanbridge required a solution that simplified the process, moving account managers away from these manually generated reports and onto more modern methods of data presentation.
Designertech identified a need for CargoWise One customers to interpret their data in a more visual way. Microsoft Power BI was chosen as the tool to implement the solution. After a demonstration of how powerful Power BI could be for their business, the benefits were clear to Oceanbridge.
In order to ensure all the requirements were defined for the reports, there was a highly interactive prototyping phase between Designertech and Oceanbridge. This allowed Oceanbridge to have a ‘hands-on’ approach to their own design, which became an extremely valuable part of the project. By using this approach, Oceanbridge were quickly able to become confident in using the tool and a strong foundation was created for delving into more complex reports in the future.
There were a few challenges associated with the project. The CargoWise One data model is highly complex, and required a number of steps in order to understand the data:
Oceanbridge can now unify their data in rich, detailed and highly visual reports. It’s produced a number of beneficial business outcomes:
Have a question?