Automatization
and financial accounting
management
Data collection and visualization
in Power BI for Embio medical center
in Power BI for Embio medical center
2023-2024
Development
BI-analytics
EmBio medical center from Omsk city. The main goal of the clinic is to help families have children using modern reproductive technologies
Automation of the analytics collection from different data sources and visualization to speed up management decision-making
Customer
Project goal
A large number of different
data sources, tables
data sources, tables
Inability to view
real-time data
real-time data
Problems with the current
data organization
Takes a lot of time
to compile reports
to compile reports
Solution — real-time
dashboard
Payment data
Site traffic
Cash flow for 1C
The average position
of the results
for search services
of the results
for search services
Plans for employees
Operations conducted by employees
in PowerBI
Groups of service
Experts
Information about
pre-registration
and calls
pre-registration
and calls
Sources of traffic
Account balances
Data on stock balances
Balance sheet data
Advertising costs by items
Company plans
Tasks
Upload data via API from Проффит, Yandex.Metrica and Topvisor
Implement Power BI reports based on customer prototypes
Import data from CSV and XML files generated via 1C
Describe the user documentation to simplify customer support of the product
Set up a customer's Power BI online account to view data
Process
Reviewed the data from all sources
- Requested examples of transactions and invoices from 1C, API examples from Проффит, required accounts
- Found out the data sources for each graph, sorted out the customer's prototypes
- Created a technical task for the accountant for posting transactions on accounts, for the developer of Проффит and 1C, in order to get the missing data
Formed a single database
- Created a structured database model so that it is suitable for creating Power BI reports
- Implemented periodic data import to PostgreSQL
Built a dashboard with the necessary charts
- Developed a Power BI report, it takes 7 pages. The reports were implemented based on prototypes. Improvements were proposed in the implementation process.
- Time filtering has been set up. We collected tables and graphs with measures inside.
- Made a fact plan for the employees. Negative/positive values of indicators relative to the previous period were highlighted with color indicators.
Results
All data presented in the photos is fictitious
Testimonial
Thank the 7bits team for their help in automating management reporting. The project was new to us and not really relevant for the development team, but We "dived" into the experiment.
Thanks to the team we interacted with. It was only because of their patience, understanding and clarity that we managed. Maximum functional communication and a systematic approach.
The process of describing a detailed task and data sources was not simple: we modeled the ways of data collection; in the process, not obvious accounting circumstances were revealed (both on the 1C side and on the CRM side). Together, we consistently sorted it out and continued to model.
The final product is made according to the technical specifications, we are starting to actively use it.
Ekaterina Yalovnarova
EmBio medical center
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