The company engaged us to assist with analyzing sales performance by distinct filters. The client was in the process of acquiring a company and needed a better understanding of key product segments, growth, and customers
Our first step was to understand the underlying data sources/sets and determine if any clean ups were required. Next, we mapped out the key filters needed to acquire the specific data cuts the client was looking for
A database was setup using MySQL where all data was stored, and queries were run using our schematic. Using MySQL, we were able to query the data sets, create multiple views, and work with the client on an ongoing basis to adjust filters
Our final outputs were then sent to the client where they could use their findings and drill/filter down into sub-level data groups
An investment firm focused on providing growth capital has engaged us to perform a detailed review of their investment reporting software, including recommendations for enhancement of the current investment reporting process.
The company was looking for a centralized database to replace outdated software, with the ability to quickly create reports in company specific formats for compliance reporting, and to generate management insights on net asset value trends by class and over time.
