Customer Overview
The customer is a global supply chain visibility platform provider with operations spanning across seven geolocations. Managing workforce compliance, attendance tracking, leave requests, travel data, and holiday schedules has become an operational bottleneck. Their existing manual processes hinder efficiency, increase errors, and require extensive human intervention. The company seeks a scalable solution to streamline data integration, reporting, and compliance tracking.
Problem Statement
The customer is facing significant challenges in managing team members’ regular attendance, leave requests, manager reporting, travel data, holidays, and compliance across multiple geolocations. Managing these tasks requires extensive resources and preparing weekly and monthly reports has become time-consuming.
Existing Customer Environment
- Attendance, leave requests, manager reporting, travel data, holidays, and team member compliance from seven geolocations are consolidated and validated manually in an Excel sheet.
- Each organization’s data pipeline is streamlined to store data in Snowflake, but the data remains scattered across multiple Power BI dashboards and Excel sheets.
- Team member and ex-team member compliance percentages are calculated manually in Excel sheets.
- Non-compliant team members who do not follow the organization’s thumb rule are reported manually.
Customer Goal
- Data Integration: Consolidate and transform all organizational management data into a single platform for visualization.
- Real Time data on Workspace Status how much members is there in office
- 12-Week Data Focus: The dashboard will leverage data from the last 12 weeks to provide a relevant and up-to-date view of customer activities, employee approvals, travel details, company holidays, office entry statuses, office day requirements, and manager information.
- Actionable Insights and Visualization: By integrating and visualizing data, the dashboard will offer actionable insights, enabling better monitoring, analysis, and decision-making for both customer operations and management.
- Time and Effort Optimization: Reduce overall manpower required to maintain and validate organizational compliance.
Solution
To address these challenges, the proposed solution includes:
- Centralized Data Management:
- Integration of all attendance, leave requests, travel data, and compliance information into a unified dashboard.
- Automating data flow from Snowflake into Power BI for seamless visualization.
- Automated Compliance Monitoring:
- AI-driven analytics to track compliance percentages for team members and ex-team members.
- Automated reporting of non-compliant employees based on predefined organizational rules.
- Smart Dashboards & Reporting:
- Consolidation of all fragmented Power BI dashboards into a single, interactive dashboard.
- Dynamic reporting to highlight trends, discrepancies, and key compliance metrics.
- Manager-specific views for detailed reporting and real-time decision-making.
- Process Optimization:
- Reducing manual data validation efforts by implementing rule-based automation.
- Streamlining report generation and scheduling automated reports for stakeholders.
Outcome
- Increased Efficiency: Automation of data aggregation, validation, and reporting reduces manual effort by 60%.
- Improved Compliance Monitoring: Real-time tracking of compliance issues ensures proactive resolution.
- Enhanced Decision-Making: Managers gain deeper visibility into attendance patterns, approvals, and compliance statuses.
- Time Savings: Weekly and monthly reporting time reduced by 70%.
- Better Resource Utilization: Optimized workforce allocation and reduced dependency on manual data management.
This solution will significantly enhance the customer’s workforce management, ensuring improved compliance tracking, real-time insights, and operational efficiency across all geolocations.
