A leading company that is transforming the used car industry faced significant challenges maintaining traditional BI reports created by different groups, resulting in time-consuming management processes and redundant reports.
The challenge
The client previously relied on their own traditional reporting solution. In addition to minimal flexibility and scalability, several challenges led them to seek a more efficient and scalable solution:
· Lack of administrative functionality:
Their tool did not provide sufficient admin capabilities, limiting their
control over report management and customization.
· High licensing costs: The licensing costs
for their tool were becoming prohibitively expensive, prompting the need for a
more cost-effective alternative.
· Customization constraints: There was difficulty
in customizing reports and dashboards to meet evolving business needs.
· Complex management: Cumbersome tenant and
user management caused operational inefficiencies and scalability issues.
Our solution
EmbedFAST offers a comprehensive solution that addressed these challenges and transformed the client’s reporting capabilities:
· Expanded administrative control:
EmbedFAST delivers robust administrative functionality, allowing the client to manage reports, user roles, and permissions seamlessly within the platform.
· Centralized reporting platform: EmbedFAST's platform seamlessly manages all the Power BI reports from one portal.
· Cost-effective licensing: With EmbedFAST,
the client is able to significantly reduce their licensing expenses,
providing a more budget-friendly solution without compromising on features or
scalability.
· Highly customizable dashboards: EmbedFAST
offers a flexible environment that allows the client to easily customize
reports and dashboards, tailoring them to their specific business needs.
· Simplified tenant and user management: With easy-to-use tools for managing tenants and users as well as streamlining operations, EmbedFAST enables the client to scale their reporting
infrastructure with minimal effort.
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| Figure 1: Creating a subscription |
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| Figure 2: Export history |
Built with client insight and feedback
In addition to providing a base solution, we made several improvements to EmbedFAST based on the client’s specific needs:
· New report and bookmark sharing functionality:
Introduced the ability to share reports and bookmarks, improving collaboration
across teams.
· Authentication upgrade to Okta: Replaced
the existing authentication system with an Okta-based setup, enhancing security
and compliance.
· Feature expansion and tool efficiency: Added new capabilities like recommended reports based on user’s department and favorites to improve the overall functionality and performance of the tool, boosting its efficiency and effectiveness for the client’s operations. Enhanced export to Excel and scheduling functionality.
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| Figure 3: Managing/sharing bookmarks |
The impact
The client achieved faster business processes and improved operational efficiency. EmbedFAST provided a scalable and efficient way to embed dashboards, empowering their operations and enhancing workflow.