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Reporting for Budget Control
Project duration: 1 month
Brief description
An algorithm is implemented and a report is created to distribute the available products evenly to the customer's sales territories. The data for the evaluation is imported from various source systems (SAP, Excel). The report is created on the basis of MS Reporting Services and integrated into a dashboard in MS Dynamics CRM 2011.
Supplement
The solution is completely mapped on the server side using stored procedures, which run in MS SQL-Server 2008 R2. The source data is imported using MS SQL Server Integration Services. The MS SQL-Server Business Intelligence Development Studio 2008 is used as the development environment.
Subject description
The solution supports the sales department in planning. Planning is complicated by the fact that a certain amount of the available products is reserved for special promotions. The determination of the available products can only be carried out manually with great effort. The distribution algorithm ensures that the available products are distributed evenly across the sales territories, taking into account the sales targets. The evaluation gives the sales staff an overview of the type and number of products available for their sales territory at any time.
Overview
- Industries electrical / electronics industry
- Specialist tasks budget planning, budgeting, Customer Relationship Management (CRM), marketing strategy
- DV tasks standard software expansion
- System environment Enterprise Application Integration (EAI), standard software: CRM systems
- Procedure model agile software development
- Development/ test tools MS Team Foundation Server TFS, SQL Server Business Intelligence Develop. Studio,
- Standard software Microsoft Dynamics CRM
Project period02.03.2015 - 15.04.2015
Contact
PTA GmbH Head Office
Weberstraße 2-4
D-68165 Mannheim
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