CLIENT SUCCESS STORY
Industry: Commercial Services and Supplies
Division: Information Systems
Solution Technologies: Qlik
Solution Products: Qlik Sense, QlikView
Solution Service Type: Project
I N T R O D U C T I O N
This client has been using QlikView applications for over a year, with approximately twenty originally developed and published reports. This data was regularly used by Finance, Sales and Products teams with some of the information being evaluated as often as daily. During a data validation exercise, it became clear there was a need to enhance their reporting functionality with new features and data sets in order to meet the long term needs of a growing, enterprise company. This client success story focuses on identifying key areas of improvement in reporting, coding and business app enhancements in order to strength company infrastructure for both current practices as well as the future. Additionally, it will walk you through how solutions were developed and executed to fit their needs.
H I G H L I G H T S
- Identify and address legacy reporting and coding issues
- Data migration process from QlikView to QlikSense platform
- Enhancements to improve user experience and analytics longevity
C H A L L E N G E S
The reporting that was originally developed in QlikView needed expanded functionality and updates, as the reports were not using multi-tier architecture. Additionally, the majority of the code in the system did not follow Qlik best practices. This led to performance issues, which in turn created cross-platform support tickets for the general IT desk. The development, configurational and training tasks being limited to one client resource brought its own challenge in terms of the time commitment and platform training needed during this transition from QlikView to Qlik Sense. The end goal for our client was to resolve the reporting performance issues and ensure the code, configuration files and data on both Qlik platforms were reusable and retained.
S O L U T I O N
All existing applications were re-designed to use multi-tier architecture. The ETL process was migrated to Qlik Sense and data output was shared between both Qlik platforms. Applications were updated to use shared code, master items and configuration parameters. All existing QlikView reports were migrated as well as new extensions added to Qlik Sense. Reports were updated to eliminate manual processes, therefore reducing human error and time utilization, such as:
- Fiscal calendar generation
- Currency conversion
- Forecast values calculation
- New UI features (flexible reports and GeoAnalytics reports)
Salesforce data integration and environment improvements like backups (for Configuration data, shared code, and Repository) and new folders’ structure were also added. User guides and documentation files were created. They were designed to explain all changes in the environment, development process and the code.
S T A K E H O L D E R S
The project was initiated and approved by the Information Systems manager. Immediate business as usual support was provided by their Business Intelligence Manager.
R E S U L T
All existing reports have been updated and set on Production on both QlikView and Qlik Sense environments. The data validation exercise confirmed that their new infrastructure should meet their long-term needs in building an enterprise Business Intelligence platform
A B O U T P O M E R O L
We create and deliver meaningful Data-Driven Business Focused Solutions & Services. We’ve been operating in Data Analytics and Intelligence Reporting for over 8 years within Pomerol and our Partners have a cumulative 100 years in Global Experience. Pomerol partners with our clients to optimise the intersect between changing business demands, technological progress and sustainable business growth.
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