The Challenge

  • The client required a modern, centralized platform to manage the entire travel ecosystem—including package creation, agent management, user tracking, booking monitoring, and revenue insights. The challenge was to simplify a multi-role, data-intensive workflow into an interface that remained clean, informative, and scalable for future features.

Scope Of Project

  • Design a unified dashboard for Admins and Super Admins to monitor all travel operations.
  • Provide modules to manage packages, agents, users, vendors, and bookings.
  • Visualize booking and revenue performance trends.
  • Integrate location-wise analytics to determine top-performing regions.
  • Enable intuitive workflows for package creation and status monitoring.

The Solution

  1. Dashboard Overview Panels
    • Designed top summary cards showing Total Bookings, Users, Agents, Vendors, and Revenue.
    • Used color-coded indicators (+/-%) for week-over-week performance.
  2. Revenue & Package Performance Graphs.
    • Implemented line charts for revenue stats and bar charts for packages sold—segmented by travel types (e.g., Mountain Climbing, Safari).
    • Enabled toggle between “This Week” and “Last Week” comparisons.
  3. Real-Time Booking Tracker
    • Used pie charts to visualize booking status (Completed, Confirmed, Cancelled).
    • Booking trends displayed using horizontal bars for percentage breakdowns by package.
  4. Recent Bookings Table
    • Included columns for Booking ID, Package Name, Status, Persons, Total Spent, Date Range.
    • Status tags (e.g., Pending, Confirmed) with visual indicators.
  5. Geo Insights Panel
    • World map integration to visualize most booked countries.
    • Country-wise booking data displayed with proportional bars.
  6. Navigation & Workflow Enhancements
    • Sidebar navigation grouped by tasks: Create Package, Agent Details, User Details, Bookings.
    • Added pagination in tables for handling large datasets efficiently.
    • Search bar and country selector for quick filtering.

Technology USED

  • Figma, Adobe XD for Mockups, Prototype, And Handoff

Industry :

Retail & Manufacturing – Steel Products

Background

A leading retail and manufacturing steel supplier offers a wide range of steel products catering to multiple industry segments. With a robust distribution network and value-added services such as channel financing, doorstep delivery, and customised steel processing, the company serves both small and bulk buyers across Asia and North America.

The Challenge

The company generated large volumes of sales and operational data on a daily, weekly, and monthly basis, segmented by product type and location. The existing reporting process was fragmented, making it difficult for business teams to quickly analyse data, monitor performance, and make informed decisions. The company needed a powerful analytics platform integrated with its existing system to:
  • Consolidate and analyse data across locations and product lines.
  • Implement secure, role-based access to sensitive data.
  • Improve reporting performance and reduce manual effort.

Scope of Project 

  • Tableau integration and configuration with the current platform.
  • Development and testing of interactive dashboards.
  • Matching Tableau Server authentication with the current platform.
  • OLAP cube design, validation, and performance optimisation.
  • Post-implementation support and maintenance.

Solution Delivered

The project involved the complete lifecycle implementation of Tableau analytics, ensuring seamless integration with the client’s existing systems. Key activities included:

  • Custom Authentication & Security: Implemented Tableau Server authentication aligned with the current platform, along with cube-level and report-level security to safeguard sensitive information.
  • Cube Design Validation: Verified all measures, dimensions, hierarchies, and calculated metrics for accuracy.
  • Security Validation: Mapped cube roles to user groups and ensured correct access privileges.
  • Performance Optimisation: Enhanced data processing speed and query performance for faster dashboard load times.
  • Post-Implementation Support: Provided ongoing technical and user support for smooth adoption.

Technology Stack

  • Tableau Desktop, Tableau Server, SQL Server

Business Impect

  • 60% Reduction in Report Generation Time: Automated dashboards replaced manual reporting, enabling near real-time data access.
  • Improved Decision-Making: Management could now access role-specific, accurate insights in minutes instead of hours.
  • Enhanced Data Security: Role-based authentication ensured that sensitive sales and operational data was only visible to authorised users.
  • Increased Operational Efficiency: Faster performance and automated analytics allowed business teams to focus more on strategy rather than data preparation.
  • Scalability for Growth: The integrated Tableau platform could now easily handle growing data volumes and new reporting requirements.

Scope of Project 

  • BIITS was involved in the complete lifecycle implementation of different business process to integrate Tableau with their current platform.  
    • BIITS was responsible to do all custom authentication with Tableau Server, Data security implementation etc. 
    • Cube Design Validation – Validate all measures, dimension and dimensions hierarchies & calculated measures 
    • Validation security – Cube roles, roles vs user groups matrix and Cube level security vs report level security. 
    • Performance-Processing performance, Query performance 
    • Provided Project Support 

Technology Environment  

  • Tableau Desktop, Tableau Server, jQuery, .Net. 

Scope of Project 

  • BIITS was involved in the complete lifecycle implementation of different business process to integrate BO with their current platform.
  • BIITS was responsible to do all custom authentication with BO Admin, Data security implementation etc. 
  • Cube Design Validation – Validate all measures, dimension and dimensions hierarchies & calculated measures 
  • Validation security – Cube roles, roles vs user groups matrix and Cube level security vs report level security. 
  • Performance – Processing performance, Query performance 
  • Provided Project Support 

Technology Environment  

  • Business Object, Xcelsius, Excel, Universe Designer, Web Intelligence. 

Industry : Oil & Gas

Location : Texas, USA

The Challenge 

The Challenge A Texas-based Oil & Gas firm sought to consolidate its field automation and surveillance operations into a unified, real-time analytics platform. The goal was to transform raw, high-speed streaming data from remote oilfields into actionable insights. The client needed:
  • Aggregated reporting from diverse field devices.
  • Integration of streaming video and SCADA data.
  • Performance optimization of large-scale data reports.
  • SharePoint portal integration for field users.
  • Real-time analytics across multiple devices and systems.
The existing reporting structure lacked scalability, responsiveness, and interactivity. Reports needed performance tuning and better visual representation of production and incident data. BPL was doing UPS Market Serve based on current buyers, Potential Buyers.

Scope of Project 

  • Tableau Integration with SharePoint portal
  • Tableau Server Authentication via Active Directory
  • Big Data Hadoop connectivity for historical and streaming data
  • Dashboard development for production analysis, loss code, and gas metrics
  • Post-implementation support and training for internal teams

Solution

The engagement involved a full lifecycle implementation and integration of the client’s oilfield automation platform with Tableau to enable real-time visualization and reporting.
Key Deliverables:
  • Developed Tableau dashboards for:
    • Oilfield production by location
    • Gas production metrics
    • Loss code and event analysis
  • Integrated Hadoop/HBase as a data source to manage large-scale field data.
  • Designed efficient data schemas to enable scalable and performant queries.
  • Created calculated fields, sets, parameters, and filters for deep-dive analytics.
  • Embedded dashboards into the SharePoint portal for centralized access.
  • Configured Tableau Server with user management, scheduling, and security.
  • Enabled drill-down capabilities for teams to investigate root causes of incidents or downtime.

Business Impact

  • Enhanced Operational Visibility: Real-time dashboards provided on-demand insight into oilfield performance and incident trends.
  • Improved Decision-Making: Event management and emergency response teams could make faster, data-backed decisions.
  • Scalable Reporting Infrastructure: Big Data integration ensured that massive datasets could be analyzed without latency.
  • Streamlined Access: SharePoint integration allowed easy access for distributed teams.
  • Reduced Downtime: Early detection of production issues helped minimize revenue losses.

Technology Environment  

  • Visualization & BI : Tableau Desktop, Tableau Server
  • Data Infrastructure : Big Data Hadoop, HBase
  • Portal & Collaboration : Microsoft SharePoint
  • Authentication : Active Directory

Scope of Project 

  • BIITS was involved in the complete lifecycle implementation of different business process to integrate BO with their current platform.
  • BIITS was responsible to do all custom authentication with BO Admin, Data security implementation etc. 
  • Cube Design Validation – Validate all measures, dimension and dimensions hierarchies & calculated measures 
  • Validation security – Cube roles, roles vs user groups matrix and Cube level security vs report level security. 
  • Performance – Processing performance, Query performance 
  • Provided Project Support 

Technology Environment  

  • Business Object, Xcelsius, Excel, Universe Designer, Web Intelligence. 

Industry

  • Energy & Renewable Solutions

The Challenge

The client needed a centralized platform to efficiently create, manage, and monitor solar energy projects. Key requirements included:
  • Project creation and management within a custom application.
  • Detailed costing breakdown for each project segment.
  • Dynamic project creation forms that adapt based on project type (e.g., Ground Mount, Rooftop, Canopy).
  • Ability to assign projects to specific users depending on their roles.
The existing process lacked automation, dynamic data handling, and performance-optimized reporting, making it difficult to track progress, costs, and recovery rates effectively.

The Solution

The engagement involved architecting, designing, and implementing robust data aggregation and visualization capabilities, alongside predictive analytics. The key steps included:

  1. Tableau Dashboard & Server Implementation
    • Designed and deployed interactive dashboards for project tracking, cost analysis, and recovery forecasting.
  2. Predictive Recovery Model
    • Built a model to predict the probability of recovering claims, allowing classification into recovery probability buckets and enabling proactive decision-making.
  3. Quality & Performance Optimization
    • Developed quality check reports to ensure accuracy of aggregated data.
    • Performance-tuned slow-running reports, improving data retrieval times significantly.
    • Recommended and implemented critical database design changes for efficiency.
  4. Requirement Analysis & Iterative Enhancements
    • Collaborated with business stakeholders to capture evolving requirements.
    • Analysed, designed, and implemented feature enhancements based on operational needs.

Technology Environment  

  • BI & Visualization: Tableau Desktop, Tableau Server
  • Database: SQL Server 2008

Business Impact

  • Enhanced Decision-Making : The predictive model provided actionable insights into claim recovery likelihood, helping prioritize recovery efforts and reduce losses.
  • Operational Efficiency : Dynamic forms and role-based project assignment streamlined project creation and tracking, cutting down administrative time.
  • Faster Reporting : Optimized dashboards and database design reduced report load times by over 50%, ensuring timely access to critical project data.
  • Improved Data Accuracy : Quality-check mechanisms minimized reporting errors, boosting trust in analytics outputs.
  • Scalability : The architecture allowed for easy integration of new project types and reporting requirements, future-proofing the system.

Scope of Project 

  • BIITS was involved in the complete lifecycle implementation of different business process to integrate BO with their current platform.
  • BIITS was responsible to do all custom authentication with BO Admin, Data security implementation etc. 
  • Cube Design Validation – Validate all measures, dimension and dimensions hierarchies & calculated measures 
  • Validation security – Cube roles, roles vs user groups matrix and Cube level security vs report level security. 
  • Performance – Processing performance, Query performance 
  • Provided Project Support 

Technology Environment  

  • Business Object, Xcelsius, Excel, Universe Designer, Web Intelligence. 

Scope of Project 

  • BIITS was involved in the complete lifecycle implementation of different business process to integrate BO with their current platform.
  • BIITS was responsible to do all custom authentication with BO Admin, Data security implementation etc. 
  • Cube Design Validation – Validate all measures, dimension and dimensions hierarchies & calculated measures 
  • Validation security – Cube roles, roles vs user groups matrix and Cube level security vs report level security. 
  • Performance – Processing performance, Query performance 
  • Provided Project Support 

Technology Environment  

  • Business Object, Xcelsius, Excel, Universe Designer, Web Intelligence. 

Scope of Project 

  • BIITS was involved in the complete lifecycle implementation of different business process to integrate BO with their current platform.
  • BIITS was responsible to do all custom authentication with BO Admin, Data security implementation etc. 
  • Cube Design Validation – Validate all measures, dimension and dimensions hierarchies & calculated measures 
  • Validation security – Cube roles, roles vs user groups matrix and Cube level security vs report level security. 
  • Performance – Processing performance, Query performance 
  • Provided Project Support 

Technology Environment  

  • Business Object, Xcelsius, Excel, Universe Designer, Web Intelligence. 

All the reasons to choose BIITS.

B-Informative IT Services Pvt. Ltd. (BIITS) is an award-winning Business Intelligence & Digital & Consulting company based out of Indian Silicon Valley, Bangalore. We are a team of motivated professionals with expertise in different domains and industries. We help our clients to derive simplified and conclusive data insights for effective decision making.