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portal solution

Business Intelligence Portal Solution for Utilities Industry

Client Profile

Leader in full-scale, demand-side services for utilities ranging from Demand Response, Advanced Metering Infrastructure, and Smart Grid to Load Research, Measurement & Verification and Energy Efficiency.

Situation

Utilities are experiencing a renewed interest in demand-side management. At the same time, competitive and market pressures are forcing them to seek and implement new technologies and services that will either increase profits or decrease costs. These challenges often must be met with a staff that has been severely downsized over the past several years. The client developed a powerful technology platform to facilitate an integrated program delivery. The platform supports core functional capabilities from market segmentation and customer acquisition to service delivery and rebates processing. An essential component of this platform is a Reporting Portal that supports the KPI’s, Scorecards and Analytics critical to assess the performance of these Programs.

Solution

A Reporting Portal with SharePoint as the platform for delivery of dashboards, metrics and analytics to support the client’s Energy Programs. Reports are delivered via Performance Point, SQL Server Reporting Services and Power Pivot.

Business Benefits

  • Reporting Portal delivered as one of the critical components of the overall Client Program Delivery Platform
  • Client team trained and mentored on SharePoint, Performance Point, PowerPivot and SSRS for ongoing Program Sustainment
  • Report Portal Platform designed for replication and reuse for multiple customers of the client
information management portal

Information Management Portal

Client Profile

A specialty insurance company which provides medical professional and general liability insurance coverage and risk management services to its academic medical center subscribers and their various affiliated entities, employees and physicians.

Situation

Multiple business units within the company required their custom content to be provided to employees for access to dashboards, reports, and documents via an internal portal per business unit.

Solution

SharePoint based portal based on an intuitive file cabinet/file drawer/folder metaphor. Master layout for all business units including Messages, Events, Dashboards, Key Information, Reference Information, and Favorites provides efficiency for IT support. Active Directory based security trimming to present the appropriate business unit related content to the user.

Business Benefits

  • A single Information Management Portal framework that can support the unique information requirements of each business unit
  • Content Administration (creation, approval and publishing) driven by the Business Units and not by IT
  • Reduced IT support as the business units are empowered to configure and publish content relevant to their business
  • Single Sign-on between the Information Management Portal and other operational and information systems
sharepoint based extranet

Marketing Development Funds Management Solution

Client Profile

Global Telecommunications services and equipment provider to millions of consumers, businesses and other service providers in dozens of countries.

Situation

Cumbersome legacy process for managing joint marketing funds supplied  by original equipment manufactures (OEMs) across multiple regional markets and devices.  Funding requests,  funding approvals, and reconciliation  of available fund balances  needed accurate and timely  reporting to ensure funds did not “slip between the cracks.”

Solution

SharePoint/InfoPath based extranet for OEM partners, marketing employees and supply chain employees.  Workflow enable  request, viewing, editing, approval,  and feedback for all constituents.

Business Benefits

  • Tens of Millions $ of Marketing Funds managed by the solution
  • Audit trail of funding approvals
  • Online “ledger” for monthly funding reconciliation and visibility
  • Faster distribution of cooperative marketing funds to program management and product marketing

Danny RyanCreate Apps from Spreadsheets