Searching for an Architect who can create dynamic live dashboards for to C-levels and decision makers, utilizing Power BI Pro and Office 365. Our data is housed within Salesforce, but for the purposes of this buildout, we will be using a data warehouse. You have experience navigating data warehouses and have good communication skills which allow you to provide both data and explanations easy to team members at all levels. We are looking to develop a handful of reports and we would like to include useful business intelligence. Below are examples a select sample of reports…
Background on the Company: We a are a lender to small and medium sized businesses, clients typically repay us with a small amount daily. Our product's term typically ranges from 2-15 months and payments can be collected on a daily or weekly schedule. The basic data we collect includes (FiCO Score, Funding Amount, Payback Amount, Balances, Address, Our Proprietary In-house score, Payment Pace, A Proprietary delinquency metric, etc.) Security, reporting, and responsive metrics are a must.
Prerequisites: Knowledge of both Microsoft SQL 2012 & Salesforce Object Databases, deep understanding of Microsoft Power BI and Office 365, ability to work quickly and iterate rapidly as requirements may change throughout the project.
What we will provide: Siloed access to our data warehouse including a completed data dictionary. Access to internal staff for questions and deeper discussions on the data, and what we would like to see from it. We are also willing to change the structure and the data available in the silo per request.
1. Geographic Report - featuring a Map and the ability to drill down to states with breaking down industry per state. Additionally, using the drill down functionality we would like some functionality to directly compare states by industry (see below requirements for Industry). We would like this report to also highlight areas
2. Industry Report - Building upon the previous item, we would like to be able to view in detail stats regarding the performance by Industry. Including Average Factor, default percentage per vertical. Industries are attributed to every deal using a list of 45 general label industries and as well as a SIC code which describes in greater detail the exact nature of the client's business.