Data Integration & Visualization –
Extract and consolidate data –
- Extract data from CRMs (Salesforce), ERPs (Oracle NetSuite), Advertising Platforms (Google Ads, Facebook Ads, LinkedIn Ads), Marketing Performance Platforms (Marketo, LinkedIn Sales Navigator), Online and Onsite Storages (Amazon S3 & Redshift, Snowflake, MySQL, Postgresql), Onsite files (Text File, PDF Files, JSON Files).
- Yantra will create joins and write custom SQL queries to transform and pull the required data.
Organize your data in a centralized platform –
- Your data will be pulled onto a secure data platform.
- A centralized platform helps avoid data mismatch and provides a single source of truth.
- Easy to maintain Data Pipelines.
- Readily available data for Machine Learning and Business Intelligence applications.
Management Decision Dashboards –
- Yantra can implement dashboards on Licensed BI Tools (Tableau, Power BI, QlikView, Quicksight, NetSuite Analytics Warehouse) and Open Source BI Tools (Apache Superset).
- Get a better understanding of Campaign Effectiveness, Leads, and Opportunities and track cases.
- Visualize your Sales data and understand the underlying trends and correlations.
- Understand Web Engagement and email marketing performance.
- Add filters to view different geographies, product categories, and dates. Ensure better slicing and dicing of data.
Forecasting & Planning using AWS Forecast –
Use the same technology as Amazon.com –
- Amazon provides a vast selection and availability across 400M+ products.
- Maintains low prices through inventory and supply chain optimization.
- Archives fast delivery of billions of packages in 185 countries daily.
Forecast & Plan for key KPIs –
- Forecast data from key domains – Retail Demand Forecasting, Supply Chain and Inventory Planning, Workforce Planning, Revenue and Cash Flow forecast.
- Identify a target variable and related data sources, Yantra will build pipelines to AWS Forecast and make the data forecast ready.
Query Forecasts –
- Forecasts can be queried by Product type and Location once the forecast can be made.
- This enables the slicing and dicing of forecasts and enables understanding of forecasts at a more granular level.
Understand Drivers –
- Amazon Forecast uses Impact scores to quantify the relative impact of each attribute and determine whether they increase or decrease forecast values.
View and Export Forecast –
- Forecasts can be visualized in the console, exported in CSV format, and retrieved into visualization applications using Amazon Forecast API.
Diagnostic Study –
Get an overall 360-degree understanding of your current implementation –
- Interview the Tech Team and understand the genesis of the tech stack and data flow infrastructure.
- Interview the decision makers and understand their expectations on the quality, time & costs of end reports.
- Study their pros and cons and the processes & discuss the alternate options that were considered prior to the implementation of this tech stack.
Identify Bottlenecks –
- Identify the existing processes for data sourcing, extraction, collation, migration, storage & analysis.
- Understand the way the analysts are working and what are their bottlenecks in acquiring data and writing queries.
- Get detailed answers to the questionnaires from Data Users, Analysts, Tech Team & Functional Leads.
- Identify the existing processes for data sourcing, extraction, collation, migration, storage & analysis.
- Understand the way the analysts are working and what are their bottlenecks in acquiring data and writing queries.
- Get detailed answers to the questionnaires from Data Users, Analysts, Tech Team & Functional Leads.
Yantra will Build a comprehensive & scalable operational strategy and recommend the possible solution’s –
- Understand the competitive landscape and seek the most efficient tools and services for various activities – data sourcing, extraction, collation, migration, storage & analysis.
- Put together various options of data flow infrastructure that can work effectively in the business situation.
- Draft and end-to-end recommendation – processes & systems.
NetSuite Analytics Warehouse –
Analyze NetSuite data –
- NetSuite Analytics Warehouse is the only pre-built analytics platform tailored to work with NetSuite.
- Consolidate data from multiple sources including NetSuite data, CSV files and other business system data.
- Generate Visualization and reports optimized for executives and decision-makers.
Rapid Deployment –
- NetSuite managed data pipelines with pre-built objects enable rapid deployment eliminating development costs.
- NetSuite Analytics Warehouse is cloud based hence eliminating deployment and maintenance costs.
- Load data directly from NetSuite Consulting for various Functional Areas and use ready to use KPIs.
Immediate and Role-based Insights –
- Prepackaged content enables you to get immediate insights as soon as you load your data.
- Role-based views and organization of insights into – cards, decks and dashboards.
Data Security and Governance –
- Security features of Oracle Autonomous Data Warehouse enable – Data Encryption, Data Restrictions, MultiFactor Access Control, and Database Activity Monitoring.
Salesforce Einstein –
Enable AI Insights in Salesforce –
- Salesforce Einstein enables AI insights and predictions across – Sales Cloud, Service Cloud, Marketing Cloud, App Cloud, Analytics Cloud, and Community Cloud.
Rapid Deployment –
- Salesforce Einstein directly connects to Salesforce, no data manipulation or preparation is required.
- Salesforce Einstein automatically selects the best AI model for your organization and provides model management tools eliminating development and maintenance costs.
Discover Patterns in your Data –
- Einstein Discovery enables the discovery of key patterns in your data.
- Identify Pipeline Trends, Leads, and Opportunities most likely to Convert, and get insights from Marketing Engagements.
Predict Business Outcomes –
- Einstein Prediction Builder enables you to create custom AI models on any Salesforce object without any code.
- Predict Churn, Lifetime Value, Sales, and many other key KPIs.
Get Recommendations within Salesforce –
- Einstein Next Best Action delivers intelligent recommendations to Customers and Employees within Salesforce.
AI and Automation –
Image to text conversion Application –
- Capture information from images and convert it into a queryable Database or Excel sheet using state-of-the-art Optical Character Recognition and Natural Language Processing models.
- Increase the efficiency of data collection and avoid manual data entry.
Document Information Parsing –
- Automate collection of data from Documents or Excel sheets.
- Data is extracted using Natural Language Processing and python scripts and output in a structured format.
Data Reconciliation –
- Combine data from multiple departments which could be in various formats into a Master Database.
- It is made sure that the inconsistencies in the various versions are eliminated.
Customer Discovery via Cluster Analysis –
- Understand customer behavior and categorize customers based on their buying behavior.
- Make tailored marketing campaigns for the various customer segments.