Use case – KPI Dashboards Driving Decisions for Membership Organisations
Our client is a membership organisation, and struggled with achieving accurate and consistent membership retention and engagement data analysis through manually maniplulated reports implementing different business logic to present Key Performance Inidicators across different sections of the organisation. More time was spent in collating data, validating and correcting data, and preparing reports than was spent using the reports for analysis and driving business decisions.
Membership Organisations have myriad ways in which they connect with, and collect data from, their members such as subscriptions, publications, events, training and professional development schemes. An effective and reliable Business Intelligence solution is vital to ensure that they can connect all these disparate data sources to provide insight in to Membership engagement and facilitate the measurement of targeted activity and results based goals with regards to Member acquisition, retention, and attrition so they can better gain, retain, and serve their members.
The objective for this solution was to architect a new data platform to streamline the process for collecting and preparing this data so that they can reverse that time balance and relate all these disparate data sources together to get a true business wide view of their data function to enable more time for analysing and driving business decisions.
Business Requirement
The PTR Solution
The solution implemented was built around a Microsoft SQL Database, an Analysis Services Tabular Model, and Power BI.
- Data Warehouse in SQL Database
- Semantic Tabular Model using SQL Server Analysis Services
- Self-Service Business Intelligence, Reports and Insight using Power BI
The Benefits
- A single consolidated and clean repository of quality data from all business applications serving as a single source of truth for the organisation
- Well defined relationships enabling comparison of data across different applications for full 360 view of Member engagement.
- Centralised definition of key business metrics such as “Lapsed” or “New” members to ensure consistent, reliable and trustworthy reporting across the whole group.
- A conformed set of business perspectives, such as membership type, time, geography, demographic, that can be applied across all data sets as relevant
- Realtime dashboards accessible from any device, any time, any where
- Rich, visually engaging and interactive reports enabling users to drill in and out of the detail behind the story and see not just the what, but the why and drive effective insight and decision making