Read  how  Optimus  helped  a  client  prepare  a  customized  reporting  portal  on  the  MS  Platform.    

SharePoint  as  a  Reporting  Portal  

Challenge:  Our  client  gathered  data  from  multiple  sources  and  needed  to  create  a  centralized  reporting  portal  for  both  internal  and  external  parties.      Their  existing  solution  was  built  in  house  over  a  few  years  by  piecing  together  functionality  and  slowly  adding  more  and  more  complexity.  Although  the  existing  system  solved  the  client’s  immediate  needs,  it  did  not  facilitate  the  client’s  growth.      Key  Challenges:    

• Consolidation  of  data  from  multiple  sources  

• Customize  dashboards  for  different  user  groups  

• Host  the  reporting  portal  online  and  schedule  reports  to  be  delivered  

March  2012  SharePoint,  PerformancePoint,  SSRS,  and  SSIS  

The  client  runs  a  leading  content  management  system  that  helps  their  customers  monetize  content  across  social  platforms.      Their  need  for  a  reporting  tool  for  both  themselves  and  their  customers,  was  a  great  fit  for  the  MS  BI  Platform.  

The  Client:  

 

The  Process  

1. SSIS  to  gather  data      

2. SSRS  to  run  reports      

3. PerformancePoint  to  create  customized  dashboards    

4. SharePoint  as  the  reporting  portal.  

About  Optimus  We  provide  end-­‐to-­‐end  Business  Analytics  Services  using  either  clients'  infrastructure  or  Optimus'  Secure  Cloud  Infrastructure.  We  offer  services  including  ETL,  Analysis  and  Reporting  Services.      

Connect  with  us  to  see  how  we  can  work  as  a  seamless  extension  of  your  technology  team.  

How  Optimus  Helped:  Optimus  worked  with  the  client’s  team  to  understand  the  problem.  By  putting  business  analysts  onsite  and  working  closely  with  the  key  stakeholders,  Optimus  was  able  to  gather  requirements  and  map  out  a  solution.      Since  data  was  being  gathered  from  multiple  sources,  Optimus  designed  a  SSIS  package  that  would  consolidate  the  data  from  a  combination  of  APIs  and  CSV  exports.  This  data  would  then  be  cleaned  and  fed  into  a  SQL  database.    SSRS  would  then  be  used  to  create  reports  that  could  be  scheduled  and  shared  monthly  with  both  internal  and  external  parties.  Each  report  was  designed  to  meet  specific  business  requirements.    Customized  dashboards  were  designed  in  PerformancePoint  for  clients,  employees,  and  management.  This  dashboard  gave  users  a  interactive  UI  to  drill  down  into  their  data.    Lastly,  the  entire  portal  was  published  to  a  customized  SharePoint  site  that  had  multiple  security  groups.  Each  user  group  could  easily  access  the  data  important  to  them.    

Optimus  Information  Inc.    #120-­‐1412  West  7th  Ave,  Vancouver,  BC,  V6H  1C1,  Canada  

Phone:  +1.  604.736.4600  Email:  info@optimusinfo.com   Website:  www.optimusinfo.com