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reports and analytics

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Last Modified: 2020-01-03
Dear Experts
We are using CRM application which uses MYSQL database. we have customized the CRM application for our core process therefore the CRM modules marketing, sales and contacts and opportunities are not made use instead we have completely customized, the solution is deployed on premises.
Challenges: to build/develop certain reports which are very much essential for daily operations and monthly reports and analytics. At present we are taking csv dump from crm and preparing it manually by applying formulas,  this is time consuming and resource dependent and as reports are not ready made available therefore end users to depend on the technical resource to export the reports and bring it to the required format and then provided to the end users. We also require analytics from the CRM data.
We are planning to implement SQL Server Reporting Services (SSRS) and integrate with Power BI for analytics the data source will be CRM application either integrated OR excel as input to the SQL Server Reporting Services (SSRS) or Power BI.
Please suggest will this approach work for us.
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Jim HornSQL Server Data Dude
Most Valuable Expert 2013
Author of the Year 2015

Yes.  Otherwise this question is too vague to be actionable.


Thanks for the reply, should we have to setup the data ware house, request few inputs so that the technology approach understanding will help to contact the right experts.
SQL Server Data Dude
Most Valuable Expert 2013
Author of the Year 2015
There's really not enough information here to answer your question, and this sounds like you need someone to design an entire solution instead of what is normally in the scope of a single EE question.

I HIGHLY recommend documenting your needs as detailed as possible, trying to avoid any IT Buzzword Bingo words, and then shop this document around to local IT consulting companies to take on as a project.

For a highly entertaining example of this thought process check out Requirements Document Template for a Reporting Project, keeping in mind that this article speaks to a small set of reports and not for an entire BI and analytics solution as you are asking here.

Good luck.