Conversion from Excel Based Systems to an Intergrated Dashboard

Project Description

We are a UK based product design and sourcing agent working with retailers and brands around the world.  We design in London and make in China.  We focus on impulse gifting; for example, beauty, skincare, toys, gifts, bags and fashion accessories.  We supply retailers like Target, Urban Outfitters, Disney, Marks and Spencers etc.  The majority of the product we sell is private label, although we are creating our own range later this year.

Objectives:

1. To transition from our current excel based structure to an intergrated dashboard with user interface that allows for simplified data entry and KPI driven reporting/analytics that will increase profitability and resource productivity.
2. To enable decision-making based on data driven analytics rather than intuition.

Current process and tools:

See word doc "Process and Tools" and "Current Excel Docs" zip folder

Current data collected:

• PRODUCT (category + sub category, IP ownership, testing pass/fail rate, time spent to develop, no of orders won)
• PURCHASE ORDER (cost price, selling price, on time delivery, client penalty)
• CLIENT (actual sales, pipeline, target margin, contact details per dept)
• FACTORY (location, products supplied, QC pass/fail rate, Social and Ethical status)

Milestones:

We would like to break this projects into several milestones.  Please propose a methodology to perform this work to incremetally build the full solution. 

Start date: ASAP