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ANALYZE DATA

Transform Data into Actionable Decisions

Unlock the power of your ERP or CRM data with our expert analytics services, enabling you to make on time data-driven decisions without the overhead of in-house resources.

ANALYZE DATA

Why Choose Insight Automation?

Timely Insights

Our services ensure that your data is turned into actionable insights, fast.

Cost-Effective

Avoid the high costs and time associated with hiring and onboarding analytics resources.

Expertise on Demand

Access seasoned Business Analysts and BI Engineers without the commitment of full-time staff.

Tailored Dashboards

We create custom Power BI and Tableau dashboards that refresh regularly, keeping your data up-to-date. These can be independent or Integrated with Smartsheet dashboards to provide you a single source of truth on your data and work statuses, all in one place

Integrations

Integrate Systems of record- Jira, Dynatrace, Salesforce, Service Now, Smartsheet, Microsoft 365 Dynamics for eliminating duplicate date entry and to enable analytics and insights

STEP 1

Data Understanding

We collaborate with you to comprehend your CRM/ERP data and identify key metrics.

STEP 2

Dashboard Design

Our experts design and implement dashboards tailored to your business needs and best practices recommended by us.

STEP 3

Ongoing Support

We ensure your dashboards are regularly updated, providing you with continued insights.