Jada Technologies Ltd

BACKGROUND

I am the Account Manager of Tancredi Group

Tancredi is a leading international advisory firm, delivering bespoke solutions to an extensive range of corporate, financial and private clients

OPPORTUNITY / CHALLENGE

• We wanted to take the repetitive production work out of the consultants' day — press reviews, clippings, timesheets, media list maintenance.
• Make the knowledge already sitting inside the firm easier to retrieve.
• The goal was to stop senior and junior staff spending the first two hours of every morning assembling documents by hand.

SOLUTION

Referral

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me

6-10 Employees

Six months of work across five builds.
The first was Tancredi Headlines, our daily press review of international outlets — previously assembled manually each morning, now produced automatically to the same format and editorial standard we'd been using. The second covered press clippings. JADA automated several of our press reviews along with the summaries and analysis that go with them, which is work we deliver to clients on a rolling basis. Third, a tool to review and clean our legacy media lists. Contact databases rot quickly in this industry and ours needed going through properly. Fourth, timesheet automation — entry on the consultant side and review on the admin side. Fifth, matter memory: a way to search and manage general knowledge across the firm, so anyone can find what we've already written on a client, a sector or a policy file without asking three colleagues.

RESULTS & FEEDBACK

Across seven recurring press review and clipping workflows, production time fell from 28h30m a week to 15h15m (46% cut, or 13h15m back every week and roughly 689 hours a year). Tancredi Headlines, the daily international press review, went from 90 minutes to 35. Two of the other builds pay off differently. The media list tool runs a check we simply weren't running before, so when we go out to journalists and external stakeholders we're far more confident the contact is current and the approach lands with the right person. On timesheets, the gain is concentrated on the admin side as review and processing that used to be slow is now quick.

They worked to the schedule we set and delivered each build in sequence rather than promising everything at once. When we came back with changes after using a tool for a week, those went into the next iteration rather than being parked.

• Virtual Meeting
• Email or Messaging App

They learned how we actually work before automating anything. A press review isn't a generic summarisation task — the selection, the tone and the framing are the product, and most technical suppliers would have handed us something that looked right and read wrong. JADA sat with the workflow first.

We were very satisfied with how the two teams worked together. The collaboration was genuinely close and JADA were responsive throughout. If anything, it would have helped to know upfront how much feedback the process would require from our side. Building tools that match our editorial standards meant a lot of iteration, testing and detailed input from the people who run these workflows daily, and that volume was higher than we'd anticipated. Had we understood the commitment at the outset, we'd have assembled and resourced our internal team for the project differently from day one.

BACKGROUND

Please describe your company and position.

I am a manager at CONVZ BI as a Service

Describe what your company does in a single sentence.

We are a professional services team based in the UAE, KSA and Middle East supporting onsite and remotely large retail, banking institutions, Ecommerces and Digital-natives in:
- BI solutions and Analytics use cases
- we focus on Attribution and tracking for marketing/CRM
- we enable data engineering/automation for faster growth levers
- as well as we build Customer Data Platforms.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Jada Technologies Ltd to accomplish?

• PowerBI Datamart development and Dashboard

SOLUTION

How did you find Jada Technologies Ltd?

• Referral
• linkedin

Why did you select Jada Technologies Ltd over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Jada Technologies Ltd were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Project Name: Implementation of Power BI HR Analytics Datamart

Thai Client Problem Statement: The Thai Client HR team requires support in developing Power BI Dashboards related to eUnite and Cornerstone source systems. These systems help manage several HR functions across the organisations, such as HCM, learning management, payroll and many more. Thai Union is looking for a partner that can effectively help them achieve automated reporting for HR in a quick and efficient manner.

Convz Solution Description: Convz can assist Thai Client in solving these challenges by developing highly effective and useful dashboards on Power BI for key HR functions. A centralised data mart for HR analytics will first be developed on Power BI, which will then in turn be used to develop several dashboard views/visualisations. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Initial Data Discovery and Knowledge/Expertise sharing for best-of-breed industry dashboards to be implemented for Thai Client HR.
Integrate the Cornerstone and eUnite data sources into Google BigQuery with the support of their support and technical teams.
Transform Cornerstone and eUnite data and save it as reporting views in Google BigQuery Data Warehouse. The reporting view will then be connected to the Power BI reports. 
Design high-fidelity UX/UI mockups to conceptualise the look and feel of the dashboards, along with the functionality they will offer.
Development of 1 HR Datamart on Power BI based on Cornerstone and eUnite data. The data mart on Power BI will act as a semantic model, connecting various tables from the data sources together based on logical relationships. DAX Measures, Calculated columns and tables will be developed to create key metrics and dimensions.

The Thai Client HR team can choose up to 3 modules of dashboards. Each module will contain 5 to 6 individual dashboard views. All dashboards within a module cover a specific function of the HR Department. Examples of modules related to HR are as follows:
Resource Development (Upskilling)
Payroll
Workforce Planning
Recruitment 
Succession Planning
Online Learning
etc,
Row Level Security is to be implemented on the dashboards based on the user access list provided by the Thai Client team. The user access list will contain the list of all users who are to access the dashboard and their access level. 
Project management to help define and monitor the weekly sprints.
Power BI Workspace Management and Access Management.
Project documentation is to be maintained and shared with the Thai Client team. 
Validation and UAT testing of the dashboards with the client team:
To ensure the dashboards meet the client's expectations, we will conduct thorough validation and UAT testing in collaboration with the client team. This process will involve comprehensive testing and feedback gathering to refine the dashboards.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes it was smooth and time tracked

What was your primary form of communication with Jada Technologies Ltd?

Virtual Meeting

What did you find most impressive or unique about this company?

Their talent availability is great. timezone convenient and also really good certifications they have.

Are there any areas for improvement or something Jada Technologies Ltd could have done differently?

Some new ideas on GEN AI, we could add overtime to the scope in the future projects

BACKGROUND

Please describe your company and position.

I am the Senior Analyst of Supermoney S.p.a.

Describe what your company does in a single sentence.

Commodities brokerage

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Jada Technologies Ltd to accomplish?

• BI team augmentation

SOLUTION

How did you find Jada Technologies Ltd?

Referral

Why did you select Jada Technologies Ltd over others?

Referred to me

How many teammates from Jada Technologies Ltd were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Developed interactive Power BI dashboards to provide executives with real-time visibility into marketing performance, customer trends, and operational efficiency.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Faster decision making through the use of the dashboards created by the team and increased efficiency with the automation of some manual reports

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes, they always delivered all the reports on time and they tried their best to align the final products to our needs

What was your primary form of communication with Jada Technologies Ltd?

Virtual Meeting

What did you find most impressive or unique about this company?

I appreciate their culture and the speed they have to get integrated with the team and started working well with us in a cohesive way

Are there any areas for improvement or something Jada Technologies Ltd could have done differently?

I think so far they've been extremely flexible to satisfy our needs and I don't have any area for improvement since they've done an excellent job so far.