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Also serving Trichur
A Thrissur group with showrooms, a finance arm and a hospital interest gets its numbers from three accountants on three dates; dashboards put them on one screen each morning.
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Thrissur's business families are diversified by habit. The same group may hold jewellery showrooms, a finance company, a stake in a hospital and some property. Each unit has its own software and its own accountant, and the chairman's monthly review is a folder of printouts prepared over several days, already out of date when it is opened. Decisions are made on instinct in the meantime, which works until the group is too large for one person's instinct.
Business intelligence and dashboards turn the data you already record into live, role-based views. We build on ERPNext's reporting and on open-source analytics tools to deliver drag-and-drop charts, KPI tracking, drill-down from a total to its transactions, scheduled email reports, and the combining of ERPNext data with other databases where a unit runs different software.
A finance company learns that a branch's collections have slipped when the monthly statement arrives. A daily dashboard of disbursals, collections and overdue by branch shows the slide in its first week, while a phone call can still correct it.
Showrooms carry designs that have sat in the tray for a year, tying up metal at today's rate. Stock ageing by category and branch, set beside sales by design, tells the purchase head what to melt, what to move to another showroom and what to stop ordering.
In most firms a single Excel expert assembles the management report, and nobody else knows the formulae. Dashboards built on the live database produce the same figures for everyone, every day, and do not go on leave.
Banking and financial services
Portfolio dashboards by branch, product and officer, overdue buckets with trend, collection efficiency, cost of each branch against its income, and scheduled reports to directors and funding banks in the format each expects.
Gold and jewellery manufacturing and retail
Sales by showroom, category and salesman, weight sold against weight purchased, making-charge realisation, scheme enrolments and maturities, and a festival-season comparison with the same period in earlier years.
Education and healthcare
For hospitals: occupancy, department-wise revenue, pharmacy margin and insurance receivables by payer. For college managements: admissions against intake, fee collection against demand, and salary cost by department.
We start by asking each decision-maker which five numbers they would want every morning. Those answers, gathered in person in Thrissur, define the first dashboards. We then trace each number to its source, fix data gaps where they exist, and build. The first version is usually rough by design, so that you can correct the definitions before we polish the presentation.
Case studies
Dumas Bakes N Meals Private Limited
Dumas Bakes N Meals — ERPNext Lifted On-Time Deliveries by Over 40%
Adventure Sports Cover 360 (ASC360)
ASC360 — ERPNext + Mobile App Cut Policy Issuance Time 70%
Muthoot Securities Limited
Muthoot Securities — MScan, the Flutter App That Cut Document Search Time by 70%
Usually, yes. The analytics layer can read from several databases and present a combined view. The effort lies in agreeing common definitions, for example what counts as a sale or an overdue account in each unit. We handle the technical connection and help settle the definitions.
No, though it helps. ERPNext data is well structured and already connected, which shortens the work. With other systems we need database or export access. If the underlying records are incomplete, we will say so, because a dashboard on poor data only displays the problem attractively.
Yes. Dashboards are web-based and adapt to a phone screen, and key figures can also arrive as a scheduled email or message each morning. Access is by role, so a branch manager sees his branch and the directors see the whole group.
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Kochi (Kadavanthra & Infopark) · Thiruvananthapuram · across India & overseas · In business since 2011