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Also serving Madras
Chennai managements receive plenty of reports and few answers; dashboards drawn live from the ERP show collections, utilisation and job margin while there is still time to act.
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Most Chennai companies are not short of data. The finance company has every loan and receipt in its system. The software firm has timesheets going back years. The forwarder has a record of each container handled. What is missing is a way to see it. Reports are prepared by an analyst in Excel, arrive a week after the period closes, and differ depending on who prepared them.
Our business intelligence work is built on Frappe Insights, the open-source analytics tool that sits beside ERPNext. Managers get role-based dashboards that refresh from live data, drag-and-drop charts they can build without code, KPI tracking, drill-down from a headline number to the transactions behind it, scheduled reports by email, and the ability to combine ERPNext data with other databases. Where forecasting or natural-language questions are wanted, we add custom AI on top.
Sales, finance and operations each bring their own revenue figure to the review meeting, and the first half hour goes in reconciling them. Dashboards that read from one database, with definitions agreed once, end that argument and return the time to decisions.
By the time the management pack is compiled, the period it describes is well in the past. Live dashboards show receivables ageing, order book, stock and cash today, and the formal pack becomes a snapshot of something the directors have already seen.
Bright graduates in Madras finance teams spend their days exporting and formatting. Scheduled reports and self-service charts remove that routine, and the same people can be asked the more useful question of why a number moved.
Banking & financial services
Portfolio dashboards for lenders: disbursals, collections efficiency, overdue buckets by branch and officer, yield by product, and early-warning lists, refreshed daily from the loan system for the credit and collections heads.
IT & software services
Utilisation and bench by practice, project margin from timesheets and billing, revenue by client and currency, receivable days, and hiring against plan, giving OMR and Guindy services firms a current view between quarterly reviews.
Ports & logistics
Job profitability by customer and trade lane, unbilled jobs and accruals, container dwell and detention exposure, vehicle utilisation, and receivables by account manager, for forwarders and CFS operators working through Chennai and Ennore.
Dashboards are built remotely and iteratively. We agree the first set of measures with your management on a call, connect Insights to your ERPNext or other database, and share working dashboards within the first review cycle. A workshop in Chennai with department heads is useful early on, since agreeing definitions is a conversation best held in one room.
Case studies
Indus Motor Company Private Limited
Indus Motor — ERPNext Cut Stock-Outs 40% Across Showrooms
Kera Cabs
Kera Cabs — 55% of Bookings Moved Off the Phone and Into the App
BrahMos Aerospace Thiruvananthapuram Ltd (BATL)
BrahMos (BATL) — Secure, Auditable ERPNext Finance & Procurement
Yes. Frappe Insights connects to common databases such as MariaDB, MySQL and PostgreSQL, so data from other applications can be analysed. Where a system allows only exports, we set up a scheduled load into a reporting database.
Yes. After a short training, finance and operations leads can create charts and dashboards with the visual query builder. We set up the underlying data models and permissions so that they work with clean, governed data.
Standard reports answer fixed questions about one module. Dashboards combine sales, stock, finance and operations, show trends over time, and let a user drill from a total to the entries behind it, without asking IT for a new report.
Get a clear plan, an honest timeline, and a fixed scope. Talk to a real expert today — whether or not you work with us.
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Kochi (Kadavanthra & Infopark) · Thiruvananthapuram · across India & overseas · In business since 2011