International courier, package delivery & express mail service saves 25 man hours daily using data visualization, analytics and Power BI tool

25 Man Hours

Saved daily


Increase in Lead Data Processing


Increased Clarity with Data Visualization


Control over Unnecessary Data Exposure

About the Client


A global leader in the logistics industry


Courier, Packaging and Logistics




Specialized in international shipping, courier services and transportation.

Project Overview — Data visualization using Power BI Reporting and Analytics Tool

Data is the new oil they say and almost all the leading businesses across the globe are trying to capture and optimize the power of data for more informed business policies, strategies and decisions. There are plethora of data
visualization tools available in the market that can very well play with data. However what most tools can’t do is cent percent optimization of data and prevent unnecessary exposure of data.

Companies can easily deploy power BI tools but the major concern is the prevention of fraud, leakage breach of data. Our client, one of the leading international courier and express mail provider from the US faced similar type
of challenges with their data. They need a solution with data visualizations and business intelligence capabilities with simple interface to create their own reports and dashboards.

They were on the lookout to modify their existing data access and presentation process to let allow members to access specific data based on user role, proper visualization of data through reports from a common platform, and to
automate the process of reading and processing of data. Power BI tools can make it easier to use data and gain a granular understanding of important business metrics. They can hence use reporting data to make better decisions.

The data visualization tool using power BI has the following benefits for the client –

Role Based Access to data

Improved accessibility of the reports

Common reporting platform

Prevent unnecessary data exposure

Automated emails for shipment

Read, process files and prepare data with automation

Solving Data Security & Visualization issues with Analytics & BI Report Tool

The BI reporting tools help in gaining proper analysis of the data through accurate visualizations, dashboards, reports, etc. and present a genuine picture of the Key Performance Metrics (KPIs), operational efficiencies, new income
avenues, new opportunities, trends and patterns and much more.

The application allows members to access specific data based on user role, proper visualization of data through reports from a common platform, and to automate the process of reading, processing leads data. The client modified
their existing operations and integrated POWER BI reporting tool to provide an improved user experience.

Business problems

  • Unrestricted data access with no security.

    Existing dashboard has no access specific restriction and any user can view data. Role based access to data was not defined within their existing process of data visualization.

  • No Rule based access control.

    Caratula Tool excel based reporting system has no rule based access on territories causing trouble to manager to access specific data.

  • Time consuming process with improper power query.

    Tedious and time consuming process of manually download, upload and manage data.

  • Manual communication.

    Information related to delivery and shipments couldn’t be communicated via an automated process. Shipments related email communication was not automated either.

  • Lack of consolidated reporting dashboard.

    No consolidated space to view all reports.

Business Benefits and ROI gained

  • Simplification of their existing data access process using power BI reporting tool saves then thousands of man hours in a year resulting in millions in saving in a financial year.
  • Row Level Security solution assures the client of any unnecessary exposure of data and minimizing the risk of data fraud and data breach.
  • Role based access control enables hassle free access to data for informed decision making.
  • One single integrated common platform for visualization of data through reports.
  • Automatic communication of shipments via mail improves customer satisfaction.

25 Man Hours

Saved daily


Increase in Lead Data Processing


Increased Clarity with Data Visualization


Control over Unnecessary Data Exposure

Solutions provided by DreamzTech

Security using data analysis expressions

Implemented low level security as per user role using DAX.

Advanced filtering

Implemented new slicer as filter on territory to provide scope to managers to access the reporting tool and filter the data according to their needs. Slicer were added on all pages of the Caratula excel based reporting system,
which allow users to filter by territory.

Automatic data processing

Developed SSIS service to run at specific time to read and prepare lead and members data automatically.

Live, customized power BI data visualization dashboard

An integrated and interactive dashboard that deploys all key components of a power query, power pivot, power view and power map.

Automated communication

Implemented automatic email to improve the communication with client and information about a particular shipment.

Organized reporting

Developed all reports using Power BI and made available from single platform using dashboard and reports.

Key Features

How DreamzTech helped and ensure end-to-end solution

Requirement Gathering and Analysis

Onshore Business Analysts from DreamzTech interviewed stakeholders from client premises and gathered requirements for the project. They worked with offshore Business Analyst and Solution Architects for analyzing the business objectives
as discussed with the client.

Project Planning and Execution

The dedicated team assigned to the project analyzed the objectives of the project and the probable solutions to determine technologies to be used, database structure, data flow, and microservices. Agile Project plan and backlog
document and sprints are planned.

UAT and Deployment

Our team consisting of Project Managers, Tech Leads, Designers, Developers, and Quality Analysts worked with the client for 7 months to deploy first alpha and continued for over 3 years following Agile methodology to release multiple
versions and updates.


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