Client: Confidential (Top-tier infrastructure & technology firm)
Scope: Centralized Reporting & Task Automation Platform
Delivered By: AutomataX
The Challenge
Our client faced a recurring set of problems:
- Disconnected Excel-based reporting across teams
- Time-consuming manual reconciliations
- Lack of real-time visibility into collections, ageing, and task status
- Difficulty in prioritizing actions across departments
They needed a centralized, secure, and smart way to view and analyze key metrics in one place.
Our Solution
AutomataX built a full-featured web dashboard app — integrating real-time data directly from cloud storage (Google Drive) and securely restricting access by role.
Key highlights:
- Interactive Dashboards for financial collections, receivables trends, and account ageing
- Branch & Trend Analysis with weekly comparisons
- Executive Metrics on collection ratio, pending status, and efficiency
- Task Management Panel with email reminders via API
- Role-Based Login for executives, managers, and analysts
- Visually elegant UI with glassmorphism and background video themes
All components update live as underlying Excel sheets are updated — no need for re-deployment.
The Outcome
- Reduced reporting time by over 80%
- 100% elimination of manual data stitching across departments
- Improved visibility and accountability across stakeholders
- Received direct appreciation from senior leadership for usability and clarity
“It feels like our reports finally grew up into something smart, fast, and beautiful.”
— Client’s Executive Team
Security Posture
| Feature | Details |
|---|---|
| Role-Based Access Control | User authentication with hashed credentials for Admin, Manager, CEO |
| Secure Data Source | Google Drive API access via service accounts with restricted scopes |
| No Data Stored on Server | Dashboard pulls real-time data, but does not store anything persistently |
| Email Notifications | Sent via API, using verified domains and TLS encryption |
| Data Sanitization | All input/output fields sanitized to prevent injection or XSS |
| Minimal Attack Surface | Hosted on Cloud with no direct database or file write access |
Ready to Turn Reporting into a Superpower?
We helped one of the country’s leading enterprises go from spreadsheet chaos to real-time clarity.
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