Business Consulting Pvt. LTD.: Klipfolio Expertise

ActiKnow Business Consulting Pvt. Ltd.
Klipfolio Expertise
2019
ACTIKNOW BUSINESS CONSULTING EMAIL: SALES@ACTIKNOW.COM PHONE: +91 987 344 5121
© 2011- 2018 | ACTIKNOW BUSINESS CONSULTING PVT. LTD. | ALL RIGHTS RESERVED
ABOUT US
OUR COMPANY SERVICES CLIENTS CASESTUDIES
Hi! ActiKnow is an end to end Business Intelligence provider based out of New Delhi, India. Having a
team recruited from the top campuses of India, we excel at making sense of data and delivering sound
actionable insights. We follow a unique technology agnostic approach while enabling a delightful
experience for our clients.
Today
Mobility Team 2015

65 + consultants
NJ, US Office 2013
1000+ dashboards
Established 2011
clients in 35+ countries
SERVICE OFFERINGS
BUSINESS INTELLIGENCE DATA MANAGEMENT MOBILITY

TABLEAU, QLIKVIEW, MDM, DATA WEB AND MOBILE
DOMO, KLIPFOLIO, WAREHOUSING, APPLICATIONS TO
CUSTOM BI PLATFORMS DATA RECONCILIATION, ENABLE REPORTING &
DATA CLEANING DATA COLLECTION
DATA ANALYTICS BI CONSULTING MIS AUTOMATION

FORECASTING, PREDICTIVE BI TOOL SELECTION, NEED EXCEL, ACCESS, VBA
MODELLING, PROMOTION ANALYSIS, ROAD MAP TOOL DEVELOPMENT
RESPONSE USING SAS, R, CREATION, STAFF TO AUTOMATE OFFICE
MAHOUT AUGMENTATION TASKS
Our services are designed around data. We help gather, clean, manage, report, analyse and utilise data.
CLIENT PROFILE
3
CASE STUDIES
• The next few slides contain sample work that we have done for our clients.
• All the screen grabs are sanitized and do not convey client details.
• All the data is dummy.
• Many of the applications that have been developed are ActiKnow IP and hosted on our servers.
• These can be viewed over a screen share session or in person, on request.
CASE STUDIES
KLIPFOLIO
DASHBOARD SAMPLES
BUSINESS INTELLIGENCE
CASE STUDY – Sales, Marketing & Operations monitoring for e-commerce

Dashboard for monitoring of Sales, Marketing

and Operations KPI with real time updates.
Source data came from Cin7 , Pipedrive,
Mailchimp and Xero.
• One single view of three major areas of the

company
• Data was fetched using APIs as Klipfolio did not

have inbuilt connectors for all data sources
• To speed up the reports, all heavy aggregations

and computations were done at the database
level.
• Also enabled the client to understand problems

with the orders dispatch flow.
Technologies used: Klipfolio, mySQL, PHP
CASE STUDY – Operations monitoring for Real Estate

Operations Dashboard for monitoring the

activities of the business pertaining to different
Sites. Source data was uploaded using Google
Drive.
• One single view of many different areas of the

firm pertaining to different Sites.
• Net Operating income, Private Care hours, Sales
prospects all were assessed using heavy
aggregations in the klipfolio itself.
level.
• The client easily could asses the performance of
its Key Areas and plan for future accordingly.
Technologies used: Klipfolio, excel, Google Drive
CASE STUDY – Product and Services Analytics for an Electronics Company

Products and Services analytics dashboard to

ascertain pageviews by region, traffic sources, GA
website performance for their products and
services. Source data was Google Analytics.
• Track real time Products and Services analytics.

• Two separate dashboards were for assessing the
performance of products and services.
• KPIs include:
• Audience Metrics VS Targets
• PageViews by Region
• Traffic Sources
• GA website Performance
• Client could easily assess the performance at

both category and sub category level for both
products and services.
Technologies used: Klipfolio, Excel, Google Analytics
CASE STUDY – Sales and Operations Dashboard for a Construction company.

Dashboard for monitoring of Sales, and

Operations KPI with real time updates.
Source data came from Google Sheets and Excel.
• An overviews of 2 major business aspects viz

Sales and Operations.
• Client could easily assess the bookings done by

customers on Monthly, quarterly and yearly
basis.
• Along with sales, the client has a clear of the

invoices submitted and PO’s created to keep a
track of his operations dept
Technologies used: Klipfolio, Excel, Google Sheets.
CASE STUDY –HR Metrics Monitoring

Dashboard for monitoring the performance of HR

and Clinical Departments. Data was uploaded
using Google Drive as we had to frequently make
changes in the data set.
• An overview of two major aspects of the

business viz HR and Clinical.
• Client could easily assess Stats, Employee
Turnover Rate, Sick Overtime etc easily from the
dashboard.
level.
• The calculations were done Quarterly, Monthly
and Overall to suite the client for quick decision
making process.
Technologies used: Klipfolio, Google Drive
CASE STUDY – Sales Dashboard for a large retailer

Dashboard for monitoring the performance of

Stores & Associates
• Track near real time performance by connecting

to post gresql database
• KPIs include:
• Orders
• Sales
• By product type
• Product basket attachment rate
• Stores & associates leaderboard etc.
Benefits:
View all stores performance at single place. Compare and
evaluate which products sell best at which store
Technologies used: Klipfolio, PostgreSQL
CASE STUDY – Digital Marketing Dashboard for Hospitality Industry

The client manages advertisements for

Hospitality sector and wanted to show customers
about their Ad performance using a real time
dashboard.
• Using company properties, the same dashboard

was made available to 50+ clients who saw only
data from their social media profiles.
• API connections were built to store data into
MySQL for historical reporting.
• Data was real-time and utilized inbuilt Klipfolio
connectors
• We sent out a request to Klipfolio to develop Ad
performance reports since that was a frequent
request from our clients.
Technologies used: Klipfolio, MySQL, Excel
CASE STUDY – Sales and Marketing Dashboard for HR Industry

Client offers benefit programs for corporate

employees and wanted to monitor performance
of their sales campaigns, orders performance and
website usage statistics for Shopify.
• The data was extracted from Shopify,

Mailchimp, Intercom and Google Analytics.
• Two dashboards were created
a) with summary KPI’s for client
b) with company specific values for their
customers.
• Private links for company specific dashboards
were used to embed into company accounts on
the client’s portal.
• Customers accessed their version from the
client’s portal.
Technologies used: Klipfolio, Shopify, GA
CASE STUDY – Advertisement and SEO Dashboard

Client wanted a dashboard to allow its customers

to monitor their website performance, published
Ads performance and SEO statistics with real time
updates.
• Google analytics data and Budget data was

analysed.
• Google Webmaster data was also linked
• Client had the ability to compare any period to

any previous period.
• Since some of the historical data had a shelf life

in the original source systems, the data was
hosted on a cloud based mySQL server which
fed the dashboard.
Technologies used: Klipfolio, mySQL, GA
CASE STUDY – Expense dashboard for a Non profit company

Dashboard was required to show the all the

expenses required for a Non- profit company
Data Source: Google spreadsheets, Zoho CRM,
Excel files
• A visually appealing demo to get the client’s

requirements and understand the cash flow.
• Client had the Salesforce systems and required

API integration to build the dashboard
• Many data sources with data coming in from

Google spreadsheets, Zoho CRM, Excel files etc.
Technologies used: Klipfolio, Zoho CRM, PHP, Excel
Sample – Staffing Dashboard

OUR COMPANY SERVICES CLIENTS CASESTUDIES Samples
Sample – Employee Performance Dashboard

Sample – Website Traffic Performance Dashboard

Sample – Facebook Ads Campaign Dashboard

Sample – Financial Dashboard

CONTACT US
Contact Details :
Sumit Jhunjhunwala Deepika Malhotra

Chief Operating Officer Vice President
+91 9873445121 +91 9818060247
Sumit.jhunjhunwala@actiknow.com Deepika.malhotra@actiknow.com
Office Address :
707, Siddhartha Building, 95, Nehru Place, New Delhi - 110019
+91 11 4505 2711
info@Actiknow.com

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ActiKnow Business Consulting Pvt. Ltd.

Mobility Team 2015

BUSINESS INTELLIGENCE DATA MANAGEMENT MOBILITY

DATA ANALYTICS BI CONSULTING MIS AUTOMATION

CASE STUDY – Sales, Marketing & Operations monitoring for e-commerce

Dashboard for monitoring of Sales, Marketing

• One single view of three major areas of the

• Data was fetched using APIs as Klipfolio did not

• To speed up the reports, all heavy aggregations

• Also enabled the client to understand problems

Technologies used: Klipfolio, mySQL, PHP

CASE STUDY – Operations monitoring for Real Estate

Operations Dashboard for monitoring the

• One single view of many different areas of the

Technologies used: Klipfolio, excel, Google Drive

CASE STUDY – Product and Services Analytics for an Electronics Company

Products and Services analytics dashboard to

• Track real time Products and Services analytics.

• Client could easily assess the performance at

Technologies used: Klipfolio, Excel, Google Analytics

CASE STUDY – Sales and Operations Dashboard for a Construction company.

Dashboard for monitoring of Sales, and

• An overviews of 2 major business aspects viz

• Client could easily assess the bookings done by

• Along with sales, the client has a clear of the

Technologies used: Klipfolio, Excel, Google Sheets.

CASE STUDY –HR Metrics Monitoring

Dashboard for monitoring the performance of HR

• An overview of two major aspects of the

Technologies used: Klipfolio, Google Drive

CASE STUDY – Sales Dashboard for a large retailer

Dashboard for monitoring the performance of

• Track near real time performance by connecting

Technologies used: Klipfolio, PostgreSQL

CASE STUDY – Digital Marketing Dashboard for Hospitality Industry

The client manages advertisements for

• Using company properties, the same dashboard

Technologies used: Klipfolio, MySQL, Excel

CASE STUDY – Sales and Marketing Dashboard for HR Industry

Client offers benefit programs for corporate

• The data was extracted from Shopify,

Technologies used: Klipfolio, Shopify, GA

CASE STUDY – Advertisement and SEO Dashboard

Client wanted a dashboard to allow its customers

• Google analytics data and Budget data was

• Google Webmaster data was also linked

• Client had the ability to compare any period to

• Since some of the historical data had a shelf life

Technologies used: Klipfolio, mySQL, GA

CASE STUDY – Expense dashboard for a Non profit company

Dashboard was required to show the all the

• A visually appealing demo to get the client’s

• Client had the Salesforce systems and required

• Many data sources with data coming in from

Technologies used: Klipfolio, Zoho CRM, PHP, Excel

Sample – Staffing Dashboard

Sample – Employee Performance Dashboard

Sample – Website Traffic Performance Dashboard

Sample – Facebook Ads Campaign Dashboard

Sample – Financial Dashboard

Sumit Jhunjhunwala Deepika Malhotra

+91 9873445121 +91 9818060247

+91 11 4505 2711