The high-level goal of this project is to successfully complete the data integration process for Jane, thus ensuring the successful functioning of the automated data dashboard. The deliverable will be a robust and dynamic data dashboard that consolidates data from both Freshsales and Jane, providing seamless updates for real-time insights. Addressing the existing challenge, students will collaborate with Phare Counselling's team, understanding the partial progress made in drawing data from Jane, and then help establish the missing connections. This will lead to a fully functional data dashboard that offers a comprehensive overview of key performance indicators (KPIs) with intuitive visualizations. The measure of accomplishment will be the successful presentation of data from Jane within the dashboard, alongside the existing data from Freshsales. The completed dashboard will allow stakeholders to monitor weekly metrics, revenue trends, conversion ratios, and client information for informed decision-making and continuous improvement. By addressing the data connection issue, this project will empower Phare Counselling to optimize operations, enhance service quality, and improve the overall client experience.

Addressing content, the dashboard will encompass various visual representations of the data, such as charts, graphs, and tables, to aid in easy interpretation. The format will be an interactive web-based dashboard accessible through secure login credentials. The depth of the deliverable will encompass key operational and financial metrics to support strategic planning and decision-making. The successful completion of this project will be evident when Phare Counselling can efficiently draw and present data from both Freshsales and Jane in the automated dashboard, enabling data-driven insights for impactful improvements.

To achieve the project goal of building an automated insights dashboard for Phare Counselling, learners will need to complete the following tasks:

Data Source Assessment:

• Review and analyze the data sources (Freshsales and Jane) to understand their structures and formats.
• Identify the relevant datasets and variables required for the dashboard.

Data Wrangling and Integration:

• Develop a data wrangling plan to clean and prepare the datasets for integration.
• Address any inconsistencies or missing data points in the datasets.
• Integrate data from both Freshsales and Jane into a unified format for the dashboard.

Automation Framework:

• Design and implement an automation framework to ensure data updates are seamless and real-time.
• Create processes to fetch and refresh data from both sources regularly.

Visualization and User Interface:

• Design the dashboard's user interface to be intuitive and user-friendly.
• Implement interactive visualizations (charts, graphs, tables) to present data insights clearly.
• Ensure the dashboard allows users to filter and drill down into specific data points.

Testing and Validation:

• Conduct thorough testing to validate data accuracy and dashboard functionality.
• Collaborate with Phare Counselling's team to verify data integrity and insights.

Documentation and Knowledge Transfer:

• Document the data integration process, automation framework, and dashboard design.
• Provide comprehensive instructions on how to maintain and update the dashboard.
• Offer knowledge transfer sessions to Phare Counselling's team to empower them to use and manage the dashboard effectively.

Final Presentation and Handover:

• Prepare a final presentation to showcase the completed dashboard and its capabilities.
• Handover the automated insights dashboard to Phare Counselling, ensuring they can access and utilize it seamlessly.

Throughout these tasks, learners will collaborate with Phare Counselling's team, exchanging insights and progress updates. They will address the challenge of drawing data from Jane, incorporating existing partial work, and successfully completing the data integration process. The project will require learners to leverage their business analytics skills, problem-solving capabilities, and teamwork to deliver a fully functional, data-driven solution for Phare Counselling.

As project leaders and facilitators, we will provide comprehensive support to learners throughout the project, ensuring their success in completing the automated insights dashboard for Phare Counselling. Here's how we will support the learners:

1. Project Guidance: We will offer clear project objectives, milestones, and scope to provide a roadmap for learners. Regular meetings and check-ins will be scheduled to assess progress and address any challenges.
2. Collaboration Facilitation: We will foster effective collaboration between learners and Phare Counselling's team, facilitating communication and ensuring a seamless exchange of insights and data.
3. Troubleshooting and Problem Solving: We will assist learners in identifying and resolving data connection issues with Jane and help troubleshoot any challenges that may arise.
4. Feedback and Review: Regular feedback and review sessions will be conducted to evaluate learners' progress and offer constructive guidance for improvement.
5. Resource Access: We will provide access to relevant data sources, documentation, and external resources to aid learners in their analysis and dashboard development.
6. Knowledge Transfer: We will conduct knowledge transfer sessions to empower learners to manage and maintain the automated insights dashboard independently.
7. Encouragement and Motivation: We will provide encouragement and motivation throughout the project to keep learners engaged and focused on achieving their goals.

By offering comprehensive support, facilitating collaboration, and providing expertise, we will enable learners to overcome challenges, complete the project successfully, and deliver a data-driven solution that adds value to Phare Counselling's operations and decision-making processes.