CASE STUDY 1
CHALLENGE
- The client needed a report that could efficiently bring together data from multiple ATS systems to provide holistic insight into the company at the executive level.
SOLUTION
- Developed Mock Report Template of Required KPIs.
- Identified key data points needed from each ATS system for those KPIs and developed a standard data table format for blending the datasets.
- Cleaned and conformed the different datasets to a standard terminology allowing for clear comparisons.
KEY DELIVERABLES
- Ensured that the new report could scale to incorporate new companies and ATS systems in the future.
- Provided company KPIs that are accurate as well as report customization through filtration of datasets.
CASE STUDY 2
CHALLENGE
- The client needed to implement custom placement commission info (which was located in an ATS system) into a back-office financial report to meet financial reporting needs.
SOLUTION
- Identified any and all relevant placement commission info data from ATS, extracted data from said ATS and pulled it into the back-office report.
- Commission info was modified and transformed to suit the back office structure.
- Existing back-office visuals were adapted to utilize commission split percentages and report key metrics per employee.
- Worked directly with client’s old, manual financial reporting to ensure data accuracy.
KEY DELIVERABLES
- A new financial report that broke out key metrics (bill, pay, margin) by each placement’s specific commission percentages.
- Provided an additional debug page to highlight data entry errors pertaining to commission info that would need to be fixed in the source system.
CASE STUDY 3
CHALLENGE
- The client needed a report that could reflect the current state of tickets in an issue tracking system while retaining security around certain tickets that required a higher level of access to view.
SOLUTION
- Wrote OData query to pull relevant tickets out of the source system.
- Utilized BI tool to transform ticket data based on custom ticketing structure implemented by the client.
- Created visuals breaking out tickets by type and state, and added security rules to the report that leveraged Active Directory groups to delegate access to privileged ticket information.
- Worked with the client to set up a process for entering tickets into the system to match custom structure as well as the process for managing privileged report access.
KEY DELIVERABLES
- Created a report containing important KPIs surrounding custom tickets implemented in the issue tracking system.
- Provided documentation for entering new tickets in the source system as well as maintaining secure access roles in the report.
CASE STUDY 4
CHALLENGE
- The client had concerns about bill and pay rate changes within back-office financial reports.
- Historical rates were not being tracked and were being replaced when changes were made to the back-office directly by the client.
- Needed to ensure both old and new bill and pay rates were being tracked.
SOLUTION
- Pulled historical data of all bill and pay rates from the client’s back-office.
- Adapted the code within Power Query to reflect when new bill and pay rates were added.
KEY DELIVERABLES
- A report showcasing when bill and pay rates changed prior to the new bill and pay rates.
- The date range on the reports reflected the appropriate bill and pay rate for the specific consultant.
- The ability for the client to close out their books at the end of the month trusting that the new bill and pay rates were accurate and historical bill and pay rates remained intact depending on the chosen date range.
CASE STUDY 5
CHALLENGE
- The client needed several Excel reports automated, rebuilt, and enhanced in a more modern reporting system.
SOLUTION
- Reviewed existing reporting from the client.
- Set up a connection to the client’s Snowflake database containing raw data.
- Set up data transforms to match client requirements.
- Recreated tables and visuals from existing reporting. Set up automated report refreshes straight from Snowflake data source.
- Worked with the client to iterate and improve visuals as change requests came in.
KEY DELIVERABLES
- Provided enhanced reporting that met and surpassed original Excel reports while also being automatically refreshed at a regular cadence.
- Provided documentation around key data transforms and what tables in the source system were used to recreate reports.
CASE STUDY 6
CHALLENGE
- The client needed a report that could calculate recruiters’ commission numbers accounting for varying pay structures.
SOLUTION
- Developed report calculations that took varying client-defined pay structures and transformed them into a singular rubric that could then integrate with API row-level data to compute the expected commission numbers.
KEY DELIVERABLES
- Provide a full breakdown of row-level details for Gross Margin, Commission payout, and structure with the goal for the next tier(s) if applicable.
- Security of recruiter information, ensuring no one can view anyone else’s commission and financial information.
Hear From Our Clients…
"I appreciate how the staff at Chameleon listens to our requests and is proactive in finding solutions! Shout out to Jason and Prab - keep up the good work."
Carol Darling
Chameleon has been fantastic to work with! They helped us make a custom solution that fit our needs and even allowed us to expand on top of it on our own. Everyone on their team is very helpful and a delight to work with! I would highly recommend!
Daniel Hollis
"The team at Chameleon has been so responsive to our questions, resolving any issues in a fast and efficient manner. They have truly partnered with our Talent Acquisition team to ensure the reports we received were meaningful to the business. Thank you for your amazing customer service! You rock!"
Jennifer Hegener
"I love our financial report; I think it's fabulous. It’s been really good to be able to pull that report up to see how we're trending. We rely on these reports tremendously."
Anastasia Valentine
"Now through the power of Chameleon BI reporting solutions, small and mid-sized staffing firms can affordably bring together data from all different sources within their organization. This is something we haven't been able to do before."
Maurice Fuller
"The Chameleon team and staff are technically strong and accommodating! Having near real-time availability and access of the data has been great and the level of customer engagement with Chameleon has been awesome! They make us feel like we matter."
Keith Echols "The reports were a big hit during our annual meeting and everyone was very impressed by the detailed measurement capabilities!""
Kathryn Shaughnessy
"Chameleon BI has constructed a tool that gives you the ability to look at KPI’s in near real time, to share that view with your organization, and to change your view on the fly, to perform ‘what-if’ analysis or to zero into an issue or question. I can’t think of a more useful and essential tool for a business manager, or an organization."
David Lawrence
"I felt like I had no idea what was going on with the finances around my spending and advertising. Now I can see how much money I'm spending on job boards, how many placements I'm making with each job, and clearly see what my recruiters are doing. I can't believe how much time this saves me."
Lacey Clark "I've been a strong supporter of the reports and tell everyone that the [Chameleon BI] reports are the correct numbers. 99.9% time, I'm right and that makes me feel good."
Crystal Black "The reason we chose Chameleon is because of their expertise as they know the staffing business and they can keep up with the scalability of our company here at HireTech. And, it’s been a good experience and easy to work with them!"
Dan Teguh
SINGLE VIEW
Near real-time dashboards that will provide your team with the appropriate data to ensure they are meeting their sales and recruiting goals.
TRENDS
Discover strategic insights and track patterns from your all data sources.
COMPARE AND CONTRAST
Track all your managers, recruiters, and salespeople internally and better manage their performance.
PIPELINE ACTIVITY
Acquire a deeper understanding of what’s going on with every job opening, candidate submission, and more within your pipeline.
SINGLE VIEW
Slice and dice your data and answer any questions you may have about your business with ad-hoc reporting.
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Combine all your data from various data sources into one BI platform and have your own system of reports.
GAMIFICATION
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Mark Nishikawa Data Engineer