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Client MIS & Reporting Automation

Problem Statement

Manual client MIS reporting was time-consuming and prone to errors.

Solution

Built an automated reporting solution using SQL Server and Excel.

Approach

  • Loaded raw client operational data into SQL Server
  • Created standardized SQL views for SLA and performance metrics
  • Connected Excel dashboards directly to SQL views for refresh-based reporting

Tools Used

  • SQL Server
  • Excel

Outcome

  • Automated daily MIS reporting
  • Improved data accuracy and consistency
  • Enabled refresh-driven dashboards for stakeholders