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20
Business Intelligence & Self Service Reporting Module
20.1 Overview: Utilizing Odoo 15's extensive
20.1.1 reporting and dashboard capabilities,
integrated with a robust HCI infrastructure,
this solution offers comprehensive business
intelligence functionalities. Actors: System
administrators, SKM staff, BI analysts. Input:
Data from various modules of SPKB, external
data sources. Process: Data is ingested from
Mandatory Ya SPKB and external sources, processed and
visualized through dynamic dashboards and
The tenderer should study, propose, design, develop, supply, transmit, install, test, integrate, digest data and accrue
reports within Odoo, supported by HCI's
the SPKB system for SKM for sub-Business Intelligence sub modules that include and unlimited:--
a) Regular report management. scalable resources. Output: Regular, dynamic
b) Dynamic Report Management. reports; interactive dashboards; visualizations.
c) Dashboard management. Expected Result: Enhanced decision-making
d) Interactive data visualization. with real-time insights, improved data-driven
e) Other relevant reports. strategies.
Overview: The solution includes a versatile
20.1.2 reporting engine capable of generating pre-
determined, self-service, and customizable
reports, offering deep insights. Actors:
Government officials, SKM administrators,
analysts. Input: User requests, predefined
templates, data analysis criteria. Process:
Mandatory Ya Customizable reports and dashboards are
generated based on user-defined parameters
and data analysis, incorporating government
The tenderer should meet the requirements of any analysis report and dashboard from the government and then requirements. Output: Tailored reports,
review and propose unlimited reporting of the reports as follows:- insights, and dashboards. Expected Result:
a) Pre-Determined Report Empowered users with the ability to generate
b) Self Service and Customizable Report reports and insights as needed, ensuring
c) Insights compliance and relevance.
Overview: Real-time dashboard generation
20.1.3
using HCI's efficient data processing
capabilities and Odoo's flexible reporting
Overview: Interactive and dynamic
tools. Actors: SKM staff, BI analysts. Input:
dashboards that adapt to various data
Transactions, MCMC data, cooperative data.
sources and user interactions. Actors: Users
Mandatory Ya Process: Continuous data ingestion and
across different management levels. Input:
processing to update dashboards in real or
User interactions, data from SPKB modules,
near-real time. Output: Updated dashboards
external data. Process: Dashboards
reflecting current data. Expected Result:
dynamically update based on user inputs and
The dashboard should be generated in real time or near real time according to the transaction/combination of the Immediate access to up-to-date information,
data changes. Output: Customized
selected MCMC data and cooperatives (eg daily, weekly, monthly, annual). enabling timely decisions.
dashboards. Expected Result: A user-centric
20.1.4 experience that provides actionable insights,
Dashboard also needs to be interactive and dynamic according to modules, sub-modules, cross-modules or Mandatory Ya
intergeneration with external data. improving operational efficiency.
Overview: Creation of diverse, dynamic
20.1.5
dashboards catering to various organizational
roles and objectives. Actors: Supervisors,
operators, SKM management. Input:
Overview: Hierarchical
Organizational reporting system
goals, performance data, that
KPIs.
Pentenders should be able to provide at least 5 scope of dashboard development dynamically:: serves different
Mandatory Ya Process: Tailoredmanagement levels with
dashboard development
a) Supervisor dashboard
appropriate data access. Actors: Various
reflecting specific user needs and cooperative
b) Operating dashboard
management
standards. levelsAwithin
Output: rangeSKM. Input:
of specialized
c) KPI dashboard
d) SKM Management Dashboard ManagementExpected
dashboards. role, dataResult:
accessEnhanced
policies.
e) Cooperative Report Card Process: Reports
monitoring, and dashboards
performance tracking,are
and
f) Other required dashboards such as Cooperative Management Standards (7 Principles). generated based
compliance on the user'sprinciples.
with cooperative management
20.1.6 level and predefined access rights. Output:
The system needs to be able to prepare reports in Article 17.1.5 according to the management level such as the top Role-specific reports. Expected Result:
management, the middle management and the operating management. Each level has different reports and access
Mandatory Ya Ensured data security and relevance, aiding in
access requirements. decision-making at all levels.

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 Overview: Implementation of a flexible
20.1.7 The system also needs to have the ability to enable users to set their own business rules to issue AD-HOC reports.
reporting framework within Odoo that allows
users to define custom business rules for
generating ad-hoc reports. Actors: SKM staff,
end-users. Input: User-defined business rules,
data parameters. Process: The system
Mandatory Ya interprets user-defined rules to dynamically
generate reports on-demand. Output: Ad-
hoc reports tailored to specific business
needs. Expected Result: Empowered users
with the capability to quickly generate
reports based on evolving requirements,
enhancing operational responsiveness.
Overview: A comprehensive export
20.1.8 Reports should be exported in the form of PDF/Excel/Word/JPEG/ETC auto at any time or set-time set according to
functionality within Odoo, supported by HCI,
module requirements
for generating and exporting reports in
various formats. Actors: SKM staff, external
stakeholders. Input: Report generation
requests, preferred format. Process:
Mandatory Ya Automatic or scheduled report generation
and conversion into the desired format.
Output: Reports in PDF, Excel, Word, JPEG,
and other formats. Expected Result:
Streamlined reporting process with versatile
output options to meet diverse needs.
Overview: Advanced alert and notification
20.1.9 The system should be able to configure the Alert/Notification and have the ability to submit the notification to the
system integrated into Odoo, customizable
relevant officer
based on specific triggers and events. Actors:
Overview: Creation of a robust report
System administrators, relevant SKM officers.
archiving system within the BI module,
Input: Configured triggers, event data.
ensuring efficient management and retrieval
Mandatory Ya Process: System monitors for specific events
of historical reports. Actors: BI analysts, SKM
or thresholds and automatically generates
staff. Input: Generated reports, archiving
notifications. Output: Alerts and notifications
criteria. Process: Reports are automatically
sent to relevant officers. Expected Result:
archived upon generation or after a certain
Enhanced awareness and timely response to
period, with indexing for quick retrieval.
critical events or data insights.
Output: An accessible archive of past reports.
20.1.10 The tenderer must also establish a report archive in the BI module to facilitate faster and efficient regeneration of Expected Result: Streamlined access to
reports. Mandatory Ya historical data and reports, facilitating trend
analysis and decision-making over time.
Expires 20.0 Business Intelligence & Self Service Reporting Module

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