Internal reporting tool with consolidation of data from Vertec and other data sources

Tags: Vue.js API Vertec Microsoft Azure AD Performance Employee portal Node.js

The internal reporting tool was developed to replace manual work with Excel files and provide a centralized, data-based solution for reporting. The aim was to replace the previously manually prepared reports, which were partly compiled from Vertec data and partly from other sources, with an automated and flexible platform. Thanks to the direct connection to the Vertec XML interface and the integration of other external data sources, the tool provides real-time insights and historical reports for development staff, project managers, financial controllers and management - tailored to their respective needs.

 

Functionalities in detail

  1. Replacement of manual Excel reports:
    • The reporting tool replaces several manually maintained Excel files that were previously used for reporting. It consolidates data automatically and significantly reduces manual effort.
    • Instead of exporting data from Vertec and preparing it in Excel, the tool accesses the Vertec XML interface directly and creates real-time reports that provide demand-oriented data views.
  2. Connection to Vertec XML interface for real-time data:
    • By using the Vertec XML interface, real-time data can be retrieved and processed directly in the tool.
    • To maximize performance and minimize Vertec system load, numerous optimizations have been implemented for the XML queries so that data is available quickly and reliably.
  3. Technical architecture with Vue.js and Node.js:
    • The frontend was developed with Vue.js to provide an interactive, user-friendly interface.
    • The backend is a Node.js application that acts as middleware and provides a GraphQL interface.
    • This allows targeted queries to be carried out with minimal server load.
  4. Data enrichment through external services and sources:
    • In addition to Vertec, additional data from external services and interfaces is integrated.
    • This enables a complete and centralized view of all relevant information required for reporting.
    • The consolidated data provides comprehensive reports that support decisions at all levels of the company.
  5. Caching and performance optimization:
    • Special caching mechanisms ensure that initial results can be loaded quickly, while fresh data is reloaded in the background.
    • Daily snapshots of Vertec data are created to enable historical analysis and trends that are not available in the Vertec system itself.
  6. Target group-specific views and feature toggles:
    • The user interface is optimized for different roles:
    • Development teams, project managers, financial controllers and management each have special views and functions tailored to their individual needs.
    • Via feature toggles, each user only sees the data and functions relevant to them, which increases user-friendliness and improves the data overview.
  7. Flexibility and future-proof development:
    • Thanks to the architecture with Vue.js and Node.js, the tool is designed to be flexible and scalable.
    • It supports continuous and rapid further development so that new requirements can be implemented quickly.