Should I recommend hiring a software developer, or SaaS/Cots product? Or another option I hadn't thought of? We use PracticeCS (Reuters product, that I believe is SQL based) for time tracking of projects and billable time, and on the analytics side I do a mass data export into Excel to try to budget staff hours and building in seasonality assumptions. The same thing happens again with trying to see how profitable clients are, heavy Excel export, lots of formulas, and now 1 day into a multi-month process, my data of course is now old.
My boss keeps requesting real time data, and wanting a dashboard where he can click on any client and see how much $ we bill to them, or click on any staff member and see how profitable they are, etc. Please help 🙂