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Effective Planning

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Empowering Efficient Budgeting and Data Analysis
Effective Planning is a SaaS-based budgeting software project developed by DI Solutions. The software provides a fully dynamic and customizable dashboard, allowing users to create a customized database, define dimensions and measures, import historical data in CSV, TSV, and Excel formats, set up new plans, add/edit currency, and set monthly status for data analysis. The project utilizes SSM (SQL Server) as the database, .NET MVC for the backend, and AngularJS for the frontend, enabling seamless data management and an interactive user experience.
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About Project

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The Effective Planning project by DI Solutions is a budgeting software solution designed to empower efficient budgeting and data analysis. It offers a comprehensive and user-friendly dashboard that enables users to create customized databases, define dimensions and measures, import historical data from various formats, set up new plans, and manage currencies. The system utilizes SSM (SQL Server) as the database for efficient data storage and retrieval. The backend is developed using .NET MVC, providing robust functionalities, while the frontend is built on AngularJS, ensuring an interactive and seamless user experience.

Business Challenge

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The challenge in developing the Effective Planning project was to create a budgeting software solution that enables users to streamline their budgeting process and gain valuable insights for future business growth plans. The goal was to overcome manual data entry, limited analysis capabilities, and lack of customization options, and provide a system that empowers efficient budgeting and data analysis.
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Our Strategy

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Our strategy for the Effective Planning project revolved around delivering a SaaS-based budgeting software solution that provides a fully dynamic and customizable dashboard. We leveraged our SSM (SQL Server) expertise to ensure efficient data management and seamless integration with the .NET MVC backend. The front end was developed using AngularJS to provide an interactive and intuitive user experience. Our approach focused on empowering users to create customized databases, import historical data in multiple formats, and set up new plans with ease. We also prioritized the development of flexible data analysis tools and functionalities such as currency management and monthly status indicators.

Client Experience

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Our clients have had a highly positive experience with the Effective Planning budgeting software. The solution has provided them with a powerful tool to streamline their budgeting process and gain valuable insights for future business growth plans. The user-friendly and fully customizable dashboard allows users to easily create databases, import historical data, and perform comprehensive data analysis. The seamless integration between the front end and back end, combined with the scalability and flexibility of the solution, has greatly enhanced their decision-making capabilities. Clients appreciate the efficiency, accuracy, and reliability of the Effective Planning system, which has significantly improved their budgeting and financial management processes.
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