Overview

A company is a financial services company in the US, specializing in wealth management, loan processing, and investment advisory services. With a huge customer base and a large number of assets under management, they relied on Odoo ERP to streamline their operations, including accounting, CRM, and financial reporting. Despite leveraging default Odoo dashboards, A company struggled to gain insights into potential risk factors, which affected their ability to take timely actions and decisions.

Challenges

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The major challenges encountered by our financial services client are:
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Difficulty in Customizing Dashboards: It was challenging for The company to create dashboards with custom financial risk indicators, such as credit exposure, liquidity ratios, fraud detection metrics, etc. The lack of customization in default dashboards hindered their ability to access the required insights on time.
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Dispersed Data: Risk-related data was fragmented across multiple Odoo models , making it impossible to visualize everything in a single dashboard. Due to this limitation, The company had to manually aggregate data from different sources, resulting in operational inefficiencies and a higher risk of errors.
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Basic Filtering Options: The default Odoo dashboards offered only basic filtering options. As a result, The company was not able to refine data views based on specific parameters such as time periods, risk categories, or transaction types. This hindered in-depth analysis, making it difficult to identify trends, assess risks effectively, and respond proactively.
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Limited Data Exporting Options: Odoo’s default dashboards have limited support for exporting data. Therefore, The company could not export dashboard insights in the desired format, which caused significant delays in report generation.

Our Solution

We implemented Dashboard Ninja with AI to overcome the above challenges of the client they encountered with default Odoo dashboards. Here’s how the implementation of Dashboard Ninja with AI worked:

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AI-Powered Customizable Dashboards: Our tool enabled the client to create a dashboard with just a few clicks, highlighting all the desired financial risk indicators. The intuitive, drag-and-drop interface made dashboard creation and customization effortless.
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AI-Driven Chart Explanations: Dashboard Ninja with AI provided the client with AI-powered explanations for each chart or dashboard item. This helped them understand and interpret financial data effectively.
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Centralized Data Integration: The dashboard displayed all risk-related information scattered across multiple Odoo models, significantly reducing the client’s effort in manual aggregation.
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Advanced Filtering Options: Unlike the default Odoo dashboards, our solution offered advanced filtering capabilities. This allowed the client to drill down into specific risk categories, time periods, and transaction types. Also, they created predefined filters to fit their specific use cases.
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Multiple Export Formats: Dashboard Ninja with AI enabled seamless data exporting in multiple formats, including CSV, PDF, and Excel. This allowed the client to quickly generate reports, share insights with stakeholders, and conduct further analysis without delays.
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Dedicated Support: We provided round-the-clock support, ensuring the client had uninterrupted access to expert assistance whenever needed. Our team proactively addressed queries, optimized dashboard performance, and ensured smooth operations at all times.

Results & Impact

50%

• Reduction in Manual Effort

By automating data aggregation and visualization, the client eliminated half of the manual workload, freeing up financial analysts to focus on strategic risk management rather than time-consuming data compilation.

40%

Faster Risk Identification & Mitigation

With real-time AI-powered insights, the client detected potential financial risks 40% faster, enabling them to take proactive measures before issues escalated, reducing financial exposure.

30%

Improvement in Decision-Making Speed

With AI-driven chart explanations and deep filtering capabilities, financial teams gained faster, more accurate insights, reducing decision-making time by 30%.

25%

Increase in Reporting Efficiency

Multiple export formats allowed the client to generate, format, and share reports seamlessly, reducing delays in regulatory reporting and stakeholder communication by 25%.

Conclusion

By implementing Dashboard Ninja with AI, The company gained a powerful AI-driven dashboard solution that enabled them to mitigate risks before they escalated, improve compliance adherence, and make data-driven decisions with confidence. This transformation empowered them to operate more efficiently, reduce financial exposure, and future-proof their risk management strategy – turning challenges into opportunities for growth.

Overview

Challenges

Our Solution

Results & Impact

Conclusion

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