In my role, I leveraged MSPBots as a third-party integration and business intelligence tool to revolutionize the creation of dynamic, custom client dashboards tailored to each client’s specific metrics and requirements. Utilizing MSPBots, I configured the user interface with custom CSS, ensuring a visually appealing and intuitive experience. To seamlessly integrate these dashboards into the framewerx.ca website, I employed iframes, offering clients easy access to their personalized dashboards.

To enhance client interaction and security, I implemented client login portals, directing users to their respective dashboards. Through WordPress and PHP, I established content restrictions and redirects, ensuring that only users with specific roles could access designated pages. However, recognizing limitations in MSPBots’ integration capabilities, I addressed data gaps by creating a comprehensive ETL (Extract, Transform, Load) process and data warehouse.

Using SQL Server Integration Services (SSIS) and automated through SQL agents, the ETL logic involved extracting data from a SharePoint Online Excel sheet, downloading it locally to the server, filtering out existing records in the database, loading distinct records, synchronizing the local data warehouse with MSPBots’ environment using their SQL agent, and documenting the entire process for data entry clerks. This approach allowed us to bridge the integration gaps effectively and maintain a robust and up-to-date client dashboard system.