GineeSoft Solutions: Delivers Software Excellence

Help & Faq's

Frequently Asked
Questions!

Our versatile team is built of designers, developers, Data Scientists, MIS and
digital marketers who all bring unique experience.

Frequently Asked Questions

We offer end-to-end data automation solutions including data collection, cleaning, transformation, reporting, and integration with third-party tools. Our workflow automation services streamline repetitive tasks, approvals, and processes using tools like Power Automate, Zapier, and custom scripts.


Data automation involves using technology to collect, clean, organize, and transfer data without manual intervention. It reduces human error, speeds up processes, and ensures data consistency across platforms.

 

Google Sheets automation involves scripting and tool integration to eliminate manual work such as data entry, calculations, and reporting. We can automate tasks like

  • Daily/weekly report generation
  • Data validation and cleaning
  • Integrations with forms, CRMs, APIs, and databases

This saves time and reduces human error significantly.

We can automate tasks like:

  • Email alerts & notifications
  • Lead capture & CRM updates
  • Report generation
  • Approval flows
  • Invoice generation & tracking
  • Data entry, backup, and syncing across platforms

Yes! We specialize in building interactive, real-time dashboards using tools like:

  • Power BI
  • Google Data Studio
  • Tableau
  • Custom dashboards via Google Sheets or Excel + Apps Script

Our dashboards offer drill-downs, filters, and visual insights for smarter decision-making.

  • Data automation is about automating the collection, updating, and transfer of data between systems.
  • Data transformation refers to cleaning, restructuring, and reformatting data to make it useful and compatible for analysis or reporting.

We handle both processes to ensure clean, usable, and real-time data flow.

Absolutely. We support integration with major platforms like:

  • Salesforce
  • Zoho
  • HubSpot
  • Microsoft Dynamics
  • QuickBooks
  • SAP
  • Custom APIs

Let us know your system—we’ll build seamless data pipelines.

 

Power BI provides powerful, real-time business analytics and dashboards, while Power Automate helps automate workflows and data refresh cycles. Together, they allow: 

  • Automated report generation
  • Alerts and triggers based on data changes
  • Integration with 3rd-party services (emails, approvals, CRMs, etc.)

Setup time varies based on project complexity. On average:

  • Simple dashboard or automation: 3–5 working days
  • Moderate data workflows + reporting: 1–2 weeks
  • Advanced enterprise-grade automation: 2–4 weeks
    We provide a detailed timeline after the initial assessment.

Our services are ideal for:

  • Startups looking to scale operations
  • SMEs automating reports, invoicing, and tracking
  • Enterprises needing centralized business intelligence
  • E-commerce, finance, HR, marketing, and operations teams

Basically, any business looking to save time, reduce errors, and make data-driven decisions.


Yes! We offer:

  • Hands-on training sessions
  • User manuals or video walkthroughs
  • Ongoing technical support (monthly/quarterly plans available)

We ensure your team is confident using the tools we implement.

Simple steps:

  • Contact us via call or form
  • We schedule a free consultation call
  • We assess your data/processes and propose a tailored solution
  • Once approved, we start implementation and keep you updated throughout
  • Power BI is best for enterprise-grade, secure, scalable analytics.
  • Google Data Studio is great for marketing, web analytics, and collaboration on a budget. We work with both, depending on your business needs.
  • Yes! We can connect:
  • Excel (local or OneDrive)
  • Google Sheets
  • SQL databases
  • APIs
  • ERP/CRM systems

For real-time or scheduled data refresh in dashboards.

  • Power Automate
  • Zapier
  • Integromat (Make.com)
  • Google Apps Script

Custom APIs for deeper integrations

Dashboards turn raw data into visuals like graphs, KPIs, and trends. They:

  • Help you track real-time performance
  • Identify bottlenecks and patterns
  • Enable better decisions through insights
  • Reduce the need for manual reports

Yes. Dashboards built with Power BI, Google Data Studio, and custom apps are responsive and accessible from phones and tablets.

  • Simple automations: 2–4 days
  • Dashboards: 5–10 days
  • Complex workflow systems: 2–4 weeks
    We give a project timeline post-requirement analysis.

No. We offer fully-managed solutions and can train your team if needed. You’ll have access, but we handle the technical setup.

Yes. Power BI supports integrations with:

  • Salesforce
  • Microsoft Dynamics
  • QuickBooks
  • SQL databases
  • APIs & more

Yes, we provide:

  • Ongoing support plans (monthly/quarterly)
  • SLA-based response
  • Minor updates and dashboard refinements
  • On-call troubleshooting for mission-critical workflows

Absolutely. We can set up

  • Daily/weekly/monthly email reports
  • Triggered alerts based on thresholds or changes
  • Personalized report delivery to stakeholders

Data transformation involves converting raw data into clean, structured, and usable formats. It’s essential for:

  • Consistent reporting
  • Data quality
  • Advanced analytics
  • Integration with BI tools

We follow best practices for data security:

  • OAuth and token-based authentication
  • Encrypted data handling
  • Role-based access control
  • Cloud security standards

Yes! We automate:

  • Form data collection (Google Forms, Typeform, etc.)
  • Lead entry into CRMs (HubSpot, Zoho, Salesforce)
  • Email or SMS follow-ups
  • Lead scoring and assignment

We help you:

  • Choose the right license (e.g., Power BI Pro vs Premium)
  • Use free tools where possible (e.g., Google Sheets, Data Studio)
  • Optimize cost based on your needs

Yes, we can work with:

  • CSV/Excel files
  • Manual exports from software
  • Offline data imported regularly
    We build hybrid automation models to suit your environment.

Absolutely. We design role-based dashboards where

  • Sales sees leads & conversions
  • Finance sees revenue & expenses
  • Management sees high-level KPIs

Access is restricted as per department and data sensitivity.

Our success in creating business solutions is due in part spacially to talented committed team.

Contact Us

No:2/26, 2nd Floor, Arangappan Street,
West Mambalam ,
Chennai – 600033

+91 9884455440

info@gineesoft.com

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