Democratizing data & insights
Interpretation of transactional data from a CRM system can take days out of the month, relying on one-off reports that lead to more questions and follow-up meetings. A mid-sized financial institution asked us to help create a flexible data analytics solution to improve leadership’s ability to monitor the business and make the right decisions.
Data insights model comprised of company key performance indicators for sales operations
- Data Visualization Tool
Greenfield & hybrid
- Project/product mgmt.
- Cloud Architecture
- Data Architecture
What We Did
Key Outputs & Results
We successfully surfaced actionable sales KPI’s and funneled them to the client’s business intelligence tool of choice. We met the sales operations goals of high visibility and easy manipulation by leadership, not just the few IT data experts.
Less confusion, less time wasted
Now, a simple tool is available to dynamically analyze company KPIs. This prevented meetings, email chains, and wait times for new reports in response to follow-up questions.
Confidence in numbers
By making it easier to verify answers and move to the next question, leaders can get helpful data insights from a data visualization tool.
Benefits in weeks, not months
The client avoided starting with a lengthy data science initiative with machine learning algorithms. They benefitted from immediate value by making sequestered transaction data accessible to key personnel.
Value focused = lower cost
By lowering initial complexity, our tool got to the heart of the problem at a reasonable price, even if some big buzzwords didn’t make it in.