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Data
HR, Health & Safety Provider

Maximizing business insight and improving sales performance with data analytics services.

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Challenges

The rapidly growing client faced hurdles in consolidating data for analytics and reporting. They also had no real-time sales performance visibility.

Slow
Complicated
Inaccurate
Costly
  • Improve overall sales performance with access to a scalable data warehouse
  • Production of statutory and management reports across all the group companies
  • Real-time visibility of sales performance for accurate big data analytics solutions
  • Lack of insight into factors like progress against the target, deal velocity, and stalled opportunities
Our Solution

Our in-house big data experts created a highly scalable data warehouse on AWS cloud infrastructure using Snowflake as the database platform and Jitterbit to integrate data from multiple platforms. We also built highly visual and interactive reporting dashboards using Tableau to visualize the status of sales KPIs.

Solution Impact

Swift, simple, and accurate reporting

For management intelligence and statutory disclosures

Empowered sales representatives

With data-driven actions to meet targets

Technology recommendations

That drove measurable improvements in sales performance

Design an aesthetically pleasing reporting dashboard for real-time monitoring

We created highly visual and interactive reporting dashboards using Tableau to illustrate the current state of sales KPIs after redesigning the existing data layer to satisfy these needs. We also created pixel-perfect reports for offline distribution to the sales representatives in addition to the dashboards.

The sales cycle can now be followed by our client’s executives and sales managers in almost real-time, with data accurate to within 15 minutes. Meanwhile, sales professionals are equipped with the most recent data, enabling them to concentrate on the best chances and take the appropriate steps to reach their goals.

Design an aesthetically pleasing reporting dashboard for real-time monitoring
Maximize business insight and sales opportunities with a central analytics platform

As our client grew, producing statutory and management reports across all the group companies became more complex. We identified an opportunity to build a data warehouse to consolidate details from across the group for more accessible data analytics and reporting services.

With further growth on the horizon, the data warehouse needed to be highly scalable, which we built on AWS cloud infrastructure using Snowflake as the database platform and Jitterbit to integrate data from multiple platforms. We developed an Extract, Transform, and Load flow from ten different source systems, including Sage, Salesforce, and the client’s service delivery platform.

Maximize business insight and sales opportunities with a central analytics platform
Business Impact

Our client was on an ambitious growth trajectory and wanted real-time visibility of sales performance and management reports. We built a modern data warehouse and highly visual and interactive reporting dashboards.

Enabled real-time monitoring

Of the sales cycle with refreshes every 15 minutes

25%

Improved access Sales teams have access to leads of outstanding quality

Reduced technology costs

By decommissioning legacy reporting servers

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Talk to a member of our team about your business, your goals, and how we can help
What Happens Next?

01

Our sales managers reach out to you within a few days

02

Our experts set up a meeting to understand your requirements

03

We estimate and propose project efforts and timelines