Case Study

Enhancing field experience through new age technology reporting solution

Objective

  • Set up web-based reporting infrastructure from Excel based reporting and operationalize the solution
  • Enhance field experience through a dynamic and secure solution that provides quick, efficient data analytics and insights
  • Improve efficiency and eliminate potential data integrity risks

Approach

  • Tailored approach to provide a solution that was faster, more accurate and reliable
  • Discovery  
    • Deep dived to map the process end to end
    • Collated business rules and KPI details like sales performance and execution
    • Evaluated challenges and bottlenecks that needed resolution
  • Execution 
    • Developed automated ETL application that efficiently integrates & cross-links multiple datasets and facilitates data processing
    • Built in DQ mechanism to validate completeness and accuracy of the data
    • Customized interactive reports on client’s choice of platform enabling 200+ field professionals to explore data, filter, drill down and toggle between metrics and time periods to visualize them through meaningful charts

Outcome

  • Transitioned from offline to online reporting capabilities enabling real time reports
  • Improved operational efficiencies through automation which reduced manual efforts up to 90%
  • Improved accuracy, precision, reliability of information through inbuilt quality control mechanism and eliminated data integrity risks

Client Benefits

  • Enhanced data visualization enabled informed & faster decisions
  • Significant reduction in timelines to publish the report to field
  • Ease of data interpretation that allowed reps to focus more on action planning
  • Fostered collaboration and promoted a data-driven culture that drives innovation and continuous improvement

Sales Analytics and Operations