Sales Analytics and Operations
Enhancing field experience through new age technology reporting solution
March 6, 20262.4K views
1
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
2
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
3
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
4
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