When our collaboration began, our client already had Microsoft Power BI data visualization software in use and reporting based on data from their customer relationship management system, among others. The existing reporting was essentially good and functional, but increased reporting needs required additional assistance for further development.
According to our client, there was room for improvement in the response times of their quotation process, prompting the search for a solution. In light of this, we designed new reports to support the existing ones, enabling the sales team to streamline their quotation process and address data points causing distortions in key performance indicators (KPIs). The visualization of the new reports specifically focused on identifying bottlenecks in the quotation process, allowing the sales teams to utilize these insights in their daily meetings.
"When embarking on this project, the client had a clear goal, and it was necessary to create a measurement system to reliably monitor the quality and efficiency of operations. It was gratifying to see how the response time for quotations improved because the sales teams had a clearer understanding of what to measure and how. During this project, they achieved two goals at once: the quality of data improved as they paid closer attention to it, and the sales processes became more efficient as the new measurement system further supported goal attainment." - Tero Takala, Entrepreneur, Data Lead.
"Through Tero's expertise, we successfully developed reporting dashboards tailored to our organization, taking into account both business goals and user-friendliness. As a natural consequence, we achieved improved results, as the reporting effectively supported operational management." - Customer
