Shift from Excel to Power BI Optimizes Strategic Assets through Real-time Customer Insights, Driving 7% Sales Conversion

Key Outcomes

60% Improved Efficiency

The intuitive dashboard consolidated data from multiple sources, accelerated processing and improved decision-making

7% Higher Conversion Rate

Real-time sales data to identify high-potential leads boosted engagement and increased conversion rates

3 New High Potential Segments Identified

Consolidated data view quickly revealed market opportunities and identified gaps, trends, and new high-potential segments

Strategic Growth Foundation

Insights from global key accounts formed the basis for a strategy to enhance market presence and drive sustainable growth.

Challenges

The chemical leader aimed to drive revenue growth by optimizing customer relationships. They partnered with Aligned Automation to transform global accounts into strategic assets by centralizing account data and insights, addressing the following challenges:

Fragmented System: Manually tracking data from 15 sources led to inconsistent insights and missed opportunities.
Manual Processes: Heavy reliance on Excel spreadsheets, leading to an increased risk of errors, with 15-20% of reports requiring rework due to data inaccuracies causing delays.
Limited Visibility: Insufficient insights into sales performance across regions and customer segments.

Value Delivered

Aligned Automation designed and developed a comprehensive solution that consolidated customer information and integrated data from multiple sources for comprehensive analytics. The solution involved:

Strategic Account Visibility: Designed and implemented an intuitive dashboard across strategic assets through a consolidated Customer 360° view.
Comprehensive Analytics: Integrated data from multiple sources for detailed insights on sales quantities, margins, and regional performance.
Dynamic Tracking: Enabled robust tracking of sales quantities and margins across divisions and regions for strategic analysis.
Real-Time Updates: Ensured real-time data updates for accurate reporting and effective decision-making.

Capabilities

Power BI Reporting

Data Integration (SAP)

Microsoft Azure SQL Server

Real-time Analytics

Intuitive Dashboard

About Client

The client is a $40 billion global chemical company specializing in plastics and refining. As a leader in the chemical industry, the company manages a vast portfolio of global accounts and operates across diverse markets.

Case studies

Chemicals

Margin Optimization Achieved with 20% Revenue Growth and 15% Cost Reduction Through Advanced Sales Analytics

Life Sciences & Healthcare

95% Productivity Boost Accelerating Time-to-Market and Driving Seamless Engagement Across Product Lifecycle

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