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Streamlining Sales & Lead Tracking Progress

Case Study

About the client

The client is a roofing service provider seeking a solution for their primary business objective of streamlining sales and lead tracking processes. Additionally, they aimed to gain insights into resource requirements, cost analysis, and revenue generation.

Industry

Construction & Architecture

Revenue (USD)

Million

Head Count

Employees

Countries Of Operation

US

Use case Overview

  • The client was facing challenges with their existing manual Excel-based reporting process
  • The process was not only labor-intensive but also posed challenges in deriving valuable insights from the dataalance Sheet across GL accounts
  • Enhance financial performance through robust reporting capabilities

Challenges

  • Inefficient and time-consuming
  • Inaccurate or unreliable data due to manual data handling and data quality issues
  • High operational costs associated with manual reporting
  • Time consuming report generation and sharing
  • Inefficient allocation and utilization of resources were a result of the absence of meaningful insights

Tools and Technologies Used

DOMO

DOMO was the central platform for data integration, transformation, visualization, and reporting

Magic ETL

DOMO's Magic ETL tool was used for data transformation and structuring

Adaptive Insights Connector

DOMO's inbuilt connector extracted data from Adaptive Insights, a sales planning and analysis tool

DOMO Dimension

This was utilized to import the calendar for organizing and analyzing financial data

Solution

Data Integration:

Seamless integration of data sources such as Job Nimbus and Sales Rabbit via API connections.

Data Upload and Cleaning:

Streamlined manual data upload, automated data cleaning, and ETL processes.

BI Reporting:

Facilitating the development of comprehensive BI reports.

Scheduled Reporting:

Scheduled automatic report generation reducing manual effort.

Automation:

Automated data processing and reporting pipeline saving time and reducing errors.

Impact

The implementation of DOMO positively impacted various business functions including finance, sales, and resource management. The following are the results:

  1. Efficiency Gains- Significant reduction in manual effort and time spent on reporting tasks
  2. Data Accuracy- Improved data accuracy through automation and data cleaning
  3. Actionable Insights- Availability of actionable insights from BI reports for better decision-making
  4. Cost Savings- Reduction in operational costs associated with manual reporting processes
  5. Enhanced Resource Management- Enhancing the comprehension of resource needs to meet demand
  6. Revenue Optimization-Insights into cost and revenue data for informed financial decisions