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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.

What Does a Business Consultant Do 1

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 1 2

DOMO

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

DOMO 1 2

Magic ETL

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

DOMO 1 2

Adaptive Insights Connector

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

DOMO 1 2

DOMO Dimension

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

Solution

Cost effective

Data Integration:

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

2

Data Upload and Cleaning:

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

3

BI Reporting:

Facilitating the development of comprehensive BI reports.

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Scheduled Reporting:

Scheduled automatic report generation reducing manual effort.

Powerful visualizations

Automation:

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

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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