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Case Study

Asset Performance and Management

Data-Driven Decisions: Optimising Asset Performance

Managing a portfolio of assets can be challenging without reliable data. A client, previously reliant on spreadsheets and emails, lacked visibility into their assets’ performance. Shivendra and Co. implemented a comprehensive solution to optimise asset health. First, we categorised assets, identifying key data points for performance tracking. Partnering with an analytics expert, we designed and implemented APIs to capture real-time data from all assets within a tight 60-day period. Collaboration with field teams was crucial. By analysing data and pinpointing underperforming assets (below a 90% baseline), we implemented corrective actions. This resulted in a remarkable success rate, with 90% of assets exceeding performance targets within 60 days. Furthermore, real-time performance reports were established, incorporating weather considerations for a holistic view, providing the client with actionable insights for continuous improvement. Finally, we assisted in setting up a comprehensive Asset Management System, providing a robust platform for long-term operational efficiency.
Phase Input Output
The client desired improved sales pipeline visibility to support growth.
Clear objective established: enhance sales pipeline visibility.
Option Generation with Measures of Success
Collaboratively identified options and key metrics. Designed a workflow to better understand pros and cons of each option solution. Identified bottlenecks and prioritised them.
Defined options, key metrics, or measures of success. Specifications and requirements list for potential technology integration.
Option Realization (Selection of Option)
Mapped the client’s sales process from opportunity to completion, pinpointing critical gates for decision-making and supporting activities. Selected a CRM vendor.
Detailed sales process map created. Chose a CRM solution suited to the client’s needs.
Execution Roadmap and Contingency Plan
Partnered with the selected CRM vendor for implementation. Developed an execution roadmap and contingency plan for smooth deployment.
Executed CRM implementation according to the roadmap. Prepared for potential challenges with contingencies.
Evaluation and Monitoring
Facilitated the development of Power BI reports tailored to stakeholder needs. Set up monitoring processes to track the effectiveness of the new system.
Achieved significant increase in sales pipeline visibility within three months. Enabled effective tracking and data-driven decisions.

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