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Case Study

Power BI reporting

Unveiling Business Insights with Power BI

Empowering informed decision-making, Shivendra and Co. leveraged Power BI to deliver customised dashboards for a growing client. We began by collaborating with the client to understand their overall strategy. Aligning with this strategy, we identified key performance indicators (KPIs) specific to each business unit, with an initial focus on finance and operations. Following a structured mapping of these KPIs and their data sources, we defined reporting structures and targets. Partnering with an analytics vendor, we then developed interactive dashboards featuring clear visualisations and drill-down capabilities. This comprehensive solution established Power BI as the single source of truth, providing stakeholders with real-time insights into business performance and empowering data-driven decision-making across the organisation.
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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