Solutions
Marketing Services - Sales Scorecard
Industry

Marketing services company providing a full range of print and promotional products

Business Drivers
  • Provide the national sales organization with a single source of performance information 
  • Provide all levels of the organization performance metrics with consolidations and roll-ups.   
Solution

PerformancePoint Dashboards, SharePoint delivered reports and analytics.

Business Impact
  • Consolidates information from multiple back-end systems with various data sources  (e.g. Oracle, SQL Server, VMS)
  • Provides key analytical metrics in an easy to use analysis services cube environment 
  • Centralizes key calculations to provide a single version of the truth 
  • Reduces reporting cycle time and provides one-stop shopping for information. 
 Print   
Financial Services - Investment Portfolio Analysis

Industry

Investment Management firm providing specialized hedge funds to institutional investors

Business Drivers
  • Analyze client portfolio balances, performance and trading trends
  • Deploy SharePoint based dashboard/scorecard solutions for consistent performance measurement   
Solution

PerformancePoint Scorecards, Dashboards, ProClarity Analytics

Business Impact
  • Provides account executives with 360-degree view of asset distribution & historical performance by client 
  • Enables slice & dice analytics of trading activity over key dimensions 
  • Provides central repository for to monitor organizational KPIs 
  • Further leverages ongoing SharePoint investment by integrating information from custom LOB applications via PerformancePoint

 Print   
Direct Marketing - Campaign Analysis

Industry

Leading distributor of specialty products for labs & healthcare providers

Business Drivers
  • Need better insight into marketing ROI & customer buying behavior
  • Accelerate turn-around on analysis & reporting requests 
Solution

PerformancePoint Dashboards, reports & analytics

Business Impact
  • Enables continuous marketing campaign performance monitoring 
  • Provides flexible slice/dice product performance analysis 
  • Integrates of external list vendor data feeds with customer sales information 
  • Improves marketing analyst productivity
  • Reduces IT reporting requests
  • Enables more proactive approach to customer interactions 

 Print   
Medical Equipment Manufacturer - Consolidated Sales Reporting

Industry

Healthcare  - Lab Equipment Manufacturer

Business Drivers
  • Improve corporate sales information reporting
  • Need to consolidate 12 operating units to create a global view
Solution

SharePoint-based dashboard providing a single version of sales information to field sales, management and corporate finance

Business Impact
  • Provides daily sales vs. target, commissions and order bookings information to field sales
  • Frees financial analysts for more value-added activities
  • Accelerates consolidation cycles for global operating units
  • Consolidates ERP (JDE) and distributor EDI shipment data into a single source for reporting & analysis

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