Our enterprise software client was in need of a business intelligence solution and set of analytical processes to provide its users the ability to analyze key data, key trends, and reporting improvements. It needed a set of tools and processes that would facilitate creation of success metrics and KPIs, creation of new data points, and ad hoc reporting and analysis. Our customers engaged Wimmer Solutions to craft a solution to include the following components: a Volume Licensing Dashboard, Global Promotion Performance Measurement service; and ad-hoc volume licensing and reporting.
Case study
Enterprise Software Client: Business Intelligence Portal Development
Company
Industry
Enterprise Software Client
Offering
Business Intelligence Portal Development
Impact
- Enhanced Data Accessibility
- Improved Performance Tracking
- Streamlined Data Management
- Effective Communication
The challenge
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The solution
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Wimmer Solutions assembled a team to prepare data for the VL Dashboard every month, including a team lead who served as a point of contact for all of the customer’s VL Dashboard-related data requests and escalations. We redesigned the data structure and location to make the process easier for end users to find the right set of data, and to make the process easy to maintain/update. The team added additional data/analysis to the dashboard on an ongoing basis based on corporate and field feedback; maintained the Dashboard distribution list; and served as the primary point of contact to coordinate data collection from multiple teams.
Our work in Global Performance Measurement included the creation and design of a worldwide promotion performance scorecard used to measure performance month by month, post-mortem analysis for promotions that ended, working with promotions and finance teams to define success criteria for promotions, and building the data cube for monthly measurement of subsidiaries. Finally, we were responsible for integrating the performance scorecard in the VL Dashboard for monthly communication; and orchestrating work streams between licensing and finance teams.
Our team also provided licensing reporting on an ad-hoc and monthly basis, including the creation and refresh of penetration reports; analytics reports; additional data cubes based on field and executive feedback (including additional VL-related KPI measurements); and pulling together data from a variety of different data sources to provide descriptive statistics on VL related data.
To achieve the above deliverables on schedule and in a quality manner, the Wimmer Team utilized the following technical skills:
- Business Analysis
- IT System Integration
- Business Intelligence and Reporting
- Database design
Wimmer was able to leverage a professional Senior-level team with the above technical skill sets while simultaneously working with client management to provide a flexible and nimble solution that met the unique and changing business objectives on schedule and within quality expectations.
Results
The Wimmer Solutions team worked with the client to identify and document key data necessary to drive their business and meet their business goals:
- Enhanced Data Accessibility: The redesigned data structure and location made it easier for end users to find and utilize the right set of data, improving overall data accessibility.
- Improved Performance Tracking: The creation of a worldwide promotion performance scorecard enabled the client to measure and analyze promotion performance every month, leading to better-informed decision-making.
- Streamlined Data Management: The integration of various data sources and the automation of data collection processes streamlined data management, reducing manual effort and increasing efficiency.
- Effective Communication: The orchestration of work streams between licensing and finance teams and the integration of performance scorecards into the VL Dashboard facilitated effective communication and collaboration among internal groups.
