PURPOSE

The Customer Relations Management (CRM) BI and ICT team analyses a broad variety of data. This data has to be collected, organised and processed constantly. Our team has been working to facilitate and optimise the data flow, increase productivity and improve business insights.

APPROACH

After conferring with the stakeholders and analysing the data flow, our team has been working on:

• Re-evaluation and aggregation of data sources
• Education of junior data process analyst
• Salesforce reporting and automation of monthly analysis dashboards
• Automation of manual data processing by flexible, dynamic algorithms
• Preparation and validation of Salesforce data loads

OUTCOME

• Reliable validation of the data
• Significant time-savings by automation of data flow
• Creation of risk profile to optimise communication streams