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

BENEFIT

Increased operational efficiency
Improved data quality
Reduction of workload for the BI team
Knowledge sharing with the team

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