Read Case Study - Panintelligence

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Atrium started business as a designer furniture supplier, delivering high-end furniture into ... Qlikview, in their sear
Time Summary

Project Summary

Supplier Weighted Forecast by Product

AV Margin YTD

Cons

67.5

Exp Product

CASE STUDY

Time

Trav

Open High Priority Cases

Trg

Top 10 Opportunities

Company

Opportunity

Weighted Forecast

Westland Helicopters

Time Mgr Pilot.

445,000

Europlan

100 Licences

146,910

Water

Website

64,755

Mayall

Email

58,709

33 Debtors £K > 120 days

83.2

When teams get together to discuss sales, it’s natural to use the dashboard, it’s visual, it makes sense much quicker. Sean Hickman, Quality Manager, Atrium

Atrium started business as a designer furniture supplier, delivering high-end furniture into commercial spaces. The company experienced very rapid growth, which meant they then made the decision to focus on the faster growing lighting product lines. They targeted specifiers, such as interior designers and architects, as well as selling direct. The business relocated to larger premises in London to allow for further expansion.

CLIENT Atrium

CHALLENGES • Large volumes of data were difficult to report on

SECTOR

• Static reporting was very uniform and not always relevant to users

Designer Lighting Distributor

• Reporting did not cater for different views of the same data

PROBLEM

• Data resided in multiple data systems and was siloed

“We were looking for a dashboard that gave a visual, and therefore much more dynamic, presentation of our data.”

• A holistic view of business performance was missing

As Atrium had grown, the quantity of data being collected had increased significantly. They were not making good use of their data to improve the business and needed a solution to replace manual reporting, identify bottlenecks in business processes and barriers to growth. They wanted to drive the business forward using data to make better informed decisions.

• A more scientific and focused approach to reporting was needed

• They lacked business insights which would improve understanding of their market

SOLUTION

• The dashboard facilitated analysis of the strength of different product areas

Atrium looked at a number of tools, including Qlikview, in their search for a business intelligence provider. They became aware of Panintelligence because Exchequer is their core financial system. Advanced offer analytics over Exchequer using the Panintelligence dashboard. As Panintelligence had previous experience with Atrium’s CRM system, Goldmine, they were a strong proposition. This led to Atrium moving forward with a proof of concept of the dashboard over their sales and finance data.

• Reporting enabled comparative analysis of sales from online and retail dealers

Atrium are a sales led organisation and have always had reporting in the sales and finance area, but the dashboard allowed them to bring together data from across the business that was not previously possible. The ease of use saved significant amounts of time as jobs, which previously took hours, were replaced with instant access to dashboards. Users were keen to engage in data-driven decision-making and team meetings often involved sharing data in dashboards on wall-mounted screens instead of using physical reports. • Data was presented in an easy to interpret, visual format

• Data is now being used to improve customer service processes in support

OUTCOME “We like the dashboard, in fact we love the dashboard, and are going to be pushing forward with it on an ongoing basis” Sean Hickman, Quality Manager, Atrium. Users without any programming knowledge found it easy to use, enabling them to quickly build charts and dashboards. Feedback from users was very positive and they were very happy to use an interactive dashboard to self-serve data and improve decision-making.

Supplier Weighted Forecast by Product

• The dashboard sparked exploration of data

creativity

and

• Users valued the reporting and were keen to enter data directly into Exchequer

67.5

Exp

Time

Trav

• Existing data from different systems was consolidated and rationalised • New charts and graphs were easy to build to meet evolving reporting needs

AV Margin YTD

Cons

Product

BENEFITS

• A gap in reporting for warehousing and support was remedied

Open High Priority Cases

Trg

Top 10 Opportunities

Company

Opportunity

Weighted Forecast

Westland Helicopters

Time Mgr Pilot.

445,000

Europlan

100 Licences

146,910

Water

Website

64,755

Mayall

Email

58,709

33 Debtors £K > 120 days

83.2

• Manual input for forecasting reports was replaced by dynamic dashboards

EXPERIENCE OUR

SOFTWARE FIND OUT MORE 0113 818 7050 [email protected] @panintelligence ee

Try our live and interactive demo environment:

www.try-pi.live