Shift from Excel to Power BI Optimizes Strategic Assets through Real-time Customer Insights, Driving 7% Sales Conversion

Chemicals

Shift from Excel to Power BI Optimizes Strategic Assets through Real-time Customer Insights, Driving 7% Sales Conversion

INDUSTRY

Chemicals

INDUSTRY

Retail

INDUSTRY

Retail

Key Outcomes

60% Improved Efficiency

The intuitive dashboard consolidated data from multiple sources, accelerated processing and improved decision-making

7% Higher Conversion Rate

Real-time sales data to identify high-potential leads boosted engagement and increased conversion rates

3 New High Potential Segments Identified

Consolidated data view quickly revealed market opportunities and identified gaps, trends, and new high-potential segments

Strategic Growth Foundation

Insights from global key accounts formed the basis for a strategy to enhance market presence and drive sustainable growth.

Overview

A $40 billion global chemical company, specializing in plastics and refining, struggled to manage and analyze sales data for key global accounts with Excel-based reporting. The fragmented approach limited their ability to identify growth opportunities and market trends, hindering efforts to strengthen customer relationships and drive revenue growth.

The client is a $40 billion global chemical company specializing in plastics and refining. As a leader in the chemical industry, the company manages a vast portfolio of global accounts and operates across diverse markets.

Aligned Automation designed and developed a comprehensive solution that consolidated customer information and integrated data from multiple sources for comprehensive analytics. The solution involved:

Strategic Account Visibility: Designed and implemented an intuitive dashboard across strategic assets through a consolidated Customer 360° view.
Comprehensive Analytics: Integrated data from multiple sources for detailed insights on sales quantities, margins, and regional performance.
Dynamic Tracking: Enabled robust tracking of sales quantities and margins across divisions and regions for strategic analysis.
Real-Time Updates: Ensured real-time data updates for accurate reporting and effective decision-making.

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