Chemicals

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

10+
Years of delivery excellence
10+
Years of delivery excellence
10+
Years of delivery excellence
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.

CHALLENGE

A leading chemical company lacked a unified view of its global customer accounts, limiting its ability to drive revenue growth and manage strategic relationships effectively.

Customer data was fragmented across multiple systems, with teams manually consolidating information from over 15 sources. This led to inconsistent insights, frequent reporting errors, and delayed decision-making. Limited visibility into performance across regions and segments further restricted the organization’s ability to identify growth opportunities.

  • Fragmented System: Manually tracking data from 15 sources led to inconsistent insights and missed opportunities.
  • Manual Processes: Heavy reliance on Excel spreadsheets, leading to an increased risk of errors, with 15-20% of reports requiring rework due to data inaccuracies causing delays.
  • Limited Visibility: Insufficient insights into sales performance across regions and customer segments.

SOLTUIONS

Aligned Automation developed a comprehensive Customer 360° solution to centralize account data and provide real-time, actionable insights across the organization.

By integrating multiple data sources into a unified platform, the solution enabled a complete view of customer performance, including sales, margins, and regional trends. Interactive dashboards and real-time updates ensured that teams could monitor and act on insights with speed and confidence.

Key capabilities included:

  • 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.

What Changed

Customer management evolved from fragmented and reactive to unified and insight-driven.

The organization gained full visibility into its strategic accounts, reduced reporting errors, and enabled faster, more informed decisions, unlocking new opportunities for revenue growth and stronger customer relationships.

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Linzy Sherin
Linzy Sherin
Founder Aligned Automation
10+
Years of delivery excellence
10+
Years of delivery excellence
10+
Years of delivery excellence

Capabilities

Power BI Reporting

Data Integration (SAP)

Microsoft Azure SQL Server

Real-time Analytics

Intuitive Dashboard

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Key Outcomes

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