Advanced Analytics: Measuring and Managing Program Effectiveness

RedCloud partnered with a multinational technology company to modernize its sales support program by simultaneously managing the program and measuring its effectiveness. Using the Microsoft Power Platform, RedCloud streamlined reporting, automated data capture, and provided real-time analytics to improve program management, enhance ROI, and optimize resource allocation.

Client Situation

The client had created a global sales support program to address local country challenges for dispersed accounts. However, leadership realized that managing the program while measuring its effectiveness was difficult:

• Reporting processes were manual and time-consuming, relying on bulk data downloads.

• Metrics were difficult to track, which prevented visibility into program performance and ROI.

• Inefficient reporting threatened the ongoing funding of the program and limited management’s ability to make informed decisions.

RedCloud was engaged to design a scalable, automated solution to track program effectiveness, thereby freeing up the sales team to focus on customer engagement.

Our Approach

RedCloud applied a structured, technology-driven approach:

1. Assessment & Data Audit: Evaluated the client’s sales data capture, warehouses, queries, and reporting processes to identify inefficiencies.

2. Database Optimization: Renormalized the sales database to automate the capture of over 20 critical sales data points and eliminate redundant manual processes.

3. Automation of Processes: Developed automated routines to manage and track sales activities, reducing manual effort and errors.

4. Real-Time Reporting & Analytics: Built dynamic queries and dashboards via the Power Platform, enabling management to view program effectiveness by region, product, personnel, or other criteria.

5. Scalability & Flexibility: Designed the system to accommodate additional reporting requirements and provide secure, geo-specific access.

   
   

Impact

RedCloud’s solutions produced measurable improvements:

• Enhanced Program Visibility: Managers gained access to real-time reports, improving decision-making and enabling timely interventions.

• Time & Resource Efficiency: Automation freed sales teams from manual reporting tasks, allowing them to focus on customer engagement and sales opportunities.

• Improved Data Accuracy & Scalability: Renormalized databases and automated workflows reduced errors and enabled a more scalable reporting system.

• ROI Demonstration: With improved analytics and reporting, the program was projected to achieve a 50x return on investment.

• Sustainable Process Improvements: Flexible reporting and automated dashboards ensure long-term program effectiveness, transparency, and adaptability.

By combining strategic program management with technology-enabled analytics, RedCloud helped the client optimize program performance while providing tangible evidence of value.

RedCloud’s partnership transformed the client’s sales support program into a highly measurable, efficient, and scalable solution. Leadership now has the insights and tools to track effectiveness, make informed decisions, and maximize ROI.