.png)
Within a key division of a multinational software company, a dedicated team tracks and solves a real-time list of the largest and most systemic issues facing a suite of products.
THE CHALLENGE
Manual reporting processes and disparate data hinder decision-making.
Monthly reports help the team’s leadership make critical decisions about how and when to resource against these fixes, but the reporting itself was bogged down by the creation process and lack of transparency across stakeholders. The team’s leadership came to RedCloud seeking assistance in utilizing a new, best-in-class business intelligence platform to organize, manage, and display key data related to their work.
The client needed help streamlining the overall approach addressing these critical projects as well as improving visibility to stakeholders. The senior managers were spending countless hours at month-end manually pulling and compiling data into spreadsheets, presentation decks, and other summary documents. Sharing and updating these reports became both cumbersome and inefficient, as true evidence-based decisions were limited due to disparate data sets and report types. Ultimately, the company saw high-rate employees spending unsustainable amounts of their time creating reports that were not effective in prioritizing resources.
"The potential for digital business transformation using the Microsoft Power Platform, is truly staggering in its scope and magnitude."
-- Matt Little, Senior Consultant
THE SOLUTION
Transforming data management and reporting with the Power Platform
RedCloud consultants began by unpacking and auditing the client’s existing data-management process. The team was able to identify and pull data from numerous software platforms across the business group, including sales, project management, and engineering. All the varied data points were then housed in a central database, from which a powerful business intelligence software platform could create custom, near real-time data visualizations.
RedCloud worked alongside the client to understand their specific reporting needs and developed a solution that would enable highly-informed, rapid decision making. The team developed a custom Power Platform with real-time, customizable dashboards that provided high-level project status summaries, visual graphs, and a “hover-over” option to provide deeper insights into a project’s status.
"I’ve received great feedback and kudos from internal and external stakeholders about the Power BI reporting. For example, a stakeholder reached out with praise and asked to leverage the template/format to create a modified version to use with his stakeholders."
- Client Representative
THE RESULTS
Improved project visibility
Upon implementation of the new business intelligence platform, RedCloud’s clients can now, with just a few clicks, create customized, real-time reports on projects addressing the division’s large, systemic issues facing the company.
The leadership team no longer relies on the creation of a stagnant, point-in-time report. Each member now has access and transparency to each step of the project to better evaluate resources, barriers to success, and where revenues can ultimately be optimized.