B2B service provider in Kapellen — from monthly Excel reports to real-time dashboards.
A B2B service provider with multiple client accounts lacked central insight into their own performance. Reports were manually compiled from three separate systems. Every month a full working day lost. After the integration: real-time KPI dashboards per account, automatic alerts on deviations, and fully automated monthly reporting.
Real-time Dashboards and Reporting for a B2B Service Provider
A B2B service provider with multiple client accounts had no central overview of performance per account. Reports were manually compiled monthly from Excel files and emails — a process that cost the person responsible a full working day every month.
Problem
Management lacked real-time insight into KPIs per client account. Decisions were made on outdated data. Account managers couldn't proactively inform clients about deviations or opportunities — they didn't have the data themselves.
Analysis
We mapped all data sources: a CRM, a project management tool and an invoicing platform. The data existed but was scattered and never combined. Together with the client we defined the critical KPIs per account and the desired update frequency.
Solution
We built a data pipeline that collects data from all three sources, normalises it and loads it into a central data store. From this, real-time dashboards were built: one overview dashboard for management and detailed account dashboards for account managers. Automatic alerts on deviations.
Result
Management now has real-time insight into all KPIs. Monthly reports are fully automated. What used to take a working day is now generated and sent automatically. Account managers respond proactively to client data instead of reactively to complaints.
Real-time
Insight
KPIs per account are always visible and up to date. No more delay between data and decision.
Reporting
Fully Automated
Monthly reports are automatically generated and sent. The person responsible now spends that day on client conversations instead of Excel.
Proactive Account Management
Account managers see deviations and opportunities as soon as they occur — not at the end of the month. Client relationships improve through faster, data-backed communication.
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