Client Stories

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Professional Services Company Improves Service to Existing Clients While Attracting New Clients with Powerful Industry Data

Business Situation

A professional services company with several clients in a single industry wanted to expand their knowledge and expertise of the industry to better advise their existing clients and attract new ones. They had tried for several years to develop a complicated spreadsheet that consolidated all their client information, but complicated formulas made it fragile and prone to errors. A working solution evaded them for years.

Solution

We introduced the company to 425 Transmitter. 425 Transmitter is an Excel add-in used to collect client information Fast, simply and securely and in a consistent format. Client data is validated in Excel before submitting the results directly to a Microsoft Azure data warehouse where it is aggregated and available for analysis using Power BI and Excel.

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Results

The professional services company is now able to collect, aggregate, analyze, and build impactful dashboards using Microsoft’s Power BI. These dashboards give the firm and their clients Insights into their results and it allows them to compare their operations with aggregated peer data. The firm can Confidently advise their clients regarding specific actions to take to improve results based on objective data.

Also, the firm now uses aggregate data to prove industry credibility to potential new clients which is expected to drive Profits over time.

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