Overview

Oakwood’s client was experiencing significant pain around sales reporting. Most of the reporting was being done in Excel and was very manual and inefficient. There was a lack of actionable insights and the reports were always behind.

Business Challenge

Executive and operational need for more robust, up-to-date, timely and actionable decision based reporting, for sales, opportunity reporting, sales metrics and closed to quota reporting. Reporting against a complex, on premises JD Edwards environment that had been highly customized.

Solution

The Oakwood Data and Analytics team delivered value to this important strategic client in a variety of ways:

• Conducted strategic stakeholder discussions and analysis to understand strategic and tactical BI objectives to develop deeper understanding of client current state.
• Conducted interviews and whiteboarding sessions, as well as envisioning exercises to develop a future state architectural design and strategic roadmap for a future state modern BI and analytics environment.
• Designed, created and published various reports around their sales processes, opportunity tracking, closed win ratios etc.
• Configured a Microsoft Power BI reporting environment to support multiple users.

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