A professional services business operating across multiple sectors needed a smarter way to manage billing data. Their monthly billing reports were stuck in a manual loop, split between their ERP and financial platforms.

A global marketing and production agency delivering large-scale activations for leading consumer brands. With a distributed team and complex deal workflows, they needed better visibility and control across core systems.

Following the success of the initial rollout, the organisation is planning to embed Power BI further into its reporting processes. Department-level champions have been appointed to provide ongoing coaching and support. Pentify Insights continues to provide advisory support to scale usage, optimise dashboards and ensure analytics best practices are applied across the enterprise.

The organisation is now focused on embedding our recommendations, with immediate priorities including automation of reporting processes, further uplift of data literacy, and the roll-out of their SSOT framework. These next steps will enable deeper analytics capability and support a shift towards proactive, data-led decision-making.

Not only did our reporting solution provide a clear and consistent view of gross profit, a view that was previously unachievable, we also discovered several key insights that management were not aware of. As an example, our data discovery showed that for one particular product category, they were charging their clients a labour cost that was 28% less than the actual labour cost, a change that since implementation has seen gross profit for that category grow by over 16%, and overall business gross profit grow by over 5%. In addition to this, the sales team are now able to drill-down on their customers and determine specific pricing strategies to optimise business performance, and track their analytics more efficiently, delivering efficiency gains. 

Our client is now reviewing and critiquing the rest of their reporting functionalist to identify where automation can be leveraged to save team members and managements capacity. 

This led to further interrogation of their sales data. Leveraging their existing sales funnel, the company discovered that repeat-purchase customers are more than 12x more likely to make a 3rd purchase than what single-purchase customers are to make a second purchase. This informed their offer strategy, and they shifted budget towards single-purchase customers, and saw a 4x increase in repeat purchases YoY. 

The creation of the data pipeline combined with the process mapping capability enabled the business to track key metrics in their processes on a weekly basis, which supported the continuous improvement activities. The success of this data pipeline creation paved the way for Operations Excellence to leverage this approach for other processes.

The development of the client-value tool could be expanded to include greater functionality whilst remaining intuitive and easy-to-use. Longer-term, Pentify Insights plans to continue our partnership with our client and their network of advisors, focusing on creating value through effective strategies and deployment of data and analytic capabilities.

Building upon the review and recommendations, our partner embarked on the execution phase. Teams collaborated to implement changes incrementally, ensuring minimal disruption to ongoing operations. Communication and change management played crucial roles in facilitating a smooth transition. Regular progress assessments and course corrections were integral to achieving the desired future state

Our client is now reviewing and critiquing the rest of their reporting functionalist to identify where automation can be leveraged to save team members and managements capacity. 

We are working with the leadership team to ensure they have the right data at their disposal to make the right decisions pertaining to stadium development and ongoing management. This includes continued optimisation of the data pipeline for internal and external data. In addition to this, we are also rolling-out data literacy workshops to new team members, to ensure a data-driven culture is fostered as our partner grows.

Our partner is an Australian business specialising in innovative novated leasing solutions, tailored to meet the diverse needs of both individuals and companies. With a strong focus on customer service, they aim to simplify the leasing process by providing flexible and affordable financing options, ensuring clients can access the equipment and vehicles they require without the financial strain.