PROVIDING CLEAR AND PRECISE INFORMATION AT ANY TIME, ON ANY DEVICE. FOR BOTHMANAGERS AND SALES REPRESENTATIVES
A Cloud Azure application that introduces Sales Business Intelligence on sales by feeding on different business systems
Extracting Sales Business Intelligence from the systems’ raw data.
Displaying Sales Business Intelligence, anytime, anywhere, on any device
Profiter de la richesse de l’information autrement difficile d’accès en composant avec un environnement très sécurisé et fermé
The mandate was to develop an application that could display different Sales data according to different user roles, and with access anytime, anywhere, for both Sales Representatives and the Management body.
The “commercial” department of a large Canadian Bank needed… well, just what most Banks need. They wanted to measure on a weekly basis the Performance of Sales representatives; per territory, per product and per department.
One must understand that in the field of Banks and Finance, ROI is part of the Business culture, it’s in the jargon. Performances are calculated, collected, compared, analyzed and predicted.
Worth knowing, data generally exists already, the challenge is more in gathering it from where it is, often disseminated across many heteroclite systems, isolated in silos (the culture of private ground is still very strong among many large sector of activities, including Banks and Finance).
Make the data talk, by putting into light its intelligence in the form of comparative analysis, performance schematics, ratios, sums, volumes, etc.; and that’s where the expertise and the experience of a solid application developer can make the whole difference in the world (some say, turning data into metrics is an art).
Nevertheless, one must know that although metrics are already available in many field of activities, they come at a price, which is very often the main obstacle to render competitive Business Intelligence available to Managers.
N.B. In fact, this is where the assessment exercise (often hard to estimate exactly) of the application ROI comes into play; is it worth it? Will this application become an important competitive advantage justifying the investment?
Our long-time experience in the field of Banks and Finance served us well in this mandate where the main challenge consisted in granting accessibility without compromising security.
In this particular case, the recommended solution was to limit sensitive accesses to Administrators’ roles and to allow on-request ephemeral accessibility to other users, made possible by the very nature of Cloud Azure Services.