On Demand Account Health Information:

A Case Study in Sharepoint 2010 Business Intelligence

Our customer is one of the world’s leading logistics companies. They provide supply chain solutions, and specialize in global integrated solutions. Currently they are ramping up relationships with their top customers, and want to provide key decision makers with at a glance insight into business processes.

The Problem

For years our client has been using a disparate collection of Excel spreadsheets and/or PowerPoint presentations to communicate with senior management about the status of top accounts. Detailed insights into changes at companies that make up over 50% of the yearly revenue were a high priority, but were maintained separately by each account manager. This decentralization led to a lack of situational awareness for senior management, and caused time frustrations on both sides of the conversation. Account managers were spending inordinate amounts of time preparing presentations, and even with all of that effort, senior management was being bombarded with reports that not only looked completely different, but contained completely different information per account.

The Solution

Entrance Software created a customized implementation of SharePoint 2010 that provides a real-time dashboard and a set of standardized yet custom reports. These tools empower both account managers and senior management by keeping their finger on the pulse of key accounts. By automatically accessing both external and internal databases, SharePoint 2010 provides on-demand account health information. Not only does this provide insight on the fly, it also leaves everyone with more time and motivation to translate the information now at hand into well-informed and profitable decisions.

Great People = Great Software

Entrance Software offers our clients a tailored high-value alternative to in-house resources and off the shelf products. Entrance’s professional software engineers unleash the power of the SharePoint
platform by understanding client business processes while utilizing proven best practices for developing, configuring, deploying and maintaining SharePoint solutions. We offer both the flexibility and customization of in-house development and the scalability, robustness and support of a well-made product.

SharePoint Dashboard and Report

 

 

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Technologies

SharePoint 2010

Dashboard At-a-glance

Custom Reports

 

 

Benefits

• Higher Awareness
• Centralization
• Standardization
• Faster reporting
• Objective reporting

Values

Decision Making
Business Insights
Microsoft Gold Certified Partner
Fast Tech 50
Better Business Bureau A+