- Healthcare & Life Sciences
Driving ROI and data-driven decisions with self-service reporting for regenerative medicine
Overview
Leveraging new CRM/ERP data for actionable insights
A regenerative medicine company specializing in placental-derived products was in the process of a technology transition. The company implemented Dynamics 365 Business Central as its new CRM and ERP platform to track sales and accounts receivable.
Their new platform unlocked troves of new data that opened a new future for their business, one that is rooted in analytical insights and data-driven decision-making. But, in order to get a valuable ROI for their system upgrade, they needed a self-service reporting platform to take advantage of their newfound data assets.
Our Solution
Building a Power BI reporting suite for self-service access
OneSix developed a suite of reporting tools within Power BI to equip the company with the data it needed to improve its bottom line.
- Sales: A collection of sales-related data visualizations provides insight into performance at a salesperson, region, product, and customer level.
- Finance: Accounts receivable could now be tracked at an enterprise level, quickly pointing out customers with high levels of aging invoices.
Self-service data enablement was built in, enabling access to clean, curated datasets and reporting insights to all team members, from any device. Row-level security settings open the door to insights beyond the C-Suite, allowing individual salespeople to securely log in and see their own revenue growth, identify cross-sell opportunities at a product level, or profile important customers.
Technologies Implemented
- Dynamics 365 Business Central CRM/ERP platform brought new data streams previously unavailable to C-suite leadership and front-line sales teams.
- Azure Active Directory was utilized as a direct channel for granting access and establishing secure, row-level data security settings.
- Power BI reports enable insights into key revenue growth strategies and streamlines operations.
Results
Empowering data-driven decision-making across teams
With this highly interactive, foundational reporting structure, the client is now primed to create a culture of data-driven decision-making.
The sales team can see their performance and drill down into a variety of different data points to help set strategy. The accounting team has a one-stop shop for both tracking their accounts receivable at a high level and accessing line item-level datasets that can be integrated into existing workflows without disrupting operations.
The new reporting structure will allow the company to yield immediate ROI on their system upgrade by having reporting live immediately as they transition to their new CRM/ERP system.
Ready to unlock the full potential of data and AI?
Book a free consultation to learn how OneSix can help drive meaningful business outcomes.
