Challenge
How to improve decision-making through analysis and visualisation of customer data?
Approach
1 —
Methodology scoping to define relevant KPIs and perimeter of analysis.
2 —
Functional specification of dashboard for easy access to key analyses by client-side users.
3 —
Dashboard setup in the data visualisation platform, Power BI.
Results
1 —
Improved client knowledge, shared on a global level.
2 —
Increased measurement and analysis capacity by the CRM team leading to a credibility gain.
3 —
Shedding light on strategic stakes for the brand through the data prism.
4 —
Dashboards are now essential in managing marketing activities.
Expertise
Feedback from Margaux, ClaraVista consultant on the project
— What did you most enjoy during this mission?
Identifying the most relevant data among their large amount for our client and the brand’s other entities was quite a challenge… The Marketing direction now uses these data to make strategic decisions
— What do you think of the Power BI platform that was deployed?
It was my first mission building dashboards using a data viz tool, and Power BI is actually quite simple to use and quite powerful. Democratising data access to facilitate contextual analysis is a high stakes endeavour in a context where all users aren’t necessarily familiar with the KPIs used in this kind of tool.
— What was the biggest challenge on this mission?
Interweaving analyses in the tool was quite a challenge as each perimeter change could impact related dashboards elsewhere. We had to stay vigilant when setting up KPIs calculations to avoid breaking previous ones.
