Earlier career
A business development team that got one trusted view of its pipeline
One clean pipeline, one set of project codes, weekly reports without manual work.
Led by Amir Nair before he founded Amanstra. This was not an Amanstra engagement.
The situation
A leading business development solutions provider had inconsistent data. Account managers had not fully adopted its CRM, and data came in through several channels. The weekly management report went out through SharePoint, so changes were hard to trace. Finance reconciliation was slow, and project-code errors led to mismatched cost or revenue.
What we did
- Cleaned the data and moved it into a new SQL database.
- Built a web portal to view and edit past entries.
- Kept the CRM and management database in sync for deals and pipeline.
- Automated project-code generation, with notifications.
- Set up billing alerts for finance.
- Automated a weekly forecast-versus-actual report and operations reports.
The result
- Data is consistent and more accurate.
- Reports reach people on time, without manual work.
- Leaders decide on better numbers.
More on this theme: Insights, or what we do.
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