SCIENCE
During the consolidation of data and its transfer in .csv format to the CRM, there were errors, and data sometimes got overwritten or leaked.
Customer's Field of Operation: the company specializes in the development and production of in vitro human tissue models. It engages in innovations and technology development that help accelerate scientific research, reduce testing costs, and eliminate the need for chemical testing on animals.
Reasons for Change: Our client operates in international markets and regularly reports results to the headquarters abroad. The company uses Salesforce as its CRM system and KROSS as its accounting system. During the consolidation of data and its transfer in .csv format to the CRM, there were errors, and data sometimes got overwritten or leaked. Searching for these errors subsequently took a lot of time, and often, the discovered errors had to be manually corrected, leading to further potential discrepancies.
Solution Proposal and Implementation: The company approached us to assist with data linking and transfer to prevent errors, losses, or data duplication. We found a solution by implementing the TABLEAU platform. With the use of Tableau Prep, we successfully connected the two systems—Salesforce and Kross. We created a unified data model from them for quality reporting and sales analytics. Through DATA MANAGEMENT, the data are automatically pulled directly from the accounting system. This created a single and accurate source of data for the customer, which is now used for reporting. Data transfer now occurs automatically on a daily basis. After the implementation and creation of the necessary analytics and automation, we elevated the customer skillset through workshops, and today, the customer can independently create reports.
Current Use and Practical Application of Our Solution: With this implementation, the company has gained high-quality, clear, and detailed reporting. They have noticed a significant time savings in identifying discrepancies and can now quickly create reports. Additionally, they benefit from regular sales analysis and simpler forecasting. Following this positive experience, the company decided to continue its digitization efforts, and we will be implementing TABLEAU for managing inventory stocks as well.