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Case Study

Optimizing Global Sales: A Comprehensive Data Integration Approach

  • Nextant

The client, a Fortune 10 company, was setting up and growing a global sales and operations organization to provide a better service and valuable business solutions to more than 100,000 nonprofits around the world. The goal was to empower nonprofits to achieve their goals while activating new revenue streams for the company.

One of the many challenges faced by the client in this endeavor was managing data and information to analyze market opportunity, track revenue streams and ensure smooth operations across multiple teams. Given the amount of target accounts and the disperse nature of information in the nonprofit space (i.e., different countries managing nonprofit information in different ways) required building a sophisticated set of data assets and solutions that would enable making data driven decisions that would inform strategy and ongoing operations. Since 2018, Nextant has been a core part of this journey working with the client to build data assets, connecting those data assets to a structured rhythm of business and assisting in multiple business planning processes.


To address the issue at hand, Nextant has implemented a comprehensive approach, beginning with the creation of a data model consolidating different sources (e.g., financial systems, HR systems, account segmentation systems, etc.) and creating mapping systems that enhance the organization's ability to locate and manage nonprofit entities efficiently. This step serves as the foundational cornerstone for the solution.

Nextant's solution involves the development of a suite of Power BI reports tailored to the nonprofit organization's specific needs. These reports are meticulously designed to empower the sales, marketing and finance team with the ability to effortlessly identify revenue sources and recognize opportunities in a timely manner. Each of these reports is custom crafted to meet the unique requirements of different workstreams across the organization, ensuring a holistic and well-targeted solution.


The implementation of this solution included:


1. Data Model Creation: Nextant's accurate and consolidated data model integrates multiple databases connecting multiple business dimensions into a single source of truth. This enables analysis from different perspectives. This data model is maintained up to date by automated processes.


2. Power BI Reports Development: Our team of experts developed a comprehensive suite of Power BI reports that are tailored to the organization's specific requirements. These reports are designed to provide a clear, real-time view of revenue information and opportunities. Each of the reports have strict security protocols to ensure that user see information that is only relevant to their role and geography ensuring data confidentiality across multiple sensitive data points.


3. Connection to rhythm of business: To maximize the utility of these reports, Nextant customizes reports to different meetings and review cadences that happens in the organization. This enables data driven conversations across multiple team venues and helps nurture a data centric and informed decision-making culture. It also ensure that meetings happen in an effective manner and that a shared view of the status of the business is available within and outside of meetings.


4. Training and Support: Nextant provides training and ongoing support to the nonprofit organization's finance team to ensure they are proficient in using the Power BI reports effectively.


5. Continuous Improvement: We work closely with the organization to gather feedback and make continuous improvements to the reports as needed, ensuring that the solution remains aligned with evolving needs and goals.


By following this approach and implementing our solution, Nextant aims to empower the nonprofit organization with the tools and insights necessary to enhance their financial decision-making processes and drive meaningful positive impact..


The non-profit reporting solution has yielded significant benefits for the client's organization:

Improved Data Accessibility: The accurate and consolidated mapping system simplifies data retrieval and enhances the organization's ability to quickly locate and identify nonprofit entities, making data more accessible and manageable.

Enhanced Financial Visibility: The Power BI reports provide the finance team with a real-time and comprehensive view of revenue information. This increased visibility allows for better financial analysis and decision-making.

Timely Revenue Recognition: With the ability to identify revenue sources more easily, the organization can recognize revenue promptly, ensuring that financial opportunities are not missed.

Customized Reports for Workstreams: Customized reports for different workstreams enable each team to access data that is most relevant to their specific functions, streamlining their decision-making processes.

Data-Driven Decision-Making: The availability of accurate and timely financial data empowers the organization to make data-driven decisions, leading to more informed, strategic choices.

Efficiency Gains: The streamlined data management and reporting processes result in improved operational efficiency, reducing the time and effort required to compile and analyze financial information reducing manual data manipulation significantly. This has enabled maintaining a lean organization regardless of the significant business growth experience over the years.

Increased Accountability: The transparency offered by the reports can lead to increased accountability and responsibility among team members, as they have access to the information, they need to effectively manage their areas.

Support for Growth and Impact: By facilitating more efficient financial management and decision-making, the organization is better positioned to grow, expand its impact, and achieve its mission more effectively.|

User Proficiency: Through training and support, the finance team gains proficiency in using the reports, ensuring that the solution is effectively utilized.

Continuous Improvement: Ongoing feedback and improvements ensure that the solution remains aligned with the organization's evolving needs, allowing for long-term success.

In summary, the benefits for the client include improved data access, enhanced financial visibility, efficient operations, and the ability to make data-driven decisions, ultimately enabling the organization to further its mission and achieve its goals effectively.


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