Rockhop’s solution was to build an import tool that would allow the raw data from SalesForce to be processed and converted into graphs and tables without any manipulation.
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STEM Healthcare reached out to Rockhop with regard to various manual elements involved with their reporting process. Over 30 sets of graphs were being created manually on a weekly and monthly basis, as well as having to export multiple downloads from SalesForce. This all had to be manually adjusted in order to produce operational KPIs, which were heavily relied on within the business development team, as well as for providing commercial performance review packs on a regular basis. This all had a substantial impact on company time and resource, with time being spent on gathering the required data, rather than actual analysis.
Company
For over 15 years, STEM has been helping life science companies optimize their performance by measuring the alignment between their brand strategy and execution at every stage of the product lifecycle.
Industry
Healthcare
Technologies Used
Dataverse Power BI
The Solution
Rockhop’s solution was to build an import tool that would allow the raw data from SalesForce to be processed and converted into graphs and tables without any manipulation. The generated reporting was created in such a way that the results could be easily transferred into other media such as PowerPoint, without the need for reformatting or further manipulation. This was achieved through the production of an in-depth functional specification to allow STEM Healthcare to see that the team at Rockhop fully understood the requirements. This functional specification was as a result of thorough document analysis and reverse engineering of the current workbooks in use.
The Results
The solution enabled the STEM Healthcare management team to step away from heavy data manipulation task’s in favor of spending more times reviewing the results and putting the KPIs to use.
