LET'S WORK

Comprehensive BI Reporting Solution for Effective Business Management

Transforming Financial and Operational Insights for Strategic Decision-Making

We developed a robust BI reporting system that provides in-depth analysis of financial performance, business processes, and client management, empowering the company to enhance overall business efficiency.

  • Agroindustry
  • Enterprice analytics
  • loan brokerage

About client

Countryside Finance is a leading financial institution that specializes in providing credit solutions and financial advice to the agricultural sector. With a personalized approach and a deep understanding of the agricultural business, the company helps farmers and agribusinesses to develop their operations efficiently.

Industry Loan brokerage
Location The United Kingdom
Year 2024

Provided services

  • Power BI Report Development
  • Business Process Analysis
  • Client Management Dashboard
  • Market Dynamics Analysis
  • Strategic Financial Planning

  • The Challenge

    The company did not have high-quality reporting, which made it difficult to analyze the business and make informed strategic decisions. The goal of the project was to create an effective BI report that would help improve business management, analyze financial performance and business processes, and create tools for easy customer management.


  • Solutions

    1 Analytics of current business finances

    At this stage, we conducted a detailed analysis of the company's current financial performance. We developed a dashboard that reflects the movement of the business from year to year and the impact of various factors, such as the dynamics of customers, revenues, and expenses. This allowed us to better understand the company's financial health and identify key trends.

    2 Business process analysis

    We delved deeper into the analysis of the company's business processes, breaking down the structure of customers, partners, and intermediaries. We determined how much each of them affects the business, which helped us identify the key factors affecting the company's performance. It also helped to identify the strengths and weaknesses of current business processes.

    3 Client management

    For ease of viewing and management, we created a table that shows when the term of work with clients and contracts expires. This tool serves as a control system for customer re-signing, which helps to avoid customer losses.

    4 Summarizing the results

    We summarized the entire business in Business Balance, covering all structures: transactions, suppliers, partners, and finance. This ensured a complete understanding of the current state of the business and its financial performance, which allowed us to create a basis for making informed strategic decisions.

  • Results

    Our work resulted in a high-quality business management tool. The company now has the ability to conduct in-depth analysis of financial and operational indicators, make informed decisions, and improve the efficiency of business processes. The implemented BI report helps the company to better understand its strengths and weaknesses, which creates opportunities for further growth and strengthening of its market position.

  • CONTACTS

Start growing with Aimest

    The AIM team did an excellent job of implementing lead generation and business process automation tools.

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    Alexey Zagrebelny

    SDR teamlead

    We needed to do a full implementation. Your team did a great job.

    author_m

    Alexander Georgiev

    head of sales

    We entrusted very sensitive company data to be transferred, supplemented and implemented into the HubSpot system. The AIM team brilliantly completed the task.

    author_m

    Elijah Goins

    CMO