Fortify Success Through User-Friendly Data Analytics
How SowOps helped create a comprehensive view of a company's past and present to best plan for the future.
Offering an array of performance and mindset coaching options and services, Jason Drees Coaching (JDC) empowers people to get more of what they want out of life. At the heart of the JDC mission is the concept of aligning with greatness to hit any target in less time with more ease. Nourish & Sow was founded to help businesses, new, growing or established, do exactly that.
When JDC needed more clarity on where they’d been, where they are, and where they want to go, both financially and systemically, SowOps strategists and implementation pros stepped in to help put the past, present, and future of JDC in proper perspective. After establishing financial Key Performance Indicators (KPIs) visibility across divisions, creating clear performance metrics, and increasing awareness of marketing success and needs, JDC is more prepared than ever to continue their mission, maintain connection with existing clients, and expand their reach.
Challenges
- Data living in disparate places across multiple platforms
- Lack of clarity on day-to-day financial metrics
- No visibility of customer lifetime value
- Lack of performance tracking for sales and coaching staff
SOLUTIONS
- Define clear KPIs for long term tracking
- Build custom analytics solution combining data from various sources using Zoho Analytics
- Develop analytics systems for accurate understanding of success rates
- Produce analytic module for showcasing unearned revenue
- Create powerful visuals for data display
Results
- Saved upwards of 6 hours of staff time per month with live analytics replacing manual reporting
- Clearly defined KPIs with accurate, easy-to-evaluate reporting
- Data supports the proper allocation of resources
- Greater financial visibility for improving long-term strategy