Partner increases productivity and revenue for staffing industry with Power BI solution

Similar documents
Specialist staffing software. Achieving Recruitment Best Practice

AnyTime Online Timesheet System

BI Analytics for Dynamics CRM Helps High Concrete Deliver Timely, Accurate Reporting and Analysis Strategy Companion

Smart Application Development using BPM Suite

Model-driven Business Intelligence Building Multi-dimensional Business and Financial Models from Raw Data

Transacting Partner in Microsoft Sales System. Fast Track / Onboarding Center Registered Deployment. Partner

Cloud Platform Competency Performance Qualification Process

WHITE PAPER. CRM Evolved. Introducing the Era of Intelligent Engagement

Idea Lab. The Biggest Decision of Your (Operations) Life How to Purchase the Right Software for Your Firm

Strategic Solutions that Make Your Work Easier. Projects Made Easier Decisions Made Easier Business Made Easier

WHITE PAPER BUSINESS. INTELLIGENCE for SMBs in Part 2: BI Technology Advances for Small and Midsized Business

Turn Your Business Vision into Reality with Microsoft Dynamics GP

A TECHNICAL WHITE PAPER ATTUNITY VISIBILITY

MITS Distributor Analytics

Turn Your Business Vision into Reality with Microsoft Dynamics GP

Don t simply manage work in your Professional Services business. Manage dollars and profits.

Sales Reporting and Analytics. Scott Miller May 19, 2015

Focus Experts Briefing: Five Ways Modern ERP Solutions Increase Business Agility

With business intelligence, we create a learning organization that adapts quickly to market changes and stays one step ahead of the competition.

Services Resource Planning

Deltek First Vision Essentials CRM

Second CRM CRM Solution for Small Companies

Elon University Student Employee Web Time Entry Instructions

The Definitive Guide to Shift Scheduling. From best practices to inside tips, explore how to become a shift scheduling expert

Cobweb Cloud Reseller in a Box. Channel program overview

MAXIMIZE SALES PRODUCTIVITY

Business Intelligence and intuitive reporting in one comprehensive solution

Self-Service Business Intelligence: The hunt for real insights in hidden knowledge Whitepaper

JENZABAR EX. Exceptional insights. Extraordinary results. JENZABAR EX

Sage CRM Focused Sales Management

Chapter 4 Getting Started with Business Intelligence

Microsoft Dynamics NAV

Effective use of PSA Software in Consulting Organizations

ENTERPRISE REPORTING AND ANALYTICS FOUNDATION. A Complete Business Intelligence Solution

A full business solution that streamlines the property and financial management aspects of the

Microsoft 311 Service Center accelerator Demo Script

THE TOP 5 RECRUITMENT KPIs

idocuments Solutions Overview Enterprise financial management & workforce solutions June 2015

10 Ways. Autotask Automates Your IT Business. Reduce Costs, Win More Business And Manage Growth More Effectively

Dashboard Reporting Business Intelligence

OVERVIEW AVISO INSIGHTS

Business Intelligence Cloud Service Deliver Agile Analytics

Business ByDesign. The SAP Business ByDesign solution helps you optimize project management

Contents. Partner Program - Membership and Outline Requirements. 1. ConverterTechnology Overview The ConverterTechnology Partner Program...

Agenda. Copyright Acuity Business Solutions, LLC All Rights Reserved

Manufacturing Industry KPIs that Matter

Student Lifecycle Journey

MIS 2101 Project 1 Business Applications

Microsoft Office Accounting Professional 2008

NetSuite: The Key to Performance and Profitability for Solution Providers

Deltek Vision Consulting Edition

QAD Business Intelligence Data Warehouse Demonstration Guide. May 2015 BI 3.11

Discover the Power of Automating Your Budget: A Purpose-Built Approach to Business Performance Management

Dramatically increase sales productivity Sales analytics and mobile enablement solutions.

Powered by Cobweb. CSP Enablement. Vuzion Partner programme overview

The 2-Tier Business Intelligence Imperative

TOP 10. Features Small and Medium Businesses

Welcome to today s training on how to Effectively Sell SAP ERP! In this training, you will learn how SAP ERP addresses market trends and

Grow your business with an integrated rental and financial system from Microsoft Dynamics

Salesforce Automation

CRM 360 is a web-based and Customer Relationship Management (CRM) system.

Sage 100 ERP I White Paper. Sage 100 ERP Intelligence Reporting: Straight Talk About Replacing FRx

A Whitepaper for Corporate Decision-Makers How Collaborative Analytics Can Give Your Organization a Competitive Advantage

CHEMICAL REACTIONS: Unleashing Your Most Valuable Asset

Avanade Point of View. Getting it right with a project and portfolio management solution

A MARKETER'S GUIDE TO REPORTS THAT MATTER

a Host Analytics and Cervello primer

Analance Data Integration Technical Whitepaper

NetSuite CRM+ Powerful CRM That Drives The Complete Customer Lifecycle. Why NetSuite CRM+? NETSUITE BENEFITS. Data Sheet

Sales Force Automation

Turn Your Business Vision into Reality with Microsoft Dynamics GP

IBM Global Business Services Microsoft Dynamics CRM solutions from IBM

High-Tech Manufacturer Boosts Productivity by 20 Percent, Achieves ROI in Six Months

Armanino McKenna LLP Welcomes You To Today s Webinar: Unify Your Sales and Finance Teams to Increase Productivity and Increase Customer Satisfaction

Spending too much time managing your company s stock options?

Application for the 2005 Larry L. Sautter Award For Innovation in Information Technology

Abila MIP Fund Accounting

The cloud that s built for your business.

Taking Control of Spend Data Management and Analytics Without Bothering IT

Increase Revenues with Channel Sales Management

Company Profile. Dhyey Consulting Services Pvt. Ltd. Directors. Solutions. Partners. June 18 th Nilesh Mandani Nilesh Panchal Sahil Amin

Focused sales management

Improving Business Insight

Tenrox Case Study. Pariveda Solutions Julie Ellison & Scott Booth

Project management and field service management with Microsoft Dynamics GP

Extending the Value of Salesforce with Quote-to-Cash Apps

PIVOTAL CONNECTOR FOR MARKETO. Copyright 2015 Tokara Solutions. All Rights Reserved.

Grow Sales Faster with Sales Cloud. Richard Doyle Senior Alliances Manger

Dynamics of Microsoft Dynamics CRM Ways to Leverage PSA for increased Leverages

How To Improve Efficiency With Business Intelligence

Advisory Series. CRM from Start to Finish. Guidebook 1: Why do I need CRM?

Solution Brief. Intacct for Faith-based Organizations. Focus on Your Mission, Not on Running Software

Oracle Fusion Project Portfolio Management CLOUD SERVICE. The New Standard for Project Portfolio Management

Overview of the features that provide the highest return on your investment in Tour de Force

Intelligent Process Management & Process Visualization. TAProViz 2014 workshop. Presenter: Dafna Levy

A business intelligence agenda for midsize organizations: Six strategies for success

An Evaluation of No-Cost Business Intelligence Tools. Claire Walsh

PeopleSoft HCM 9.2. Interaction Hub. by Information. Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Transcription:

Headquarters: Norway Industry: Staffing and Claim Handling Solution technologies: Power BI Office 365 Intune Azure Active Directory Dynamics CRM 1998 Partner increases productivity and revenue for staffing industry with Power BI solution CRM Norge is dedicated to providing detailed reporting and analysis software to their customers. Historically, customers with large datasets have had difficulty organizing and analyzing their data, and had just a few people designated to perform these tasks. With Power BI, CRM Norge is now able to offer a solution that enables customers to analyze mission critical data on their own, improving efficiency and profitability. With Power BI, we have had a more complete product to demonstrate, shortening the sales cycle and providing added value to customers. - Stig Karlson, Solution Architect at CRM Norge Situation Partner challenges A Microsoft Gold competency partner, CRM Norge has been providing Norwegian companies with Microsoft Dynamics and Office 365 solutions since 2011. They are also a Tier 1 partner in the Microsoft Cloud Solution Provider (CSP) program, building managed services around Microsoft technologies. Prior to using Power BI, creating Business Intelligence (BI) dashboards for their customers was a laborintensive and costly task, which included error-prone manual exporting and hard-coded programming. They wanted to find a way to help their customers in the staffing and insurance industries get a clearer picture of their business metrics. Staffing industry gaps In the staffing industry, it is imperative to accurately track the hours contract employees work to increase accuracy of revenue from staffing placement. One of CRM Norge s customers, Amesto Top

2016 Temp AS, is one of the largest temporary staffing agencies in Norway. They have been using CRM Norge s Staffing and Recruitment Solution, a managed application built on top of Microsoft Dynamics CRM, successfully for years. Since Amesto Top Temp thrives from the commission they receive from placing temporary workers, they needed a better way to visualize this data to make better business decisions. Thee Chief Financial Officer would update a series of Excel spreadsheets once a month, but since most of the datasets were so large, it was difficult and time consuming to keep track of them. Updating reports so infrequently made it challenging for Amesto Top Temp to tell whether they were hitting their revenue goals, and often they would mistakenly target industries with lower margins and miss out on revenue opportunities. Claim handling industry gaps Another one of CRM Norge s customers is an insurance claim handling company comprised of approximately 50 agents. In order to maximize efficiency, they need visibility into how much time each claim handler takes on each case, what stage of processing he or she is involved in, and where the case usually gets blocked. This would show the agents where they are spending more time in comparison to other agents, and be able to easily explain why a closed case was declined or accepted. The agents have around 200-300 cases at a time, some running from months even to years. The agents supervisors have no way of keeping track of each agent s performance, and have to involve IT every time they need certain information. Breakthrough solution As part of Microsoft s CSP program, CRM Norge packaged Power BI into their Microsoft Dynamics CRM Staffing and Recruitment Solution, completely transforming their offering. They have also added Office 365, Azure Active Directory, and Microsoft Intune into the solution. Now, Amesto Top Temp can use Power BI to extract timesheet data from the staffing solution in Dynamics CRM and analyze the revenue, track sick leave, and more. The solution is also able to assign and accept temporary workers, collect their timesheets, invoice, and distribute the salaries. The staffing agency is able to easily conduct their own analyses and recourse with the click of a button, they are able to conduct their own analysis to determine whether their revenue is on target and where the deficits, if any, originate.

Company profile: Founded in 2001, CRM Norge provides solutions for the staffing and recruitment industries in Norway with integrated solutions for cv-base missions, customers, time tracking, billing, and payroll. Key results: Modern and flexible customer solutions Higher profitability through informed decision-making Increased employee efficiency and productivity with routine task automation Connect with CRM Norge: http://www.crmnorge.no/ This demo screenshot includes hypothetical data for illustration purposes CRM Norge is also in the process of integrating Power BI into the insurance claim handling business practices. Starting in June 2016, each agent will be able to create reports themselves, enabling them to better manage their open tasks and due dates, compare their progress against other agents, and much more. With their newfound efficiency, the agents will be able to close their cases faster, reducing the overall cost of processing the claims and extensive time allocation. Benefits and impact Customer benefits With a better tool to analyze their data, Amesto Top Temp has been able to optimize their business and increase efficiency, growing their revenue and minimizing time spent updating spreadsheets. They are able to determine and target the most lucrative industries to staff. The claim handler customer is expected to have similar results optimizing the agents time and saving costs through shortening the claim processing duration. Partner benefits In addition to their customers, CRM Norge benefits from offering the Power BI solution. Speed Creating dashboards for customers previously took about

ten t ten times longer. Now, customers can do most of the slicing and dicing themselves. Flexibility As a CSP, CRM Norge is able to deliver their Power BI offering with Office 365, Intune, developer services, and more. They are also empowered with end-to-end control of their sales pipeline, including management, billing, and support. Due to the flexibility of using Power BI, end customers can easily scale the amount of Power BI licenses that they obtain, as their business demand scales, allowing them to only pay for what they need. World-class reporting Power BI s reputation of performing excellent analyses makes it an easy sell for CRM Norge and other CSPs. They are able to demonstrate Power BI during the sales process, so the prospect is able to interact and analyze their own data. What was originally a complicated process, the customers appreciate that they are now able to easily monitor the health of their business themselves. Explore CRM Norge s Projects www.crmnorge.no