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Enhancing Data Processing and Customer Service

Sector/s: Retail
Technologies Used: Fulcrum, Excel
Key Services: Data Management & Optimisation

By taking over and enhancing the client’s existing data processing system, Data Sagacity delivered a robust and transparent solution that improved operational efficiency and customer service. This case study underscores our commitment to understanding client needs and providing tailored solutions that drive better business outcomes. This is another example of working with an existing system/process and doing what’s necessary to improve the process without necessarily starting again from scratch.

Problem

Our client, a prominent company relying heavily on data processing for pricing and manufacturing, faced several challenges with their existing system managed by a previous service provider. The current solution lacked robustness and efficiency, resulting in operational inefficiencies and limited transparency for future planning

Challenges:

  • Inefficient data processing from Fulcrum to Google Sheets.

  • Manual handling of multiple spreadsheets for different purposes.

  • Lack of transparency in the system’s operation.

  • Suboptimal customer service and slow response times.

Solution

Data Sagacity undertook a comprehensive discovery phase to analyse the existing platform and engage with stakeholders to understand their needs and pain points. The solution involved taking ownership of the system from the previous provider, making significant enhancements to improve robustness, and ensuring better transparency.

Key Actions:

  • Discovery Phase: Conducted in-depth analysis and interviews with stakeholders to understand the current platform and identify areas for improvement.

  • Ownership Transition: Took over the system from the previous managed service provider, ensuring a smooth transition and addressing existing issues.

  • System Enhancements: Made the system more robust by optimising data processing workflows from Fulcrum to Excel and ensuring efficient handling of spreadsheets used for pricing and manufacturing.

  • Transparency and Planning: Provided the client with clear insights into the system’s operation, enabling them to define their next steps with Data Sagacity confidently.

Benefits

The improved system significantly enhanced the client’s data processing capabilities and operational transparency.

Key outcomes included:

  • Streamlined data processing from Fulcrum into Excel.

  • Reduced manual handling of spreadsheets, increasing efficiency.

  • Enhanced transparency, allowing the client to make informed decisions about future steps.

  • Improved customer service with prompt responses and better support.

Conclusion

The successful transformation of the existing data processing system highlights the value of enhancing, rather than replacing, core business operations. By optimising workflows, increasing transparency, and improving customer service, the solution delivered tangible benefits in both efficiency and decision-making. This case study illustrates the effectiveness of refining established systems to meet evolving business needs, ensuring long-term operational success without the need for a complete overhaul.

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