Eliminate manual work for finance experts by automating Excel reports with Tableau

Background

Our client offers objective advisory services in inspection, certification, conformity assessment, and training. With a team of 1,900 professionals, they are the largest company in their specialty in Benelux and are committed to creating a safer and more efficient society.

Challenge

The monthly reporting cycle used to be a very time-consuming challenge, often resulting in inaccurate or missing information. The financial team and business controllers spent days collecting, combining, and preparing the data for reporting. The process was repetitive, lacked transparency, and was prone to human error.

Approach

After a proof of concept that proved the value of automated data collection and visual reporting, Keyrus built a new data warehouse, collecting and storing the data. The first iteration replaced the one-shot, high-level reporting on agent utilization rates with a daily, full-detail reporting environment (per agent, timesheet entry, customer, mission, travel time, non-billable time, and cross-team comparisons). The second iteration replaced the entire monthly management reporting.

Key results

01
Data quality
02
Clear business requirements
03
Availability and involvement of key project contributors

Benefits

The finance team can now spend their time analyzing instead of collecting data, and look into the future instead of the past. Our client now uses optimized, automated, and clearly documented reporting processes to effectively support decision-making within the entire company.

Technology partners

Tableau Software

As a leading analytics platform, Tableau offers visual analytics with powerful AI, data management, and collaboration. From individuals to organizations of all sizes, customers around the world use Tableau’s advanced analytics to fuel impactful, data-driven decisions. Tableau Software was acquired by Salesforce in 2019.

50+

expert consultants

100+

completed projects

2018

emerging partner of the year

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