The Problem:
A mid-sized industrial firm specializing in high-pressure technology for various sectors, including energy, medical implants, space, aerospace, automotive, and food processing, needed to improve its data landscape and CRM system utilization. The goal was to maximize data use and provide real-time insights to employees.
The Solution:
SLG consultants were engaged to enhance the CRM system and its data environment in three phases: analysis, planning and design, and implementation. The analysis phase included data landscape mapping, creating standard formats, developing data inputs, identifying key business intelligence metrics, and conducting interviews to identify system pain points. In the planning and design phase, a change framework was created, with efforts to secure buy-in from both management and employees. Implementation was conducted gradually, presenting frameworks to employees, continuously educating and explaining the rationale behind changes to ensure meaningful improvements..
The Result:
The transformation resulted in significant improvements, including:
- A more mature and smarter CRM system with high-quality data.
- Functional dashboards that simplify day-to-day work for both employees and management.
- Implemented processes that enable continuous data development and better predictability over time.
