InetSoft Technology > 实例探究 > 五角大楼技术公司利用 InetSoft 的 BI 软件简化了销售管理流程

五角大楼技术公司利用 InetSoft 的 BI 软件简化了销售管理流程

地区

America

国家

United States

产品

InetSoft’s Style Intelligence™ platform
Style Report™

技术栈

Linux
Windows
Mac

实施规模

Enterprise-wide Deployment

影响指标

Productivity Improvements
Cost Savings

技术

分析与建模 - 实时分析

适用行业

半导体

适用功能

销售与市场营销

用例

需求计划与预测

服务

数据科学服务

关于客户

Pentagon Technologies (Pen-Tec) 是一家领先的专业产品和服务供应商，其产品和服务可提高半导体制造设备的利用率、效率和生命周期。PenTec 需要强大的按需数据访问和灵活的报告呈现功能来改进其销售运营流程：工作流效率、数据质量以及销售和工程功能之间的交互。评估标准包括在 Linux 操作系统上运行、使用零客户端选项的跨平台数据访问以及自动报告功能。对于 Pentagon 来说，最重要的是，该解决方案提供了易于设计的报告，并且报告看起来与设计非常相似，即使以多种格式呈现也是如此。

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挑战

五角大楼技术公司需要改进其销售流程的许多运营方面，而报告和信息管理是其中的关键部分。在实施 InetSoft 的 Style Intelligence™ 平台的 Style Report™ 应用程序之前，该公司已经创建了简单的数据库，并单独手动访问。每日报告由电子表格组成，该电子表格被转换为 HTML 以供 Web 分发。这个劳动密集型的过程通常每天需要 1-2 小时，当他们的分析师不在办公室时，更新必须等待。报告错误也是一个问题。

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解决方案

由于计算环境多样化，该解决方案必须运行在 Linux、Windows 和 Mac 上，并能够访问来自各种来源、格式和平台的数据。他们需要一个高性能系统，具有灵活的演示功能，每天以各种格式提供数百份预定报告。Pen-Tec 需要通过管理仪表板和客户门户向内部和外部提供这些报告。而且，该解决方案必须基于零客户端，以便支持全球数百名用户。InetSoft 的 Style Report™ 软件为 Pen-Tec 提供了他们所需的强大报告解决方案，以支持、发展和区分其业务。

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运营影响

As a result of the implementation, IT resources have been re-assigned and now address other company resource needs.
Business managers have found it so easy to create their own reports and schedule them, etc, that they have become self-sufficient and expanded usage of the solution on their own.
The company has gained a better understanding of its sales process. Now people know which opportunities to work on, are able to prioritize efforts and increase efficiency immensely from end-to-end. The right people have a better ability to track opportunities and work them.
There is now capacity for more qualifications to take place, increasing the middle part of the sales funnel. There is also more time freed up to pursue new business and to take on more projects.
The working relationship between sales and engineering functions has improved because of the greater visibility into accurate information.

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数量效益

Currently 40-50 reports a day are automated. The next goal is to increase that to 200 a day.

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