Data-driven Account Lifecycle Management

Customer

Global Strategy Consultancy

Implemented a global dashboard using Palantir Foundry to unify views on project leads and streamline cross-organizational operations 

Challenge

  • Missing a centralized, aggregated view on prospect research to aid employees in effective decision making in account lifecycles
  • Work-around was extensive and complex communication efforts, which suffered from geographically dispersed employees 
  • Deliver a solution that ensures effective collaboration for gathering valuable information and insight

Solution

  • Rewired existing pipeline, for improved efficiency in speed, scalability, security and robustness.
  • Updated data ontology to integrate new source systems
  • Developed an efficient solution allowing the creation of a dashboard unifying views on project leads and statistics, requiring expertise

 

Business Impact

  • Streamlined operations with an innovative dashboard and enhanced existing tools with new features, giving more power to the user. 
  • Explaining, implementing, and enforcing best practices on platform usage 
  • Introduced templates eliminating significant manual work, leading to increased efficiency and a decrease in errors

 

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