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