Project Industries: Marketing
Planning Safe Excavations with Data Visualization Powered Intuitive Dashboards
Challenges:
Manual process of ticket updations, ineffective tracking, reporting, and budget planning
Industry
Utilities
Solutions:
Using Tableau and Grafana to create an intuitive dashboard for a quick overview of useful metrics
Results:
Identify critical tickets quickly, easy assessment of financial expenditure, simplified tracking and reporting
Location:
US
About the Client
In the US, "Call Before You Dig Centers" are essential intermediaries, enabling citizens to identify and mark underground utility lines before excavation. Our client company enhances this process by offering a web and mobile portal where users can register and enter locate notices for these underground utilities.
Managing extensive and sensitive data proved challenging and time-consuming for the client. To address these issues, they partnered with Fingent, seeking advanced data visualization solutions to streamline operations and enhance decision-making.
Case Overview
Our client provides a web and mobile portal for registering locate notices for underground utilities, which are verified and forwarded to facility operators. Managing extensive data, follow-up actions, and updating ticket statuses presented significant complexities.
Fingent implemented intuitive dashboards using Tableau and Grafana for advanced data visualization. These dashboards offer quick access to crucial metrics, empowering client staff, users, and excavators with actionable insights. This enhancement improved efficiency and fostered better collaboration among all stakeholders.
CHALLENGES
Roadblocks Faced in the Existing System
Managing vast amounts of data became increasingly burdensome.
Extracting meaningful insights from large volumes of data proved challenging.
Lack of quick access to essential information, which hampered decision-making.
Ineffective processes led to delays in ticket approvals.
Tracking financial expenditures related to operations was challenging and inefficient.
SOLUTION
Fingent's Solution: Data Analytics and Visualization Dashboards
Fingent created multiple intuitive dashboards using Tableau and Graffana that gave a quick view of useful metrics for client staff, users, and excavators to be more productive, on track, and efficient with easy collaboration.
Overview of the member's live ticket and historic ticket statuses
Overview of the organization’s total budget, total spend, remaining budget, and budget spend percentage
Overview of the different operators, operating services, and operator types involved.
Insights that help the client to plan budgets better, track and identify tickets effectively, and generate reports faster.
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SOLUTION BENEFITS
Making an Impact on Client Success
Fingent empowered the client by leveraging advanced data analytics and visualization tools to transform their operational efficiency in managing locate notices for underground utilities. Through the strategic implementation of map-based visualizations, financial expenditure assessments, and real-time data utilization, Fingent enabled the client to make informed decisions swiftly.
Map-based visualization of ticket patterns in the entire state of South Carolina
Financial expenditure assessment from budget vs spent data
Effective utilization of data to make timely and accurate decisions
Quick identification of critical and urgent tickets to avoid delays and major damages
Quick identification of top geographies with pending excavation requests
Intuitive Dashboards
Financial Expenditure
Assessment
Timely Decision-making
Critical Ticket Identification
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Customized CRM Solution for Reshaping Experiential Marketing
Challenges:
Reliance on disparate systems, lack of automation, limited process efficiency, ineffective data management
Industry
Marketing
Solutions:
Implemented a customized CRM solution and a project management tool tailored to their unique workflow
Results:
Achieved significant improvements in overall efficiency, enhanced business visibility, real-time tracking capabilities, and improved interdepartmental collaboration
Location:
US
About the Client
Impact XM is a distinguished experiential marketing agency based in the US with over 50 years of industry expertise. Specializing in strategically driven and creatively focused marketing solutions, they enable both B2B and B2C companies to make a significant impact in the market through intuitive and engaging events, meetings, conferences, exhibits, and more.
In response to rapid market changes and organizational dynamics, Impact XM sought a capable technology partner to implement cutting-edge solutions to enhance operational effectiveness and meet evolving market demands.
Case Overview
Impact XM faced significant operational challenges following a merger, managing disparate project systems and accounting platforms through a complex integration. This limited their operational efficiency and growth potential.
Fingent recommended a customized CRM solution and a project management tool designed specifically to meet Impact XM's distinct needs. By automating critical tasks, enhancing collaboration, and optimizing technology utilization, the solution empowered the company’s performance and operational agility.
CHALLENGES
Roadblocks Faced in the Existing System
Operating with complex and highly fragmented departments that relied on disparate systems.
Reliance on Zoho CRM, with integration issues in handling multiple currencies.
Lack of automation across systems and process redundancy within workflows.
Increased overhead costs due to operational inefficiencies.
Technology scalability limitations.
SOLUTION
Fingent's Approach: Customized CRM Solution
Customized CRM Solution tailored to Impact XM's specific workflow requirements
Bespoke Project Management Tool designed for seamless integration with existing Microsoft tools
Integration of Microsoft tools for unified business process management
Minimization of maintenance costs through a consolidated and integrated platform
Automation of critical tasks to enhance operational efficiency
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BENEFITS
Making an Impact on Client Success
Fingent played a pivotal role in transforming Impact XM's operational landscape by delivering a tailored, integrated software solution. By addressing the complexities of their disparate systems and enhancing overall efficiency, Fingent enabled Impact XM to leverage cutting-edge technologies effectively. This custom platform not only streamlined their business processes but also fostered enhanced collaboration, real-time tracking, and data management capabilities.
Enhanced capabilities and decision-making through an integrated platform
Improved technology utilization and reduction in maintenance costs
Elimination of system inefficiencies and enhancement of application effectiveness
Seamless integration with existing Microsoft systems for hassle-free transition
Minimized manual efforts, errors, and time wastage for increased productivity
Centralized data management
Real-time tracking capabilities
Reduction in maintenance costs
Minimized manual efforts and errors
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