CHALLENGE

The client was losing revenue from license renewals and end-of-life product upgrades. There was no ability to accurately determine customer product status as renewal information and customer success lifecycle tracking was siloed in many disparate data sources and there was no common knowledge of where the relevant data was stored. The client engaged Bardess, their long-time consultative data analytics partner, to solve the costly problem.

THE BARDESS SOLUTION

Bardess consultants used their deep cross-industry knowledge of data and business processes to quickly perform an analysis of the systems and then created new models and mappings to connect the relevant data. Snowflake was used to merge the aggregated data, which was then visualized in Tableau. Functionality for use cases based on the customer’s lifecycle was created which validated accurate renewal and upgrade status to the client’s customers, expediting and increasing revenue opportunities for the client.

VALUE & BENEFITS

The client’s renewal revenue increased notably as never-before-seen gaps in sales opportunities were easily visualized on the new dashboards. The accurate use cases gave the customer insights into where they needed to invest, and the customer success team now had the ability to target appropriately throughout the customer lifecycle.

Use Cases Visualized for the Customer

Validated status enabled accurate customer investments