Whether you have a Chief Data Officer or not, our team of data consultants will help your organization define your data goals, assess your data sources and develop a data strategy that will empower your future success.
Becoming a data-driven organization simply means putting your data at the core of how you operate.
A successful data strategy involves:
- Understanding your key business goals and objectives
- Auditing your current data sources and data health
- Discovering external factors impacting your industry and performance
- Identifying the information your key stakeholders need in order to be successful, from the top-floor to your front-line
- Aligning your data to support your organizational priorities
As an award-winning NetSuite solutions provider, Salesforce Gold Consulting Partner, leading Tableau data analytics provider, and a Snowflake data warehouse solutions specialist, Eide Bailly is uniquely positioned to help businesses capitalize on their data opportunities. Our team will help you take full advantage of your data and uncover BI opportunities for your business.
Data Source Discovery
To have a solid data “foundation” for your analytics and visualization, you need to identify all your data sources. This is the key to a successful data outcome. Luckily for our clients, our team is well-versed in solutions extending far beyond traditional analytics solutions. Whether you want to blend your financials with your sales data for a full-picture view of your operational health, or better visualize your marketing spend against website metrics and sales outcomes, our team can help.
Full Picture Financials
Financial statements and Excel spreadsheets only provide a limited view into your overall operational and financial health. Your key financial data should be easy to access and visualize against your other key business metrics. Eide Bailly’s accounting background and deep ERP expertise will ensure your data analytics efforts help support your broader organizational and financial growth goals.
The role of financial teams is changing. To be a successful financial leader today means embracing a data-focused approach to your decision making and business strategy. Investing in a leading ERP solution like NetSuite is a great start, but when your team is ready to become deeply data-driven, you’ll need analytics that encompass your entire business—from accounting and sales to marketing, service and market conditions. Improve your reporting to stakeholders, streamline collaboration across your organization and enhance your business agility with embedded analytics and deeper financial understanding.
More Than Customer Management
Removing friction from your sales cycle and providing an exceptional customer experience requires a deliberate focus on your business data. This is something that Salesforce knows and understands. Over the last several years, Salesforce has become more than just a customer relationship management tool. It is a data platform centered on your customers.
This means Salesforce is putting good data at the heart of everything a CRM should do for your business and your customer, but it cannot be done in isolation. Your CRM is one facet of your business, and Salesforce’s investment in Snowflake and Tableau showcases the importance of data sharing, centralization and analytics for long-term success.
Have you ever wondered what external factors are contributing to your organizational performance? Adding external sources like census data, weather patterns, transportation schedules, stocks and market trends, as well as demographic information, can help your team identify correlating factors to improve decision-making.
Once your high-value data sources are identified, how do you bring together and blend all these various data points so that they enhance your visualization? That’s where data cleansing and transformation come into play. This is often the step most organizations skip, because it can become quite tedious if you don’t know how to go about it correctly. But skipping the transformation and centralization steps will undermine your overall data efforts.
Solutions like Alteryx and Tableau Prep help blend together your data sources to enhance the integrity and quality of your data. This results in better data visualizations and data you can actually trust.
Housing all your various, disconnected data sources is the task of a data warehouse. Before you turn to a data visualization tool like Tableau to solve your data woes, centralize and organize your data into a single “source of truth” with a data warehouse.
Snowflake creates a centralized repository of all your data sources. This gives you a single governed data warehouse from which to share and compute your data in new, transformative ways.
In a larger organization, this could mean a separate data “view” for your marketing, operations, and finance teams as well as your external suppliers or vendors—all controlled and managed from one data warehouse but with specific logic and views for each unique use case.
A data warehouse provides the solid underpinning for your reporting and data visualization. Without it, your data analytics ability will be fragmented and incomplete.
Here comes the fun part! Visualize your business performance with BI reports and dashboards that push the needle. With the help of our data consultants and experienced analysts, you’ll discover the insights hidden in your data.
Turn questions into answers and confusion into clarity with predictive analysis, advanced data modeling and customized reporting.
- Discover opportunities in your data with advanced data science
- Automate your data collecting, organizing and reporting processes
- Reduce risk with better forecasting and predictive analytics
- Supplement your business data with external data sources for a more holistic view of your performance
- Explore different strategies and options with “if-then” analysis and data questioning
- Work smarter with machine learning and AI augmentation
Leading visual analytics solutions like Tableau enable you to explore your data in new ways and build a story around your business data.