Case Study with WHB Sales

STREAMLINING SALES

How a manufacturer's representative group leveraged Power BI to enhance data tracking and boost efficiency.

Background

Wiggs-Haun & Bohan is a leading independentsales agency that partners with top-level manufacturers in the Arkansas,Kentucky, and Tennessee market for over 49 years. To understand the number ofpermits by manufacturer in the market, they had a process in place of manuallypulling and updating excel sheets with the latest data. This would need to bedone on a monthly or sometimes daily basis. This would sometimes take thousandsof hours for a single sheet. They have been looking for an alternate solutionfor over 6 years.

BBB Techs helped create a process that saved thatvaluable time and money with a Power BI Dashboard. The visualizations alsoallowed for a greater in-depth look at how business is performing.

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"BBB TECHS HAS DONE A TREMENDOUS JOB OF HARNESSING THE POWER OF OUR DATA, TRANSFORMING ITINTO ACTIONABLE INSIGHTS THAT DRIVE OUR BUSINESS FORWARD…. THANKS TO THEIREFFORTS, WE CAN NOW MAKE INFORMED DECISIONS QUICKLY, ALLOWING US TO MAXIMIZEOUR RETURN ON INVESTMENT…."

-       JON WIGGS

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OBJECTIVES

1. Reduce the thousands of hours spent on pulling data and updating spreadsheets.
2. Minimize the likelihood of error with a single source of truth.
3. Have easy to view and understand visuals that allow for more concise data driven business decisions.
4. Identify gaps in the market and be able to adjust accordingly.

ACHIEVEMENTS

1. Built easy to view dashboards in Power BI that show real time data.
2. Created a company wide source of truth, allowing everyone to see the same information.
3. Visuals created to show customers their accurate performance in the market.
4. Ability to see where adjustments are needed to gain market share and outperform the market.
5. Saved valuable time by creating an automatic process that reduces the need for manual data pulls and updates.

KEY RESULTS

150+ months

Saved from managing and updating excel sheets

1000+ hours

Saved from manually pulling and formatting data