case study in banking / finance

Project Stats:

• Goal: Improve business processes with a focus on sales operations and data analysis.

• Teams Involved: Sales, business operations, and management.

• Timeline: 12 months from assessment to full-scale implementation.

• Challenge: How to make informed decisions by improving business sales data

• Outcome: 50% increase in operational efficiency, and improved sales and business performance.

The Challenge

Valutico, a rapidly growing leader in financial valuation, found that their business processes—particularly within their sales teams—were becoming inefficient as they scaled. The sales team struggled to gather the right data at the right time, and there was a lack of cohesion among business teams. The primary challenge was twofold: first, to organize their sales operations so that the teams could more easily overcome obstacles, and second, to improve their data analysis processes to ensure that the sales team had the insights they needed to make better decisions.

Sales operations were plagued by slow, disjointed processes, with inconsistent data collection methods leading to delayed decision-making. Without a unified system in place, Valutico’s business teams faced obstacles in navigating the growing complexity of sales transactions and reporting. They needed a solution that would streamline their workflows, enhance data accuracy, and better organize their teams for more efficient collaboration.

The Approach

Data Duke was tasked with revamping Valutico’s business processes by introducing lean process automation and data-driven improvements tailored to their sales and operational needs. We began by closely analyzing Valutico’s sales workflows, identifying inefficiencies in how data was collected, shared, and processed across departments. The goal was to implement a lean, structured approach that would allow teams to work more effectively, with the right information at their fingertips.

A key focus was on improving the quality and accessibility of sales data. We developed a streamlined data analysis framework that ensured data was properly captured, processed, and made available to decision-makers in real time. By integrating a standardized process for collecting and analyzing sales data, the teams could more accurately forecast outcomes and adapt their strategies accordingly.

Additionally, we worked to organize Valutico’s business teams in a more structured way, breaking down silos and fostering collaboration between sales, operations, and data analytics. By introducing agile workflows, we enabled teams to overcome challenges more quickly and work together seamlessly to resolve any obstacles they faced. This not only improved the internal communication but also accelerated the decision-making process by ensuring that the right data and insights were readily available.

Improving Sales Processes and Data Handling

At the core of the transformation was the enhancement of Valutico’s sales processes. We re-engineered their workflows to eliminate redundant steps and ensure a smoother flow of information across teams. By focusing on lean principles, we helped Valutico’s sales team cut down on the time spent manually managing data and refocus on strategic activities.

One critical improvement was the introduction of automated data workflows that minimized the time spent on data collection and reporting. Sales data was now gathered and analyzed in real time, with insights readily available to drive smarter, faster decision-making. This gave the sales teams more clarity on their performance and areas for improvement, while enabling management to track key metrics more efficiently.

The transformation also involved training teams to make better use of the tools and data at their disposal. We worked with Valutico’s sales and business units to ensure that everyone was aligned on processes, goals, and outcomes. This new structure helped the business teams become more adaptable, overcoming the operational obstacles that had previously slowed their progress.

Enhancing Collaboration for Greater Efficiency

Effective collaboration between Valutico’s business teams was key to driving long-term success. To improve coordination between sales, operations, and data teams, we implemented agile management practices, such as regular sync-ups and visual project management tools. These tools helped keep everyone on the same page, ensuring that tasks were completed in a timely manner and potential bottlenecks were quickly addressed.

The creation of more transparent workflows, paired with improved data insights, meant that Valutico’s teams could now work with greater efficiency and focus. Teams had a clear view of their tasks, knew where obstacles were, and could collaboratively resolve issues without unnecessary delays.

Outcome

After a 12-month collaboration, Valutico saw a marked improvement in their sales operations and overall business efficiency. Process lead times were reduced by 35%, enabling the teams to respond to opportunities faster and more effectively. Sales and operational efficiency increased by 40%, thanks to the streamlined workflows and enhanced data-driven insights.

The improved collaboration between sales, operations, and data teams resulted in better alignment on business priorities, with faster execution and more informed decision-making. By organizing their business teams more effectively and leveraging data in a more structured way, Valutico was able to navigate challenges and improve overall performance.

Data Duke’s approach to improving Valutico’s sales processes and business operations through lean automation and better data analysis helped transform the company’s efficiency and scalability. By focusing on real-time data insights, streamlined workflows, and agile collaboration, Valutico’s teams are now equipped to overcome obstacles and scale operations without disruption.