A Sales Force Effectiveness project was set up with Reportive: dashboards provided to Sales include Key Performance Indicators based on various data sources, such as activities from the CRM system or external and internal sales.
Using Reportive in the Finance & Financial Controlling department enables Alcan Packaging to adapt and automate its reports as new needs arise: changes in segmentation, in KPI definitions... Reportive turned out to be necessary for field teams to adopt the database, as it adapts to needs while guaranteeing professional-looking output.
The Crédit Agricole subsidary specialized in Asset Management has improved the tracking of its sales of financial products. Thanks to its ease of use, Reportive allows for rapid adaptation in this ever-changing sector.
In four months, the company set up a dynamic Sales Effectiveness management tool, with daily reports on objectives and actual sales (by region, by product, by sector) including performance calculations and the ability to track the visits of a specific pharmaceutical representative.
With Reportive, analysts were able to create and deliver much-improved background sheets (UCITS) in the same amount of time as before. No programming meant more reliable information - and thanks to Reportive, the number of models required was divided by 3.
Banque BIA, which capital is held in equal shares by the state banks of Algeria and Libya, the Banque Exterieure d’Algerie and Libyan Foreign Bank, is a leading bank in France and Europe for the development of commercial relations between the two shores of the Mediterranean.
Banque BIA chose Reportive for financial controlling and risk management.
CACEIS is a banking group dedicated to institutional and corporate clients. CACEIS is one of the world’s leading asset servicing providers and is the premier player in the sizeable French market.
CACEIS easily and quickly developed fund sheets, thanks to the ease of use (no coding) of the Reportive solution.
The Customer Analysis and Performance Management team of Canal+ Distribution, leaders in the French market for Pay TV, uses Reportive in addition to its own classical analysis tools to automate the formatting of the main activity-tracking dashboards used by the Board of Directors and operational executives.
"With Reportive, our analysts have been using for several years a solution that is both ergonomic and automated - and gives them responsiveness and productivity - somewhere between the 'all manual' and the 'industrial' solutions from the IT department that can only be implemented when the needs are long term needs". Bertrand Gayet, Marketing Department.
City of Vincennes
Conseil Général du Rhône
Credit Municipal de Paris
Finance and Business Managers were looking for a solution that would able to get information from different sources (and therefore in different formats) and perform traditional processing and join operations. The solution's features, e.g. the ability to display the data and control its consistency at each stage of completion and at the final stage, its ease of use, for handling and standardizing the data have been key factors in the choice.
By adopting Reportive, Crédit Municipal de Paris is able to manage its business better, according to its different hierarchical levels and themes, and thus make its action more effective.
Ed wanted to automate the production of data in order to free up time for analysis. Reportive met the Group's expectations in terms of standardization and reliability of data extracted from multiple sources (AS 400, SAP, Excel, TM1) and in terms of productivity gains. The implementation of the solution was carried out in collaboration with Polarys, a company already working with Ed, who set up the Reportive solution to meet the project specifications.
"With the help of Reportive and Polarys, we now have a reliable business intelligence tool that allows us to save time on production of data, and we can reallocate our resources to tasks with higher added value such as strategic analysis of data" said Khiem Nguyen, Accounting Director at Ed.
Thanks to Reportive, EISAI can consolidate market data and internal data such as sales targets and results in a clear, relevant, extremely responsive and customized manner.
A Reportive-based solution allowed Fiat to get rid of a heavy data management legacy system and to implement a car dealer tracking solution through a sales force management and activities management tool.
Finance controlling has strengthened its position within the Bank by moving from being a data provider service to being a data analysis service – all thanks to Reportive. With Reportive, every user saves 15 to 20% of his time while making his daily work more rewarding.
French Foreign Ministry
With Reportive, GSK reduced their costs from 4 subcontractors to ½ man-day per month by streamlining sales force management through a solution that allows project managers and analysts to create, build and deliver customized dashboards to pharmaceutical sales representatives in the field.
IER (Bollore Group)
The world leader in the design, manufacture and marketing of printing terminals, electronic ticketing and boarding control of major rail, air and sea transport networks adopted the Reportive solution to manage the staff costs of its projects and to consolidate information following specific business rules.
With a Reportive-based solution, Itops has been able to respond more quickly to customer requests by reducing the time needed to deliver the right information. It was possible to set up a customer project in 2 and a half weeks instead of 6 weeks on a mainframe computer. The time needed to process the data decreased from 2 days on the mainframe to 55 minutes on a workstation.
Kia Motors France
La COmpagnie Financière Edmond de Rothschild
Adopting Reportive allowed EDRMM to automate the production and distribution of its reports. Avoiding manual data entry and programming also meant information was more reliable. Reportive’s flexibility made it easier to respond to ad hoc requests.
Serono’s Strategic Planning Service has achieved significant time savings by automating recurring tasks, namely the production of monthly and quarterly dashboards and their delivery to the management and sales force teams. Thanks to Reportive, Serono was able to build new relevant indicators and dashboards for their operational services.
Microsoft EMEA chose Reportive for the SMART (Strategic Market Analysis Report and Tools) project so as to get maximum benefit from the resources and investments in each country in the EMEA (Europe, Middle-East, Africa) zone - to refine its evolution strategy, taking multiple parameters into account.
Adopting Reportive allowed MNFCT to build recurring dashboards and ad-hoc studies. The recurring dashboards include tracking information about memberships and cancellations, contributions, benefits paid by treatment, by product, etc. The database consists of data from the Cegedim Activ ESQUIF health insurance management software.
OFI Asset Management
Asset Management is an ever-changing field, as are the requirements of ever more information-hungry customers. Thanks to Reportive, OFI Asset Management can address these requirements, with no extra constraints. Reportive gives its users an autonomy that allows the Reporting and Performance Measurement department to produce its reports in a flexible manner, without lenghty interaction with the IT department.
Reportive allows OFI Mandats to merge data from various databases and to automate the production of weekly and monthly reports. Reportive makes it possible to set up specific reports at very short notice and to adapt them easily to rules issued by national and international authorities.
OPAC du Rhône
PSA Peugeot Citroën
The Statistics Service Group has achieved tenfold savings in terms of time spent producing reports. Reportive makes it possible to automate dashboard delivery and allows for shorter response times for on-demand dashboard production. The solution guarantees standardized dashboards and reliable key indicators, allowing decision makers to make truly enlightened decisions.
Thanks to Reportive, Ratiopharm was able to automate the production of monthly analysis, enterprise sales management and competitive positioning dashboards.
Renault's Statistics department was able to set up an operational competition analysis project on EMEA within 1 month. This study sponsored by Renault's Global Marketing Director produces and distributes over 450 analysis reports summarizing data from heterogeneous sources. The project was carried out by Reportive in three weeks. After delivery of the project, training and skills transfer now allow Renault teams to maintain the project and use the tool for new projects.
RNP (Réseau National de Promotion), the French benchmark for POS (Point Of Sale) advertising in the pharmaceutical and para-pharmaceutical industry, uses Reportive to optimize both field teams incentives management indicators and campaigns summaries to advertisers. With Reportive, field teams have been able to refocus their activity on the customer, while a single research analyst produces summaries that have become, thanks to Reportive, more attractive, more relevant and responsive.
Thanks to Reportive, Roche introduced simulation and predictive analysis on new bonus calculation rules created directly from calculation prototypes for immediate diffusion.
Using Reportive, Schering-Plough implemented an automated dashboard management solution with no data warehouse or server. The return on investment period was only 7 months.
The IFG division (Financial controller department) of the French railway company chose Reportive to industrialize its mass production of dashboards for the financial controller department aimed at over 130 locations and 500 potential readers.
"Among these projects, we also developed and automated reports for the SNCF Infrastructure Executive Committee in different formats (. xls, . ppt, . pdf…) that include dozens of indicators (financial, performance, HR, security …), in less than 2 months. The success of these projects now allows us to be responsive and proactive, "said Stephane Juillard, Conix Project Director for SCNF.
By choosing an innovative dashboard creation and distribution tool as early as the late 1990s, the French subsidiary of the global leader in the field of cardiac surgery has improved the tracking of its sales. The company has also simplified its reporting and improved information sharing through the automatic distribution of readable and effective activity reports.
The Sales Department of SORIN GROUP distributes sales tracking reports daily to its sales force and management teams (sales by product line, by customer, cumulative sales since the beginning of the month, analysis of market trends). Reportive offers the possibility to automatically send by e-mail a detailed Excel report specific to each of the 70 sales representatives. The strength of this approach is to send a small file (56Kb) that is easily readable on the iPhones of the sales team members. This agile and little resource-consuming solution has greatly enhanced the economic vision of sales representatives and the management effectiveness of the Sales Department.