Cases
Read how it goes in practice: our clients' stories, from first conversation to numbers everyone trusts.
Optitrade Retailgroep, where suppliers, customers and the company itself look at the same numbers
Optitrade Retailgroep works in the optical and hearing-care trade, in wholesale and retail. Three kinds of reader rely on the sales figures: the company itself, its affiliated suppliers and its customers. All three want to know something different. Every question used to get its own report. Now it all comes out of one model and every reader sees exactly the part they need.
Read the full case
The sticking point was not the number of reports. It was that each report brought its own definition. Revenue, margin and volumes were worked out again per report, so the number a supplier saw did not have to match the number the company steered on. Differences like that usually only come up once a decision hangs on them.
So there is now one model under all sales reporting, with revenue, margin and volumes set down once. You can look at them per product group, per private label, per customer group or from whatever other angle the company uses. The reporting sits on top of that per reader, with access to exactly the part they need. The model draws on a number of systems and is used by colleagues across departments and by five to ten suppliers and customers from outside.
A supplier and the company now look at the same figure, just at a different slice of it. And a new angle has become a question to the model rather than a new report with a new definition.
Optitrade Retailgroep
“Joël at AmbitionBI helped us move from QlikView to Power BI and, with knowledge and patience, built our reporting for internal and external use. Easy to reach, quick to act and a good listener when it comes to what we need: those are Joël's core values as far as I am concerned.”
Pim Föster, Director Retail Consultancy & Optitrade
Perspectief Psychologenpraktijk, where the numbers for a decision are at hand in every meeting
Perspectief Psychologenpraktijk treats adults and children at locations in Culemborg, Giessenburg, Gorinchem and Leerdam. For the management meeting there was a reporting process the back office spent time on every period. Those figures now come together automatically in one report, with the main KPIs side by side across several dimensions and the figures behind them one click away.
Read the full case
The finance director's question was a practical one: give the back office and HR operational insight without them having to build it themselves every period. What a practice steers on is a short list: revenue, productivity and how practitioners are deployed. Those figures sat in the client system, the HR system and a number of lists with targets and budgets. The model brings them together.
The practice also has two parts that work differently. Adult care is reimbursed by the health insurer, child and youth care by the municipality. The practice looks at them differently and works out productivity differently. We wrote those two calculations down together with the practice and fixed them in the model, so it works them out itself and each part sits in the report in its own way.
What is in place now: the back office keeps an eye on the processes and keeps the master data clean. The time that used to go to building reports now goes to steering and to the operation. The management meeting looks at the same figures every week. The main KPIs can be viewed per location, per part of the practice and per period. Whoever sees a number that raises a question zooms in on the figures behind it. A new question has become a click in the report.
Perspectief Psychologenpraktijk
“The time we used to spend producing reports, we now spend on steering and on the operation.”
Jan Glimmerveen, finance director
Companies we have worked for
In healthcare, wholesale, maritime, automotive, telecom, industry, real estate and private equity. Some as an engagement, some as interim. What they share is not the sector but the moment: the numbers sat across too many systems to risk a decision on them.
Sound familiar?
Every one of these started with a single call in which somebody explained what was not adding up. We are glad to have that call with you too.
