Aquacare

The challenge

Aquacare provides solutions for industrial water treatment, consisting of hardware and chemistry. These solutions prevent plant corrosion, limescale accretion and minimize microbiological activity. Aquacare wanted to make optimal use of the data stored in a central operational system. Automatic dashboards make it easier to manage processes such as purchasing, inventory, sales, and margin. The first project was to ensure that an account manager gets live insight into how things are going with a customer. Aquacare’s data was already well-structured, but getting an overview of customer and sales data was still unnecessarily time-consuming. The objective was to gain more insight into customer and sales data via dashboards. It was important that different periods could be compared at a glance, including KPIs. Account managers only had to see their own data, while higher management had to retain the entire overview. 

What we did

Because the data was already well structured, the project could be carried out in 2 steps: setting up the dashboards and integrating these within Aquacare’s system with a data split based on someone’s role within the company. 

The result

A dashboard was delivered that contained all the intended insights into both customer and sales data, including comparisons in the time dimension. This included additional pages in the dashboard for senior management to include comparisons between account managers and their customers. The dashboard has been integrated into the software environment of Aquacare including data masking so that account managers can only see insights from their own customers. Documentation was delivered on the choices and reasoning made in developing the dashboard, and valuable next steps that could be taken.