With a heritage dating backover 25 years, Blackfinch are investment specialists with a focus on sustainability. Their services encompass investment strategy and management supplemented with extensive adviser support and a focus on delivering value through expertise and a high-quality service.
Blackfinch were utilising PowerBI for MI reporting but were struggling with data accuracy across disparatedata sources. It was not possiblefor users to self-servetheir reportingneeds, nor was it possible to obtain clear & actionable insight from the data.
Blackfinch engaged Altus Consulting to build a new Data Platform architecture & reporting solution which would enabletheir sales team to view their accounts, targets, opportunities, pipeline cases and investments complete with trend analysis vs prior performance.
Working with experts from across the business, Altus ran workshops to understand the end-to-end sales process and the systems used to support the variety of sales activity tasks Blackfinch perform.
Through this business-wide engagement we were able to gain an understanding of the meaning of the sales data. We worked collaboratively to agree a scope and baseline set of requirements. A plan was then drawn up to track progress throughout the engagement. Altus & Blackfinch worked together to recruit a technical specialist to support the data platform once the engagement concluded.
We ran daily stand-ups where we were able to obtain client feedback on the dashboard development. This enabled us to obtain timely feedback so that we could iterate improvements over and above the specified requirements.
Over a 12-week period we delivered half a dozen new dashboards drawing data from 3 different databases & various Excel spreadsheets.
The Blackfinch sales team now have accurate, timely & informativeMI which will help them understand how they areperforming againsttheir sales targets.
Altus facilitated the handover of a fully documented & extensible data platform to Blackfinch IS & BAU teams to ensure they have the internal capability to support the platform going forward.
