Digital Transformation Initiative
In this solution briefing we will explore how a client overcame backlogs and lost opportunities with a Digital Transformation Initiative.
AMS Briefing Code: 735
Briefing Description
Digital Transformation crosses all aspects of an organization, and the sales data management area is a key to the analytics needed to make decisions. AMS was called upon to assist leadership with the initial project definition for a digital transformation of the sales and data management group.
You can explore more briefings in our full Solution Briefing Catalog, view our clients and industries, or Contact Us to discuss your unique interests.
Client
The client is one of the leading insurance companies in the world with offices located regionally and leveraging a broker network to sell its services.
Challenge
The client was in need of a sales management structure that would allow for real time data collection from sales performance metrics and then help regional sales managers to translate that data into usable information. Ultimately, the company wanted to increase sales production through the utilization of best practice and technology.
Solution
AMS created a current state model for the management team to leverage while assessing the data that was useful to them. This data was then examined and aligned with critical success factors for both the management team and sales staff. AMS was able to identify redundant process and measurement criteria that enabled the team to reduce double work and the amount of data they had to evaluate each day. AMS then designed a dashboard that ran behind their Outlook interface which contained the best practice, current sales goals and upcoming promotions.
Benefits
The organization benefited from having all critical decision making and sales goal data accessible in one place. This resulted in more accurate assessment of markets and ultimately, salesperson productivity.
Client-Centric Engagement Models
By leveraging our collaborative engagement models, we partner with our clients to understand their unique needs through formal data collection, rigorous gap analysis, and solution customization. This methodical approach leads to high-impact solutions, rendering “leave behind” value that our clients measure in sustainable performance improvement. Watch a brief video describing the model. Learn More>>
Join the ranks of leading organizations that have partnered with AMS to drive innovation, improve performance, and achieve sustainable success. Let’s transform together, your journey to excellence starts here.