Most organizations are sitting on a goldmine of information, from customer purchase histories, to product profitability data. Those who can use data to their advantage will win. But it is often challenging to get access to all of your data—let alone to analyze it and generate business insights. Now your employees can use familiar tools like Microsoft Excel to access, view, and analyze business information, and to generate insights that will help grow and differentiate your business—without having to learn new skills and software.
Discover and combine multiple sources of data
The first step to unlocking data value is getting visibility into all your data. But for most businesses, data is distributed in disparate systems across their organization—for example, sales data residing in a CRM database, while customer purchasing history is located in an accounting application.
Now, with Power Query in Excel and Office 365, combined access to data from multiple sources is not only a reality—it’s easy. Using functionality in Excel, you can quickly discover, combine, and refine nearly any data from within your organization or beyond. With Power Query, you can connect to and combine data from a wide range of sources from within the familiar tool of choice for consuming and manipulating data—Microsoft Excel.
Make sense of your data
Having access to data is one thing. But your employees need to easily gain insights from data to drive better business decisions in their day-to-day activities. This is business intelligence, or “BI,” and for many small and midsize businesses, it feels out of reach as they deal with the more pressing matters of the day.
Now everyone in your organization can visualize and analyze data within the familiarity of Microsoft Office. Your employees can easily create and customize rich, interactive dashboards and reports, giving your business the edge to capitalize on new opportunities before the competition does.
For example, Microsoft offers an easy-to-use tool called Power View, built-in to Excel, that makes it simple to create rich, interactive dashboards, reports, and visualizations. You can create a custom dashboard for your combined view of customer data and product profitability to track and monitor opportunities—ensuring that you and your employees are always informed and making the best decisions with complete and up-to-date information. With better insight, you can act on opportunities faster than your competition, enabling you to win new sales and deepen relationships with your most profitable customers.
Share insights to make faster, better-informed decisions
Once you’ve gained new insights, you can share them to benefit the entire organization. With Microsoft BI, using tools like Excel and SharePoint, you can incorporate business intelligence into the day-to-day collaborative activities of your employees. They can easily publish dashboards and reports for access and customization by others—and you have the administrative control to limit access to the right people.
Once employees have accessed, combined, and refined new data sets, they can easily publish them so others in the organization can find them. For example, you can publish a “Top 10 customer list” that can be found by others in your organization to access and modify for their own purposes.
Between our Microsoft certified trainers and expert consultants you can rest assured that Springhouse is the right choice for creating a solution for you to better compete and win new business!