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Visma Enterprise AB using Visma Data Lake to build a Customer Insights Report



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In 2020 the customer data of Enterprise AB was very isolated, which made it difficult to get an overview of the status of the customers and it was time-consuming to collect all information. We were missing a way to combine the different perspectives of e.g. the NPS metrics (pNPS, rNPS, CSAT/tNPS) but also financial metrics on a customer level, to create a better understanding of our customers’ experiences.

The aim of this project was to create a dashboard so we internally are able to quickly get all information of the customer so that we can analyze which activities should be taken to give the customers a better service and also find upsell opportunities.

The project was executed by Management Trainee Moa Mahlberg with support from Customer Experience Manager Eeva Penttilä, Maria Didner from the CX Hub, and Rebecca Oskarsson from the Growth Support Hub as well as helpful colleagues all across the Visma organization

In the video, you hear from Marketing Manager Johanna Lepistö and Moa Mahlberg about the execution and outcomes of the finalized project.
Category
Management
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