Problem

Our client, a leading organization in the customer service industry, was struggling to identify customer loyalty and track performance over time. They needed a solution that would provide comprehensive analysis and actionable insights to guide strategic decision-making.

Their existing system lacked the ability to generate quarterly CAS numbers, YTD figures, and trend analysis. This made it difficult for the division to address these problems and improve customer allegiance, which ultimately impacted their business success.

Key Approach

Leveraged Power Automate (formerly Microsoft Flow) to create automated workflows based on events or triggers in your Power BI data.
leveraged Power BI Embedded to integrate Power BI content onto Confluence Website, providing a consistent and unified user experience.
Gathered data from multiple sources using advanced analytics tools.

Solution

To solve our client's problem, I developed a custom customer allegiance (CAS) report that included CAS by region and survey type. The report provided quarterly CAS numbers, YTD figures, and trend analysis.

I used advanced data analytics skills and PowerBi to gather data from multiple sources and generate comprehensive reports. I worked closely with the client to understand their specific needs and tailor the reports accordingly. We also provided training sessions to ensure that the client's team could use the reports effectively.

The customer allegiance report now demonstrates how fostering customer loyalty translates into tangible business results. The insights and trend analysis provided in the report contribute to more informed decision-making. The report showcases efforts to measure and enhance customer allegiance. Clients can witness the positive impact of implemented strategies, resulting in a measurable increase in customer loyalty. Clients can observe the correlation between improved customer allegiance and increased revenue generation.

DAX

Calculated measures for CAS score and YTD, QTD scores.

Dashboard

Impact

Improved customer loyalty by 9%.
Increased revenue by 12%.
Streamlined decision-making process.

Actionable Insights Drive Strategic Decision-Making for Leading Customer Servic