Client Background
The client is a fast growing B2B SaaS company providing workflow and productivity software to mid sized and enterprise customers across multiple industries. With a subscription based revenue model and teams spread across sales, product, marketing, and customer success, the company relied heavily on metrics to track growth and performance.
As the customer base expanded and product usage increased, the SaaS platform generated large volumes of data from CRM systems, billing tools, product usage logs, and support platforms. While data was available, the organization struggled to turn it into consistent, timely insights for leadership and operational teams.
Challenges
Despite strong growth, the client faced several data related challenges
Manual Reporting Overload:
Weekly and monthly KPI reports were built manually using spreadsheets, consuming significant analyst time.
Disconnected Data Systems:
Sales, finance, product usage, and support data existed in separate tools with no unified view.
Inconsistent Metrics:
Different teams tracked KPIs differently, leading to confusion around metrics like MRR, churn, and activation rates.
Delayed Decision Making:
Leadership often received reports days or weeks late, limiting their ability to respond quickly to trends.
Solutions
Wisecor Transformations provided Data Consulting Services to streamline reporting and improve visibility
Data Assessment & Strategy:
Evaluated existing reporting processes, data sources, and KPI definitions to identify inefficiencies and gaps.
Unified Data Framework:
Recommended a centralized data model to integrate CRM, billing, product usage, and support data.
KPI & Dashboard Consulting:
Defined standardized SaaS KPIs such as MRR growth, churn rate, customer acquisition cost, and feature adoption, along with dashboard structures tailored for leadership and teams.
Reporting Automation Roadmap:
Designed an automation approach to replace manual spreadsheets with real time and scheduled dashboards.
Governance & Metric Consistency:
Established guidelines to ensure consistent KPI definitions, access control, and scalable reporting practices.
Results / Impact
Through Wisecor’s Data Consulting Services, the client achieved.
Technology Stack
(Consulted & Recommended)
Cloud Data Warehouse
SaaS KPI Frameworks
Data Governance & Access Controls
Client Testimonial
Wisecor Transformations helps SaaS companies unlock actionable insights from their data. From KPI consulting to scalable analytics foundations, we help growing SaaS businesses operate smarter and faster with data driven strategies.
From data consulting to advanced analytics, we guide businesses to achieve clarity, efficiency, and growth with data-driven strategies.