AccountantsGilde opts for data-driven control, efficiency and overview

Introduction

Accountants Guild Background

Accountants Guild, the accounting firm based in Kampen, has a deep understanding of the daily challenges that SME entrepreneurs face. Their mission is clear: to help you navigate, decide, and account, day after day. Whether it's about maximizing returns, reducing tax burdens, or ensuring sustainable business operations, both for the company and for the entrepreneur himself.

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The challenge

Overview of projects

With the rapid growth that AccountantsGilde has experienced recently, maintaining an overview of project statuses has become a challenge. As an ambitious company, AccountantsGilde wants to get the most out of their systems and promote employee happiness. To make the working method future-proof again, AccountantsGilde decided to join forces with Flawless Workflow.

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The solution

Automated reports

The solution for AccountantsGilde came in the form of an automated Power BI ongoing work dashboard, seamlessly integrated with their CRM and project software, Simplicate.

This report always provides up-to-date insights into the progress of the work at AccountantsGilde. This eliminates time-consuming manual reporting processes and supports the office in delivering their value. This automation not only facilitates current activities, but also provides a solid basis for future growth and decision making.

To make effective use of Power BI, uses the Flawless Workflow BI roadmap. This starts with aligning goals, KPIs and design preferences. This step ensures that the final dashboards not only meet the expectations visually, but also provide the necessary insights. The next phase involves establishing a connection to Simplicate's API to access the data. It is important to assess and improve data quality before it is processed in Power BI to ensure the reliability of the information.

Once the data has been prepared, the focus is on setting up and fine-tuning visualizations within Power BI. This is about presenting data effectively, so that users can quickly and easily obtain the necessary insights. This requires a practical approach to be both informative and user-friendly.

As a final step, support is provided with the use of Power BI. This includes help navigating through the tool itself and the dashboards to ensure that users can work confidently with the tool and take full advantage of the data analysis capabilities that Power BI offers.

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Results

Insight, efficiency and control

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Clear dashboard

The customized Power BI dashboard has transformed how AccountantsGilde sees and understands their data. With intuitive visuals and automated data integration, the dashboard now provides a clear overview of the operational and financial KPIs surrounding the projects. For example, the dashboard always shows the project status of the ongoing projects at a glance. In addition, it is also immediately visible which projects require more attention because the lead time is increasing. This and other visualizations result in faster, more informed decision making.

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Automation and time savings

A significant advantage of our project is the automation of data processing. By eliminating manual processes, our Power BI dashboard has not only improved accuracy but also saved valuable hours. This time saving enables AccountantsGilde to focus on strategic goals and core activities, a shift that is already having positive effects on their business operations. This automation lays the foundation for a more efficient, data-driven future.

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Conclusion

Conclusion and outlook

The results of our Power BI dashboard project underline the effectiveness of our pragmatic and customer-focused approach. We strive to understand the unique challenges and needs of our customers and provide solutions that are both practical and impactful. The success of this project shows how a well-thought-out approach can result in clear and useful data visualizations and time-saving automation.

Our experience with this project confirms the importance of working closely with the customer and focusing on their specific needs. Through this approach, we have been able to consistently deliver relevant and valuable results. The positive feedback about the dashboard confirms that our methods are effective in achieving concrete improvements. This successful experience motivates us to keep refining our approach and committed to continuous improvement and innovation in all our projects.

We look forward to future projects where we can further apply our expertise and support our customers in their digital transformation and growth. This project is a step in the ongoing journey to deliver effective and customer-focused data solutions.

“Companies like Flawless play an essential role in deciphering complex data and clarifying insights. Through their contribution, the seemingly unfathomable world of data becomes understandable and useful, and that is a valuable asset for any organization.”

Jessie van de Velde-van den Beld | Accountants Guild