01
The situation
A CRM shows the pipeline as it is today. It does not show how deals moved, slipped or grew over time, which is what leadership needs to judge a forecast.
Case study · Seequent
The first true view of the sales pipeline over time
Snapshot reporting that showed leadership how the pipeline moved, plus 18 days of reporting a year cut to 6 hours.
18 days to 6 hoursa year of billing reports, automated
- Organisation
- Seequent, the global geoscience software company, now part of Bentley Systems
- Role
- Senior Analyst, contract
- Years
- 2021 to 2022
- Worked with
- The executive leadership team, and engineering and spatial specialists
02
What was built
James built snapshot-based reporting on a new BigQuery data model, giving the company its first longitudinal view of Salesforce opportunities. He did every step himself, from the post-ETL logic and snapshot views to the Power BI presentation.
He also automated a set of financial billing reports.
03
The result
The pipeline view was adopted by the CEO and CFO. The billing report set went from 18 days of work a year to 6 hours.
I worked with James at Seequent. James is a teammate who is always available to help, and mentor his colleagues. He was particularly helpful in assisting the team with technical skills, and task automation.
From recommendations on James’s LinkedIn profile.
This work was done by James Graham as an employee or contractor before Crucible was formed. It is described from public information, and it is not presented as Crucible client work.
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