Case Study · Altair Global

Streamlining Altair Global's Reporting Process with Salesforce Dashboards

A custom Salesforce dashboard eliminated the stressful two-week scramble before every board meeting.

Problem

Altair Global, a Dallas-based mobility provider, faced challenges in conveying quarterly and year-to-date metrics to its Board of Directors.
The Senior Vice President of Sales and Marketing experienced a stressful rush two weeks before each meeting to gather, compile, and present the necessary data.
This chaotic process hindered efficient communication and decision-making for the Board.

Action

As Salesforce Administrator and Business Analyst, collaborated with key stakeholders to understand the specific requirements and expectations for the Board's metrics.
Conducted a thorough assessment to identify the critical data and metrics needed for effective presentations.
Developed a custom Salesforce dashboard tailored to Altair Global's needs, featuring multiple charts and graphs showcasing real-time metrics aligned with the Board's interests.
Ensured the dashboard provided an on-demand, dynamic resource for up-to-date information, eliminating the need for last-minute data compilation.

Result

Significantly improved Altair Global's reporting efficiency with a custom Salesforce dashboard that streamlined the data presentation process.
The frantic two-week period before each Board meeting was virtually eliminated, transforming preparation into a stress-free, efficient task.
Real-time data and insights enabled more informed decision-making by the leadership team.
The Board of Directors gained a clear and comprehensive view of the company's performance, improving the quality and clarity of communication.

See the work

The actual pieces from this project.

Ads, brand work, video, and documents produced for this engagement live on the portfolio page. Altair Global: Board Reporting Dashboard