Case Study: Altaworx achieves $40,000 recovered cash flow and an optimized revenue funnel with Grow.com

Altaworx - Customer Case Study

Altaworx, a carrier services company connecting people across the U.S., asked Director of Finance and Automation Forrest Derr to build customizable dashboards to keep pace with rapidly changing metric definitions. The challenge was that the required level of customization would have meant heavy coding and ongoing IT expense to maintain accurate, up-to-date reports.

By adopting Grow BI — pulling data from Google Analytics, Sheets, HubSpot, QuickBooks Online, Microsoft SQL Server and FTP/SFTP — Altaworx created flexible, company-wide dashboards (displayed on office TVs) and a custom accounts-receivable metric that helped an AR rep recover $40,000 in 60 days. The visibility also revealed margin issues that shifted marketing to higher-margin products, streamlined processes, and improved revenue optimization without costly IT overhead.

AltaWorx

Forrest Derr

Director of Finance and Automation