Case Study: a confidential customer experience client improves cash flow forecasting with Onebridge

Confidential Client - Customer Experience narrows KPIs from 70 to 19 with Onebridge

The customer, a confidential client in the customer experience sector, faced a challenge where its finance department was mired in manual Excel work and lacked standardized KPIs, preventing it from gaining clear insight into cash flow and the order-to-cash process. Onebridge was engaged to provide advanced analytics services to address these issues.

Onebridge helped the client develop foundational, clearly defined KPIs and implemented Tableau for data visualizations with real-time reporting from Salesforce. This solution enabled the client's first steps toward predictive analytics, significantly narrowing their KPIs from 70 to 19. As a result, Onebridge helped the client predict cash flow and eliminate overnight loans, saving a significant amount in interest. The client also created a new department dedicated to data quality based on the engagement.