Case Study: DialSource improves board reporting and internal benchmarking with OPEXEngine BenchmarkEngine

DialSource Uses the BenchmarkEngine™ In Planning Process

DialSource, a sales automation platform for Salesforce and Microsoft Dynamics users, needed better comparable data to understand how its performance stacked up against similar companies. As a small private company, DialSource found it challenging to benchmark itself against peers and wanted clearer insight into its strengths and weaknesses. It turned to OPEXEngine and its BenchmarkEngine™ for this purpose.

Using OPEXEngine’s BenchmarkEngine™, DialSource compares itself against peer, larger growth-stage, and public companies, and uses the benchmark data both for board reporting and for internal reviews with department managers. The solution helps the company put KPIs and financial performance into context and improves planning by showing where advantages and disadvantages lie. While no specific numeric results were provided, DialSource reported that OPEXEngine’s benchmarking has been valuable in strengthening board discussions and departmental performance management.

DialSource

Andrew Setness

Controller