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InetSoft Technology > Case Studies > Pentagon Technologies Streamlined their Sales Management Process with InetSoft’s BI Software
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Pentagon Technologies Streamlined their Sales Management Process with InetSoft’s BI Software

Technology Category
  • Analytics & Modeling - Real Time Analytics
Applicable Industries
  • Semiconductors
Applicable Functions
  • Sales & Marketing
Use Cases
  • Demand Planning & Forecasting
Services
  • Data Science Services
The Challenge
Pentagon Technologies needed to improve many operational aspects of its sales process that reporting and information management were a key part of. Prior to implementing the Style Report™ application of InetSoft’s Style Intelligence™ platform, simple databases had been created and were individually and manually accessed. Daily reports consisted of a spreadsheet that was converted to html for Web distribution. This labor-intensive process typically took 1-2 hours per day and when their analyst was out of the office, updates had to wait. Reporting errors were also a problem.
About The Customer
Pentagon Technologies (Pen-Tec) is a leading supplier of specialized products and services that improve the utilization, efficiency and life cycle of semiconductor manufacturing equipment. PenTec needed powerful on-demand data access and flexible reporting presentation capabilities to improve their sales operations process: workflow efficiency, data quality, and the interaction between sales and engineering functions. Evaluation criteria included running on the Linux OS, cross-platform data access with a zero-client option, and automated reporting capabilities. Most Importantly for Pentagon, the solution offered easy to design reports and reports that actually looked like the design, even when presented in a variety of formats.
The Solution
With a diverse computing environment, the solution had to run on Linux, Windows & Mac and be able access data from a wide variety of sources, formats and platforms. They needed a high performance system with flexible presentation capabilities to deliver hundreds of scheduled reports in a variety of formats every day. Pen-Tec needed to deliver these reports both internally and externally, via management dashboards and customer portals. And the solution had to be zero-client based in order to support hundreds of users around the world. InetSoft’s Style Report™ software delivered Pen-Tec the robust reporting solution they needed to support, grow, and differentiate their business.
Operational Impact
  • As a result of the implementation, IT resources have been re-assigned and now address other company resource needs.
  • Business managers have found it so easy to create their own reports and schedule them, etc, that they have become self-sufficient and expanded usage of the solution on their own.
  • The company has gained a better understanding of its sales process. Now people know which opportunities to work on, are able to prioritize efforts and increase efficiency immensely from end-to-end. The right people have a better ability to track opportunities and work them.
Quantitative Benefit
  • Currently 40-50 reports a day are automated. The next goal is to increase that to 200 a day.

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