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Case study

End-to-end Digital Transformation of a B2B Advertising and PR Firm5.0 rating5 Stars Rated On Clutch

Advertising and PR Firm

Industry

Media & Entertainment

Services Used

Azure Data Engineering, Digital Transformation, ETL, Power BI, Tableau

Region

Asia-Pacific

Engagement Model

End to End Project Lifecycle Management

Function/Department

Accounting and Finance, Advertising and Communications, Customer Service and Support, Financial Planning and Analysis (FP&A), Marketing and Branding, Sales and Business Development, Strategy and Planning

Summarize with AI:

About Client

  • A multinational B2B advertising and PR agency headquartered in Tokyo, Japan.
  • With a remarkable legacy of 100+ years, the company has evolved into one of the largest and most influential advertising agencies globally, ranking among the world’s top 10 largest advertising agency networks in terms of annual revenues.
  • Content marketing, commercials, campaigns, CXM, and Media Relations are some of the major forte of the agency.

Problem STATEMENT

Before hopping into the project, the client highlighted these many problems in their data management system:

  • Lack of Data Insights:

    The client faced difficulties gaining a comprehensive view of ongoing projects due to scattered data across various departments and locations, impacting their ability to derive meaningful insights.

  • Manual Reporting:

    The manual data entry and reporting system led to delays, errors, and a lack of prompt access to critical information.

  • Un-informed Decision Making:

    The absence of real-time data was a huge concern, resulting in inconsistent decision-making based on outdated or incomplete information, leading to operational inefficiencies.

  • Financial Monitoring:

    The client struggled with the absence of real-time financial monitoring, hindering their ability to accurately forecast future financial performance and make informed financial decisions.

Solution

To tackle the highlighted concerns, our team of data experts implemented a comprehensive analytics solution. We wanted to organize their data sources, automate reports, get instant insights, and help them make data-driven decisions.

Data Integration and ETL (Extract, Transform, Load)

  • We deployed ETL processes to collect and integrate data from diverse sources, such as project management tools, financial systems, and resource tracking. This ensured the extraction, transformation, and loading of data into a centralized warehouse, maintaining optimum consistency.

Centralized Data Storage

  • We consolidated data from various sources and formats into a centralized data warehouse, ensuring uniformity and precision in data representation.

Data Visualization

  • Our team developed data visualization tools and multiple Power BI dashboards to gain real-time insights, enabling stakeholders to quickly access information from multiple sources at once.

  • Account Dashboard: Created an overview dashboard showcasing forecasted and actual hours by account, using visuals like bar charts, line graphs, and tables.

  • Resource Dashboard: Developed a resource dashboard allowing users to view forecasted and actual hours by resource, with multiple filter options for resource selection.

  • Service Line Dashboard: Established a dashboard to overview data by service line, offering users insights into forecasted and actual hours for different service lines.

  • Pipeline Demand Dashboard: Constructed a pipeline demand dashboard presenting insights into project pipelines, including demand forecasts and actuals, using stacked bar charts and tables.

  • Hours By Pyramid and Location Dashboard: Built a dashboard showcasing hour-by pyramid and location, including maps, geographic heatmaps, and hierarchical pyramid visualizations.

Automated Reporting

  • Our team replaced manual data entry with automated reporting systems, generating reports on a strict schedule to reduce errors and delays.

Analytics Tools

  • We implemented advanced analytics tools to provide in-depth insights into the company’s operations, supporting prompt and informed decision-making.

Financial Forecasting Models

  • Our data scientists and financial experts collaborated to develop forecasting models that accurately predicted future financial performance based on real-time data.

Business Impact

The adoption of automated reporting methods and implementation of multiple Power BI dashboards for timely insights resulted in an end-to-end digital transformation of the agency’s operations.

  • Enhanced Visibility: Real-time dashboards streamlined project oversight, and resource allocation, and reduced bottlenecks for improved efficiency.

  • Improved Decision-Making: Data-driven decisions optimized resource allocation, leading to enhanced project timelines and more effective management.

  • No manual errors: Automation in data processes and reporting improved accuracy, minimizing errors and positively impacting overall operational efficiency.

  • Customer Satisfaction: Immediate access to support ticket data enabled quicker issue resolution, elevating customer satisfaction and increasing the retention rate.

  • Cost Savings: Optimized processes not only achieved cost savings and better returns but also contributed towards sustained business growth.

All-in-all, we helped the ad agency with a complete data transformation by using live reporting via Power BI dashboards. This led to improved efficiency, better decision-making, and reduced manual errors. The technologies used by our experts, including SQL Server and Power BI, played a key role in achieving the desired results.

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Frequently Asked Questions(FAQs)

How do I know if a solution like this is right for my business?

A solution like this is a good fit if your teams spend more time collecting and reconciling data than acting on it, if reports from different departments do not match, or if decisions depend on delayed or manual reporting. It also fits when your data is growing in volume or sources, and your current setup struggles to keep up.

DataToBiz starts with a discovery call to review your goals, data sources, and reporting gaps. You get a clear view of the expected outcomes, effort, and timeline before any commitment.

Can DataToBiz customize the solution for my industry and current data setup?

Yes. Every solution DataToBiz delivers is configured around your industry, business processes, and existing data environment. The team assesses your current systems, data quality, and reporting needs first, then designs a solution that works with what you already have instead of replacing it. This applies across industries such as manufacturing, retail, healthcare, finance, and logistics, and across setups ranging from legacy databases to cloud data platforms.

Which tools, platforms, and data sources does DataToBiz work with?

DataToBiz works across the major analytics, cloud, and data engineering stacks. For BI and visualization, this includes Power BI, Tableau, and Looker. For cloud platforms, it includes Microsoft Azure, AWS, and Google Cloud. For data warehousing and processing, it includes Snowflake, Databricks, and SQL-based databases. Data sources include ERP and CRM systems, spreadsheets, APIs, IoT and sensor data, and third-party applications.

If your stack includes a tool not listed here, the team can assess compatibility during discovery.

How long does a project like this take with DataToBiz?

Most projects with DataToBiz take from a few weeks to a few months. The timeline depends on how ready your data infrastructure is for the initiative and how many systems need to connect. Smaller solutions go live quickly, while larger programs roll out in phases so you see value early. After an initial discovery call, you receive a timeline with clear milestones.

How does DataToBiz keep my data secure and compliant during the entire engagement?

Security and governance is part of the plan from the first conversation. DataToBiz works within your security policies and follows the regulations that apply to your industry. The project usually Access stays limited to the people who need it, and confidentiality terms cover the engagement from kickoff to handover.

What support and results can I expect after the solution goes live?

The work does not stop at go-live. Your team gets a proper handover and guidance on using the solution, and DataToBiz stays available for questions and improvements. The business impact of the project is measured against the goals set at the start, so you can see exactly what changed for your company.

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