The way forward
The client views HGS as a valued, integral transformation partner. While CRM data is currently manually fed into the system, HGS will soon have direct access to their data – enabling real-time reporting rather than near real-time.
The PULSE dashboard houses all the information regarding the partnership including invoices, contracts, QBR reports, acting like a one-stop destination for anything dealing with HGS (see figure 2).
The future roadmap includes adding data from an E-commerce tool into the portal for better insights into the client’s sales data. The more data sets that are added to the platform, the better the client will be able to understand the 360-view of the customer that helps with improved customer satisfaction and higher revenue.