AxxonSys

BACKGROUND

Please describe your company and position.

I am the Senior Vice President of Sky the Web

Describe what your company does in a single sentence.

Retail Products

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire AxxonSys to accomplish?

• Identify and Integrate Data Sources
• Financial, Sales & Expense Dashboard

SOLUTION

How did you find AxxonSys?

Online Search

Why did you select AxxonSys over others?

• Close to my geographic location
• Pricing fit our budget
• Company values aligned

How many teammates from AxxonSys were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

1. Overview Dashboard: 
   1. Provide an executive summary view with key metrics such as total revenue, expenses, profit margins, and sales performance. 
   2. Include visualizations like line charts, bar graphs, and pie charts to present this data in an easily digestible format. 
2. Financial Metrics: 
   1. Include detailed financial metrics such as revenue, net income, gross profit margin, operating expenses, and EBITDA. 
   2. Allow for comparison of financial performance across different time periods (e.g., month-over-month, year-over-year). 
   3. Provide drill-down capabilities to analyze financial data at different levels of granularity (e.g., by product, region, or customer segment). 
3. Sales Performance: 
   1. Display sales metrics including total sales, average order value, sales growth rate, and customer acquisition trends. 
   2. Enable visualization of sales data by product category, sales channel, geographic region, and customer segment. 
   3. Incorporate forecasting capabilities to predict future sales trends based on historical data and market conditions. 
4. Expense Tracking: 
   1. Present detailed expense breakdowns including fixed costs, variable costs, and discretionary spending. 
   2. Allow users to monitor expense trends over time and identify areas of cost savings or efficiency improvements. 
   3. Include visualizations to compare budgeted vs. actual expenses and variance analysis. 
5. Data Integration: 
   1. Integrate data from multiple sources such as accounting software (e.g., QuickBooks, Xero), CRM systems (e.g., Salesforce), and ERP systems. 
   2. Ensure data accuracy and consistency through automated data refreshes and data cleansing processes. 
6. User Accessibility: 
   1. Design the dashboard to be user-friendly and intuitive, with interactive features such as filters, slicers, and drill-through capabilities.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

1. Financial Performance Improvement: 
   1. Increase in revenue: Measure the percentage increase in total revenue compared to the baseline period before implementing the dashboard. 
   2. Improved profit margins: Track the percentage increase in gross profit margin or net profit margin resulting from better expense management and sales optimization. 
   3. Reduction in operating expenses: Quantify the decrease in operating expenses as a percentage of revenue, indicating improved efficiency and cost control. 
2. Sales Growth and Efficiency: 
   1. Increase in sales volume: Measure the percentage increase in total sales volume or number of units sold over time. 
   2. Higher average order value: Track the average order value (AOV) and monitor improvements resulting from upselling/cross-selling strategies or targeted promotions. 
   3. Faster sales cycle: Measure the average duration of the sales cycle before and after implementing the dashboard, aiming for a reduction in cycle time. 
3. Expense Management Effectiveness: 
   1. Cost savings: Quantify the amount of cost savings achieved through better expense tracking, budget adherence, and identification of cost reduction opportunities. 
   2. Reduction in overhead costs: Measure the decrease in fixed and variable overhead costs as a percentage of total expenses, indicating improved operational efficiency.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes they reviewed the project timeline and compare it to the actual delivery dates of milestones and deliverables. One thing is best about them is they show progress in every meeting and take our feedbacks. That is why Project was delivered on time.

What was your primary form of communication with AxxonSys?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

I was impressed by their professionalism in requirement gathering and overall project planning, technical team was professional.

Are there any areas for improvement or something AxxonSys could have done differently?

There's always a gap for improvement, but I will give them 5 star for their service and timely delivery.