Client 1 - Health and Nutrition Services Industry

One of our client specialises in comprehensive healthcare programs that provide personalised, one-on-one support from top-tier health experts and professionals. The client used a range of solutions, including HubSpot and Healthie, as well as various tools for calendars, payments, communication, and administrative tasks. They also relied heavily on Excel for a large part of their operations.

The problem statement was centred around how they can utilise data to do the following:

• Track their overall sales engagement through analytics and improve their client experience
• Use analytics to understand the effectiveness of their payments process and clients.
• Modernise their management information reporting from spreadsheets to data visualisation tools