ThirdWay Transformed Business Insights with Power BI Implementation

ThirdWay began their journey with Kerv with strong processes and a solid understanding of Dynamics 365 but wanted to take their CRM management to the next level.

Despite seamless transactional workflows handled on their CRM, ThirdWay still lacked high-level visibility that was essential to measure performance across the organisation that would help them improve customer service. To bridge this gap, ThirdWay needed a robust data and analytics platform that could deliver deep insights and support smarter decision-making.

Enter Kerv…

Kerv were able to implement an Azure Data Platform and Power BI solution that gave ThirdWay the visibility they needed. The result? A powerful, scalable analytics foundation that allowed ThirdWay to use raw data to inform decisions, driving better outcomes for the business and their customers.

The application of Power BI into the organisation has given ThirdWay a completely seamless Microsoft solution, and a powerful data and analytics platform to build on as the business grows.

With a robust CRM delivering results, ThirdWay was a step ahead of the curve, but struggled when it came to measuring performance across the organisation.

Although they had Power BI in place, their previous implementation meant that the platform wasn’t meeting the needs of the team. Teams were stuck manually creating reports, eating up time, money and resource, resulting in frustration at the top and lost opportunities.

ThirdWay knew Power BI had the potential to transform their reporting, but they needed the right partner to unlock it. They approached Kerv with three desired outcomes for a new solution:

• Automated reporting
• ASI-driven business insight
• Efficient and timely Power BI implementation

Knowing the benefits of having a powerful data and analytics solution, the business was eager to automate the reporting process and start seeing more from their data.

Having worked with ThirdWay on a previous data audit, Kerv knew the business and kept it simple from day one; no jargon, just clear plans and practical solutions.

Starting with an audit of ThirdWay’s existing Power BI setup, we found the platform had been implemented in a way that simply wasn’t fit for purpose. So, we shifted gears and began a completely new implementation of a tailored Azure Data Platform and Power BI solution that worked for everyone on the team.

Kerv approached this new implementation in a 3-Sprint turnaround that took just 6 weeks.

• Sprint Zero: We gathered detailed requirements based off the existing setup of ThirdWay’s Power BI
• Sprint one: We built a new solution from the ground up. It took just three weeks to deliver Managing Director-level analytics across four entities.
• Sprint two: With a solid foundation in place, we were able to expand the solution to include departmental reporting and entity-level KPIs.

ThirdWay finally had the data platform they needed, and a partner they could count on!

Inciper (now Kerv) supplied consultancy and technical expertise to run alongside the business expertise ThirdWay already had. It was a collaborative partnership to come up with the right size and right fit solution for the business.

With Kerv’s implementation of Azure and Power BI, ThirdWay are now able to see the bigger picture with real-time performance insights across the business. Alongside this, the team no longer spend hours manually building reports, due to automated reporting with up-to-date insights whenever they’re needed and all internal systems now feed into a centralised, robust Azure Data Platform, ready to scale if needed.

The impact of these changes was immediate. Analytics became woven into ThirdWay’s DNA, using real-time data to make business decisions!

With Kerv’s ongoing support, ThirdWay can relax, ensured that their analytics platform continues to evolve and eliver value at every stage.

ThirdWay is now able to visualise business insights and make better, more intelligent decisions based on real data.”