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BOCARDI DATA+INSIGHTS

Solutions

Six fronts, one question: what needs to be decided?

Each solution starts from a management question, organizes the data it needs and delivers a reading that shows where to act.

Sales and targets

  • Sales and targets
  • Customer base and coverage
  • Mix and profitability
  • Opportunities by customer
What's the problem?
Which reps, products and customers explain this month's result?
How does the analysis help?
Targets, customer base, mix, active accounts and profitability by rep and by customer in a single view.
Which decision does it enable?
Where to focus sales effort before month-end.

P&L and cash

  • Management P&L
  • Cash flow
  • Costs and margin
  • Budget and variances
What's the problem?
The company sells a lot — but does it know how much is really left?
How does the analysis help?
Management P&L, cash flow, costs, margin and budget variances under the same rules every month.
Which decision does it enable?
Which costs and revenue lines to review first.

Customers and churn

  • Recency and frequency
  • Retention
  • Inactivity risk
  • Win-back
What's the problem?
Which customers are buying less before they become a loss?
How does the analysis help?
Purchase frequency, recency and value to spot a cooling customer base early.
Which decision does it enable?
Whom to win back, with what priority and which offer.

Inventory and stock-outs

  • Turnover and coverage
  • Idle products
  • Stock-outs
  • Purchasing and suppliers
What's the problem?
How much capital is sitting in stock, and where is product missing?
How does the analysis help?
Turnover, coverage, idle items and stock-outs by product, branch and supplier.
Which decision does it enable?
What to buy, what to hold and what to clear.

Logistics and operations

  • Lead times and OTIF
  • Capacity
  • Quality and losses
  • Productivity
What's the problem?
Where are lead times, capacity and productivity suffering?
How does the analysis help?
Delivery times, OTIF, capacity, quality and productivity with the bottleneck in plain sight.
Which decision does it enable?
Which bottleneck to tackle first and with what impact.

360º executive view

  • Integrated indicators
  • Trends
  • Risks
  • Priorities
What's the problem?
Does your company know where it's making and losing money?
How does the analysis help?
An integrated view of sales, finance, customers and operations, with prioritized trends and risks.
Which decision does it enable?
The priorities for the next board meeting.

From raw data to decision

  1. 01

    Diagnosis

    Understand which decisions need support, the available sources and the business questions.

  2. 02

    Integration

    Bring ERP, spreadsheets, SQL and other systems into an organized, reliable base.

  3. 03

    Model

    Build calculation rules and indicators with a single definition for everyone.

  4. 04

    Experience

    Design screens that show priorities clearly, without chart overload.

  5. 05

    Evolution

    Track usage, refine indicators and expand the scope as the business requires.

Shall we turn your next decision into a reliable analysis?

Tell us the challenge. We'll figure out which indicators support your next decision.

Talk about the project