Case Studies > Better board meetings with Mosaic

Better board meetings with Mosaic

Company Size

200-1,000

Region

America

Country

United States

Product

Mosaic
Netsuite
Salesforce

Tech Stack

ETL
Data Visualization
Real-time Data Manipulation

Implementation Scale

Enterprise-wide Deployment

Impact Metrics

Customer Satisfaction
Digital Expertise
Productivity Improvements

Technology Category

Analytics & Modeling - Real Time Analytics
Application Infrastructure & Middleware - Data Exchange & Integration
Application Infrastructure & Middleware - Data Visualization

Applicable Industries

Professional Service
Software

Applicable Functions

Business Operation
Sales & Marketing

Use Cases

Process Control & Optimization
Real-Time Location System (RTLS)

Services

Software Design & Engineering Services
System Integration

About The Customer

Gem is a company focused on building talent acquisition solutions that reflect their values of customer-centricity, transparency, speed, and diversity. They aim to optimize relationships between recruiters and top talent by providing software specifically designed for recruiters. This software automates tasks, tracks touchpoints, shows pipeline views, and offers analytics for forecasting hires. Gem is on a mission to build the operating system to power modern recruiting, recognizing that managing and nurturing relationships with top talent requires more than just a spreadsheet. They are committed to providing recruiting teams with the tools they need to succeed in a competitive market.

The Challenge

Board meetings are a chance to review company performance, measure KPIs and set strategy. They are vital for addressing issues affecting growth and help bring the future of a company to light. In turn, they also require weeks of preparation pulling together and analyzing information from different departments often through lengthy cycles and disconnected data. Gem’s hypergrowth trajectory meant that sales, finance, and the board needed to be in sync often so the business could continue to scale quickly. The challenge was making sure the effort to keep everyone in sync didn’t derail their focus. Every quarter, Gem’s finance and sales org (like so many others) would lock down in a war room for two weeks to prepare their board materials. While critical to their success, this process became a repetitive, time-consuming task, stealing focus and capacity away from forward-looking initiatives to help the business grow. Gem needed a way to generate faster insights to reduce the time it took to create board materials. They also wanted a way to come out of the board meeting with fewer questions and more on-the-spot answers not possible via spreadsheets, so they could absorb the strategic value of live feedback.

The Solution

The first step in accelerating their board prep planning process was ensuring the data across sales and finance was easily accessible from one central location. With Mosaics’ effortless ETL capability, Gem was able to connect their Netsuite and Salesforce data without the pain of data wrangling and copy-paste errors. This shaved off hours of manual work and gave them the ability to access cross-departmental insights with a few clicks, not across tabs and tools. The second step was automating the GTM analytics the board needed to make decisions, such as retention, new business, and CAC. The finance team was consolidating, analyzing, and cross-checking changes, then designing slides through a painstaking process prior to each session. With the help of Mosaic’s analysis canvas—a collaborative, real-time data manipulation and visualization tool—the Gem team was able to automatically generate the insights they wanted to present to the board so they could focus on the story behind the numbers. With the above in place, sales and finance could confidently answer on-the-spot questions. Last-minute inquiries (like changes in the Sales pipeline) could be refreshed in real-time and insights could be discussed during the session helping stakeholders make better decisions.

Operational Impact

The team was able to connect their sales and finance workflows leading to a stronger and more agile relationship between the two teams.
They were also able to reduce the time it took to jointly plan for board meetings by automating much of the consolidation and analysis process so they could dive deeper into the insights.
Gem believes in better tools for talent relationships and acquisition. They now apply the same philosophy to their finances as they do their business - moving beyond manual work and into a world where business tools are there to help accelerate scale.
Gem is now able to view GTM metrics in one place, accelerating sales and finance collaboration.
They can expedite the board planning & reporting process to focus on the story and report to investors with more accurate and elegant visuals, in real-time.

Quantitative Benefit