Better board meetings with Mosaic
公司规模
200-1,000
地区
- America
国家
- United States
产品
- Mosaic
- Netsuite
- Salesforce
技术栈
- ETL
- Data Visualization
- Real-time Data Manipulation
实施规模
- Enterprise-wide Deployment
影响指标
- Customer Satisfaction
- Digital Expertise
- Productivity Improvements
技术
- 分析与建模 - 实时分析
- 应用基础设施与中间件 - 数据交换与集成
- 应用基础设施与中间件 - 数据可视化
适用行业
- Professional Service
- Software
适用功能
- 商业运营
- 销售与市场营销
用例
- 过程控制与优化
- 实时定位系统 (RTLS)
服务
- 软件设计与工程服务
- 系统集成
关于客户
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.
挑战
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.
解决方案
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.
运营影响
数量效益
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