DAK Klantbeeld
We assisted in the design and development of a dashboard that provides a clear customer overview for the services within DAK, offering a streamlined view for various internal departments.
What was the question?
Some DAK employees have already followed a Power BI bootcamp at DATA KINGDOM. However, the management team was promised a dashboard before a certain deadline. In the short time that was still available, this was not feasible to have the dashboard developed internally. DATA KINGDOM has therefore helped with the design and development of the dashboard of one clear customer view for the various services within DAK.
What are we looking at?
Data from:
Various internal systems
For example:
General customer information
Number of insurance policies
Possible areas for improvement for DAK services
The services purchased
Whichever competitors the customers also purchase services from
What is the added value of the dashboard?
DAK has different services, which means that the different departments also focus on their own services. However, there was no overview in which management got a single picture of the customer and the services used. With the DAK Customer View dashboard, account managers can respond better to the needs of the customer, in order to increase the number of policies that are purchased via DAK. DAK is now king of their own data!
How do we work?
To ensure that your finance dashboard perfectly aligns with your organization’s needs, we follow a carefully structured process:
Data Strategy Session: In this session, we focus on gathering insights. What is the company’s overall strategy? Is there a data strategy in place? What are the key KPIs and their definitions? Which data sources are available? Together, we discuss the design requirements for the dashboard.
Inspiration Session: Using the input from the Data Strategy session, we create an inspiration dashboard based on dummy data. During the inspiration session, we present the dashboard and refine the requirements and definitions further based on feedback from the Data Strategy session.
Implementation: We then proceed with connecting the necessary data sources (source systems, databases, Excel, APIs), modeling, visualizing, setting up governance, and providing training. Most importantly, we work together to ensure that data-driven decision-making is embraced throughout the organization.
