Client Experience

Facing the challenge of outdated, decade-old sales reporting, Olmstead partnered with the client to update their reporting capabilities. By transitioning from SQL Server Reporting Services (SSRS) to Tableau and harnessing the power of Snowflake, we delivered advanced, interactive dashboards and reports that transformed data into actionable insights. Optimized data structures and streamlined calculations resolved transparency gaps, enhanced query performance, and provided increased clarity. These modern tools empowered sales teams across multiple channels, driving smarter decisions and significantly improving efficiency and impact.

Olmstead was engaged to evaluate, recommend, and deliver a new reporting platform. Our team designed and delivered a fully integrated and dedicated data management solution to connect several structured and unstructured data sources. The Olmstead team managed the design and development of the reporting mart that automated the data feed for client reports. We also designed end-to-end workflows for data transportation, report creation and approval, report delivery, and storage. The new platform improved the development and delivery of client materials in terms of accuracy, automation, and delivery time (10 days to 3). 

The client was seeking a consulting firm with deep expertise in complex account structures to analyze the current state of their account master, assess data gaps and deficiencies, unwind complexities, and formulate a plan to ready their account master to support the implementation of an IBOR platform. Olmstead completed a mastering initiative that improved information structure, governance, and data trustworthiness. The project significantly reduced risks of new client onboarding, reduced processing delays, and improved reporting accuracy.

The client was struggling with their Salesforce being overextended and not satisfying their sales, service, and marketing teams' needs. The client was looking for consulting expertise to help them define the strategy for how they would utilize Salesforce.  Olmstead executed a full CRM health assessment for this asset manager by evaluating their process workflows, data management practices, reporting capabilities, and application support. An implementation roadmap was created, guiding the client to make several changes that were low effort for the client but contributed significantly to the health of their Salesforce usage and end-users’ satisfaction. 

Olmstead completed a corporate-wide account master assessment of a multi-affiliated asset manager. The proposed solution created a single account master across the client’s multiple affiliates. It allowed for a seamless flow of data from each individual affiliate to the parent, and enabled the affiliates to use a single corporate license for reference data, share a single platform to produce client reports & marketing materials, and house all data in an enterprise data warehouse.  The project enabled the client to reduce manual data processing, significantly reduce license costs, and cut maintenance efforts.