Integrated CRM and Accounting Data Management with a Focus on KPI Analysis
Preferred learners
- Anywhere
- Academic experience or paid work
Categories
Skills
Project scope
- What is the main goal for this project?
-
The aim of this project is to streamline and enhance our data management approach between CRM systems, spreadsheets, and QuickBooks, with an emphasis on tracking, visualizing, and analyzing Key Performance Indicators (KPIs) as well as our general financial data to enhance business decision-making.
- What tasks will learners need to complete to achieve the project goal?
-
Key Responsibilities:
- Assess and map out how data flows between the CRM system, our spreadsheets, and QuickBooks, with a focus on data relevant to key KPIs.
- Develop a strategy for integrating CRM and QuickBooks data, ensuring efficient tracking and analysis of KPIs.
- Establish a set of critical KPIs for the business, in collaboration with relevant departments.
- Design and implement dashboards or reports for continuous monitoring and analysis of these KPIs.
- Train staff on how to interpret KPI data and use it for strategic decision-making.
- Regularly review and optimize the KPI tracking process for accuracy and relevance.
Deliverables:
- By the end of the internship, the student will be asked to provide a detailed chart or table clarifying their accomplishments and findings, including recommendations going forward for improved processes and documents.
- What is the main goal for this project?
-
The aim of this project is to streamline and enhance our data management approach between CRM systems, spreadsheets, and QuickBooks, with an emphasis on tracking, visualizing, and analyzing Key Performance Indicators (KPIs) as well as our general financial data to enhance business decision-making.
- What tasks will learners need to complete to achieve the project goal?
-
Key Responsibilities:
- Assess and map out how data flows between the CRM system, our spreadsheets, and QuickBooks, with a focus on data relevant to key KPIs.
- Develop a strategy for integrating CRM and QuickBooks data, ensuring efficient tracking and analysis of KPIs.
- Establish a set of critical KPIs for the business, in collaboration with relevant departments.
- Design and implement dashboards or reports for continuous monitoring and analysis of these KPIs.
- Train staff on how to interpret KPI data and use it for strategic decision-making.
- Regularly review and optimize the KPI tracking process for accuracy and relevance.
Deliverables:
- By the end of the internship, the student will be asked to provide a detailed chart or table clarifying their accomplishments and findings, including recommendations going forward for improved processes and documents.
About the company
- https://www.lingobility.com/
- 2 - 10 employees
- Business services, Education, Technology, It & computing
Lingobility specializes in innovative online lessons in English, French, German, and other languages. We help employees communicate more effectively and efficiently in both their native-language as well as a second language.
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