THE DIGITAL TRANSFORMATION JOURNEY CONTINUES AT KASTAŞ WITH BUSINESS INTELLIGENCE AND ANALYTICS
The digital transformation journey of Kastaş, which was accelerated in 2018 with SAP and online B2B platform seal-Link.com integration has continued with the CRM project in 2019 and Business Intelligence and Analytics application in 2020.
SAP, IBM, Oracle and Microsoft, the leading software solution companies in the world, have started to concentrate more on Business Intelligence and Analytics products. Power BI, the solution of Microsoft, which had made a fast entrance to the market with its integrated solutions, differentiated itself from competitors, had become a part of the digital transformation of Kastaş, in 2020.
Microsoft Dynamics, which started to be used in the company in line with the needs of CRM software in 2019, was included in the business processes with a rapid adaptation, which stands out with its ease of development, user experience, and rapid/efficient response to needs. Microsoft Dynamics CRM, which is used in all business processes from sales to orders, has been accessed via the cloud, allowing all information and processes of sales to be monitored, reported and easily accessible.
At the beginning of 2019, with the completion of the necessary improvements in the processes, renewed after the SAP transition on the ERP side and the smooth running of daily business processes, the needs and expectations for reporting, analyzing and evaluating data began to emerge.
Processes contributed by the CRM Module:
• 360° customer relations management
• Opportunity and project tracking
• Evaluating and analyzing customer demands
• Managing quotation process
• Manage customer complaints process
• Manage sample process
• Customer relations and meeting management
• In-team project management and collaboration
• Document and documentation management
• Reporting process
• Performance tracking
Within the scope of the project, 12 points were integrated in order for CRM to work in harmony with SAP
• Instant transfer of the new customer records and updates to SAP master data media
• Transferring new products created in SAP environment to CRM with instant integration
• Transfer of quotations into orders to SAP
• Bidirectional integration between systems in customer complaints management
Sales Project Executive Selen Onarıcı said that the live tests and improvements of the new CRM system, which has been used by the sales teams in the company headquarters for the last year, have been completed. In December, Onarıcı stated that licensed users training were completed in all branches of Kastaş, both in Turkey and Kastaş Europe and she said that:
"In 2021, we aim to increase the use and efficiency of the system by evaluating the feedback from users and making continuous improvements. By planning and designing the contents within the framework of modules, following our process and expectations, we aimed to enable sales teams and management to continue and control the sales processes more effectively and efficiently from the very beginning to the end, as well as to create corporate memory throughout the process. While concent rating to the module having user-friendly, easy and aesthetic interfaces, we set up authorization and approval processes at every level of our sales team to ensure the continuity of use. Microsoft Dynamics, which has mobile and tablet applications, also offers the opportunity to access information and continue processes online / offline without opening computers."
Business Intelligence and Analytic applications are included to the process
The Microsoft ecosystem involved with Dynamics CRM was included in business processes from different fields with solutions such as Sharepoint on filing and authorization management, and Teams on in-team remote communication, and entered the evaluation process in terms of business intelligence and analytics. Microsoft Power BI is a business intelligence and analytics product that uses cloud technology to design interactive reports and dashboards with high data evaluation capabilities and good visuality. Power BI, which also targets non-technical users, enables the creation of workspaces in a short time, from the separation and processing of data to visualization. Another advantage of Power BI being from the Microsoft family is its integration with other Microsoft products. The program, which allows sharing a created report in SharePoint can make the data more meaningful by using dozens of images in Power BI by providing the display users with the authorization made here, moving the data in Excel or MS SQL Server to Power BI. In the Power BI project carried out in Kastaş to benefit from all its benefits and to meet the expectations in the same pot, 6 licenses, which were authorized at different levels, monitored by the board of directors, sales and production planning and used in daily business processes, were put into action.
Over time, the data obtained from all business processes within the institutions are increasing. It has great importance that these data are combined and reconstructed to make them readable and understandable for decision-makers.
Power BI engages Saas technology. Saas; (Software as a Service) is a cloud application that allows users to get connected to the cloud-based applications online.
Gartner, one of the world's leading research organizations has recognized Microsoft as the leader in the Gartner 2020 Magic Quadrant for Analytics and Business Intelligence Platforms for three consecutive years.