ČSOB Leasing

From Excel and fragmented reports to real-time management of the leasing business

A leasing company unified sales, controlling, and forecasting into a single view with analyses available in seconds instead of days.

Analyses in seconds instead of days

End-to-end solution in 4 months

Voice of the Custome

Use cases

Technologies used

Qlik

Problem

ČSOB Leasing had long faced a growing need to manage sales activities based on current and reliable data. Data was scattered across several relatively isolated systems, and manually connecting it was time-consuming and difficult to scale. As a result, controlling and sales management lacked a unified view of the entire process.

Reporting existed, but it was fragmented, difficult to maintain, and unable to flexibly respond to new management questions. Any deeper analysis required exports to Excel, pivot tables, and often the involvement of external sources, which slowed down decision-making and limited the company’s ability to manage sales on an ongoing basis.

Solution

We unified sales, controlling, and process data into a single analytical model that enables performance tracking and real-time business management. As a result, the company gained immediate access to analyses, better visibility into activities, and the ability to work with forecasts without relying on manual reporting.

Before

After

Solution

When we run an analysis, we have the results available within a few seconds. In the past, the same view required two to three days of preparation. The time savings are therefore significant.