Management Dashboard for a Business Services Company

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1. Real Context of the Intervention

In 2023, a business services company (SPA) based in Basilicata contacted us to implement a Management Dashboard capable of:

  • Collecting and analyzing financial data (balance sheets, investments, expenses).
  • Managing subsidized finance projects in all phases (from selection of the call for proposals to reporting).
  • Supporting hiring processes, monitoring the quality of received CVs and periodic updates on candidate availability.

Before the intervention, the company’s consultants struggled to obtain updated information from heterogeneous sources:

  • Accounting systems (ERP, Excel) for financial data.
  • Project management software for subsidized finance.
  • Separate recruiting tools (email, Excel, online platforms) for collecting CVs and tracking candidates.

This fragmentation made the phases of financial consulting and HR support (hiring management) slow and unstructured, hindering the ability to offer timely and quality recommendations to clients.

2. Main Objectives

  1. Data Centralization
    • Integrate flows from various software (accounting, project management, recruiting) into a single platform.
  2. Monitoring Financial KPIs/OKRs
    • Keep track of key indicators (operating margin, cash flow, ROI) to assess clients’ financial solidity.
  3. Complete Management of Subsidized Finance Projects
    • Follow the entire lifecycle of calls for proposals, promptly identifying deadlines or critical issues.
  4. Hiring Support and CV Quality
    • Implement a CV evaluation system (filter by skills, qualifications, experiences) and a monitoring mechanism for updates:
      • Updated versions of CVs.
      • Candidate availability.
      • Interview outcomes or any subsequent steps.
  5. 360° Decision Support
    • Provide consultants with personalized dashboards to offer recommendations on:
      • Investments, expansion plans, cost optimization.
      • Selection and management of new human resources for client projects.

3. Implemented Solution

3.1 Dashboard Structure

  • Financial Statements & Indicators Module
    • Automatic collection of data related to revenue, expenses, profit/loss. Comparisons between actual balance values and budget targets.
    • Alerts on significant deviations (e.g., EBITDA below threshold).
  • Investments & ROI Module
    • Section dedicated to investment opportunities: calculation of ROI, payback period, comparison between different scenarios.
    • Filters by type of investment or client.
  • Expenses and Cash Flow Module
    • Dashboard analyzing monthly/annual expenses and net cash flow.
    • 3-6-12 month projections to anticipate possible liquidity imbalances.
  • Subsidized Finance Module
    • Tracking of each project:
      • From the search for the call for proposals and verification of requirements.
      • To approval and disbursement of funds.
      • Up to final reporting.
      • Automatic notifications for deadlines and missing documents.
  • Hiring & CV Quality Module
    • Section designed for managing client applications that entrust the company with HR or selection services:
      • CV Database: integrated with external recruiting platforms, with the possibility of rating skills and historical updates (new qualifications, added experiences).
      • Candidate Monitoring: status of applications (in selection, interview, offer, hiring), feedback, and interview notes.
      • Qualitative Metrics: conversion rate from interview to hiring, average time to fill the position.
      • Update Notifications: when a candidate submits a new CV or updates skills, the dashboard signals the change to consultants for possible targeted proposals to clients.

3.2 Technologies and Integration

  • API / ETL Connectors: developed to import data from both accounting systems and HR/recruiting software (e.g., LinkedIn, Indeed, ATS platforms).
  • Data Warehouse: a centralized repository normalizes data, ensuring consistency and traceability.
  • Responsive Front-end: web framework (Vue.js/React) for an intuitive interface, accessible anywhere (PC, tablet, smartphone).

4. Achieved Results

  1. Reduction in Analysis Time
    • 40% reduction in manual data collection time, favoring in-depth consulting.
  2. Increased Success Rate in Subsidized Finance Projects
    • Proactive notifications on deadlines and constant monitoring of call statuses improved the success rate by 15%.
  3. Better Hiring Process Management
    • Thanks to structured CV evaluation and update notifications, the company could propose qualified candidates for client projects more quickly, reducing the average time-to-hire by 20%.
  4. Greater Precision in Strategic Consulting
    • By integrating financial and HR data, the company could provide 360° consulting services, highlighting opportunities for internal reorganization (targeted new hires, training) and cost-saving opportunities.
  5. Transparency and Sharing
    • Clients have access to a reserved area where they can view KPIs/OKRs in real-time, facilitating collaboration and trust in the offered service.

5. Overall Benefits and Prospects

Thanks to the Management Dashboard, the business services company consolidated its role as a strategic partner, providing integrated support ranging from financial analysis to HR management, with particular attention to CV quality and update monitoring. Specifically:

  • Internal Efficiency: fewer repetitive operations, more time dedicated to value-added activities (strategic consulting, scouting new calls for proposals, searching for specialized figures).
  • Strengthened Client Relationship: shared access to the dashboard and personalized reports on subsidized finance projects and applications improve transparency and trust.
  • Expansion Opportunities: the company is considering expanding the HR module with digital onboarding features and predictive workforce analysis (e.g., turnover, career path planning).

Conclusion

This case study demonstrates the value of a Management Dashboard capable of combining financial aspects (balance sheets, investments, expenses, subsidized finance) with hiring management (CV quality and update monitoring). The business services company could offer more complete and timely consulting, highlighting how a data-driven approach can increase internal efficiency and client satisfaction, positively impacting both economic results and human resource management.