Case Studies
If you want to learn how to scale up fast, start by analyzing the success stories of brands who’ve made it happen. Below is a selection of inspiring case studies from businesses who started small and navigated the challenges of explosive growth.
How Actionboard enabled daily visibility into the financial position for a leading vehicles dealer
Our client is a leading Indian vehicles dealer, operating more than 250 outlets nationwide through dealerships.
The Challenge
The client used Microsoft Dynamics as the ERP solution for financial operations. They were unable to consolidate information from the ERP and view performance reports for themselves as well as their dealerships. This affected their business visibility significantly. It also led to delays in closing books and publishing management information system (MIS) reports.
The Actionboard Solution
Actionboard integrated with Microsoft Dynamics to access the client’s financial data and generate actionable reports on a regular basis.
Automatic publishing of daily, weekly or monthly financial reports.
Clear visibility into receivables and payables.
Location- and dealership-based segmentation of financial data to optimise operations.
How Actionboard automated monitoring, reporting and cash tracking for an edtech business
Our client offers gamified cognitive skill development programs for kids of all age groups.
The Challenge
The client was a funded startup in growth stage. They lacked clear visibility into their financial position, especially collection monitoring, which affected the accuracy of their profitability and cash flow projections.
The Actionboard Solution
Actionboard’s plug and play solution integrated with their accounting system, in Tally, to automatically gather data needed for financial analysis.
Custom dashboards for various financial metrics such as KPI tracking, ageing analysis and invoice-level drill down
Real-time compliance dashboards.
How Actionboard automated cost tracking for a marketing tech company
Our client is an Indian martech company that creates data-driven customer marketing solutions. They specialise in leveraging big data for brands to make marketing and business decisions.
The Challenge
The client used Tally for their accounting. They needed an analytics solution that enabled them clear visibility into their costs across businesses, locations and clients on a real-time basis.
The Actionboard Solution
Actionboard integrates with the client’s Tally on the cloud, in real-time, to collect their financial data and generate custom reports.
Creating custom dashboards for revenue, profitability and collection for the account management teams
Clear visibility into receivables to track outstanding payments.
Automated notifications to the accounts team and customers for faster collection, avoiding manual follow-ups.
How Actionboard fixed accounting inefficiencies with automation at a Technology Institute.
Our client is a research establishment linked to a renowned technology institute. They create opportunities for scholars and industry innovators to collaborate over unique tech solutions.
The Challenge
The company uses Tally for its accounting. They needed to bill different streams of revenue differently, with clear visibility into invoicing, cashflow etc. They also needed automation that would reduce manual follow-ups and reporting.
The Actionboard Solution
Actionboard’s solution made invoicing quick and error-free while also enabling advanced analytics for real-time visibility.
Monthly financial statements based on various cost centres.
Clear visibility into profitability, utilisation and faster cash flow.
Automated follow-ups for receivables and payables.
GST integration for automatic reconciliation of GST credit with more than 250 vendors while automating vendor follow up.
How Actionboard helped a water management startup overcome operational challenges
Our client is a startup that builds IoT solutions to optimise water management systems in both residential and commercial sectors.
The Challenge
The client uses a subscription-based business model that made it complex to calculate project-level profitability. They spent significant time and energy making basic calculations that accounting must have been able to do. They also faced difficulty monitoring receivables, collections team’s efficiency etc.
The Actionboard Solution
Actionboard integrated with the client’s Tally to build project-wise profitability dashboards in real-time.
Identifying project-wise profit margins and prioritising high-value clientele.
Streamlining collections process with receivables tracking.
Automating daily alerts to provide an updated view of cash and overdraft position.
