How We Helped ManageOne Streamline Dashboard Building for MagneticOne’s 15+ Sub-Companies

MagneticOne Group is a software development corporation composed of multiple companies. They produce a diverse range of products and services, including shopping cart, website, forum, and CRM data migration services, eCommerce software solutions, automated time-tracking, customer satisfaction services, learning platform products, mobile apps for CRM, and GIS solutions for municipalities. 

Internal service companies support operations to ensure the entire organization runs smoothly. The main body overseeing the MagneticOne group of companies is a management company called ManageOne, which supports dashboards implementation for the entire organization.

The CTO and CSO of ManageOne, Taras Velychko, whose main job is to develop and support management tools for all the MagneticOne Group’s sub-companies. The team he leads develops tools for every significant business process, including KPI tracking, templates, guidelines, reports, policies, checklists, etc. 

Before partnering with Klipfolio Klips, ManageOne was using Cyfe as its main dashboard solution, but eventually found it insufficient for their reporting needs. The platform only accepted data that was prepared using the Excel Language, demanding an extensive understanding of Excel or Google Sheets. 

Cyfe’s spreadsheet requirements slowed down the process of moving data to dashboards. It also required ManageOne to prepare new spreadsheets whenever they needed to update data. 

“The service was fine, but it demanded a lot of data preparation and lacked flexibility as we were forced to use Google Sheets as proxy for our data.”

Speeding up data preparation with pre-built connectors

To streamline the data preparation process, ManageOne switched from Cyfe to Klips. The platform offered 100+ pre-built connections to common third-party data services, allowing ManageOne to stream information directly from their sources to their dashboards. 

These ongoing connections not only sped up reporting, but also gave them real-time access to their data. Whenever they needed to take action, the necessary information was already available and up-to-date, no additional spreadsheet preparation necessary. It allowed them to act on problems quickly and effectively. 

“We don’t have to wait for the next report to be published or shuffle between multiple services and docs anymore in order to understand what is going on. Now, with [Klipfolio Klips], we understand in real-time.”

After a Klips trial, Taras’ team defined the priority performance indicators that needed to be tracked. Now, every company in their group has its own dashboard, which they use to report to the board. Their project team knows how smoothly things are running at all times and if they are on track towards achieving their goals. The dashboards also help them make better support-related decisions on the fly with just a quick glance.

Tackling complex data sources

Spreadsheet tools like Excel and Google Sheets aren’t designed specifically for data reporting, and thus provide limited guidance for making data usable. Meanwhile, Klips offers a wide range of pre-built data visualizations, helping you instantly create intuitive charts. 

Additionally, Klips goes beyond its pre-built connectors. You can also connect your dashboards to non-native data sources through REST API, or upload JSON and XML files. Klipfolio is so flexible that no data source is unattainable. 

“At first, it was [Klipfolio Klips’] flexibility with its formulas and functions. I really grew to love the Klip Gallery with its pre-built charts which we could use immediately. In my honest opinion, [Klipfolio Klips] shines the most when it comes to handling more complex JSON/XML data sources from different APIs.”

Going deeper with KPIs

At first, ManageOne was tracking fairly common metrics like total traffic, leads, MQLs, SQLs, sales, etc. However, reducing friction in the data preparation process allowed them to go deeper. They’ve since drilled down on additional metrics, such as: 

• Traffic sources/MQLs/SQLs by channel, campaign, and landing page

• Leads by status in the funnel

• Conversion on each stage of the funnel

• Migration metrics like source/target platforms

• Customer requests by type

• Dev statuses such as staging, QA review, production, etc.

• All relevant employee KPIs

Their list of KPIs constantly changes. When there’s a request from their board or management team, they quickly add the new metrics to their dashboards.

“Before [Klipfolio Klips] we only monitored basic metrics like total traffic, sales, partner sales, and so on. In a way, the tool we used before limited our abilities to go deeper and scale dashboards across our group of companies. I was blown away when I discovered [Klips’] capabilities and now we go deep with our data.”

Ensuring stakeholder satisfaction

Access to lag-free live data through Klips allowed the company to make important managerial decisions faster. It benefited not just the team, but also their stakeholders, who gained increased visibility on operations. Dashboards offer them at-a-glance, detailed information about MagneticOne subgroups in real-time and in an organized location. 

ManageOne streamlined reporting for 15+ sub-companies

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Choose the right dashboard solution

ManageOne demonstrated that choosing the right dashboard solution creates a positive feedback loop that significantly increases your workflow efficiency. Once it reduced the manual effort of data preparation, it achieved a domino effect of benefits — accelerating data analysis, deepening KPI complexity, enhancing data source flexibility, and improving stakeholder satisfaction.

Klipfolio Klips is one of the best dashboard tools for your business intelligence needs. It enables seamless integration with a wide range of data sources, ensuring real-time access to up-to-date information. Additionally, it offers a variety of data visualizations, making your data more accessible and easier to interpret.