How Independent Consulting Firm Omnia Boosted Business Insights for Clients Using Klipfolio Klips
Data science expert and independent consultant Marc Jellema empowers his clients with easy-to-read models and dashboards from their business data. Committed to driving client success, Marc upgraded from Excel to the real-time dashboard builder Klipfolio Klips, leveraging automation to deliver high-quality reports faster.
Consulting
Driving Client Success
Data scientist and business consultant Marc Jellema believes that data is necessary to smart decision making. He built his consulting firm, Omnia, to help clients better incorporate data into their business initiatives. To improve the quality of his services, he traded spreadsheets for dashboards, leveraging Klipfolio Klips to deliver reports faster, reduce human error, and empower smarter strategies.
Introducing Omnia
Omnia IT Consult is a one-person consulting firm run by data scientist Marc Jellema. Marc provides dashboards, models, and insights that make business data easy to parse. His consulting services help businesses understand how they are performing, what problems they are facing, and what they can do to stay competitive.
“As an independent expert and data scientist, I transform customer data into useful insights with models and dashboards.”
His client’s KPIs mainly consisted of company financial goals (sales, growth, P&L, and cash flow) along with some startup-specific metrics used to measure innovation, productivity, and results. He would retrieve the numbers from varying sources and then use Excel to generate data visualizations and reports.
However, as his business grew, Marc found himself needing a more streamlined reporting solution. Excel was a great starter reporting tool, but it had multiple limitations:
It was time-consuming: Marc needed to put in a lot of manual effort to manipulate data. And because clients required regular outputs, he had to perform these tedious updates at monthly, weekly, and sometimes daily intervals.
Human error was a risk: Because his data was not connected directly to original sources, he relied on manual entry, which resulted in occasional inaccuracies.
Reports needed to be hand-delivered: Excel lacked the ability to push updates to other users.
Streamlining client reporting
“[Klips] has outstanding data connection capabilities, beautifully designed visualizations, and excellent sharing options, all at a reasonable price point.”
Marc has since upgraded from spreadsheets to Klips. He builds unique dashboards using Klips, then connects them to his clients’ data sources through the 130+ data connectors or REST/API options. Then, he shares published links with each client.
The charts and graphs make their information easier to parse, which helps them monitor KPIs and build strategies more easily.
“Not having to actively manage our client reports on a month-to-month basis has saved us so much time and money. Klipfolio makes dashboard sharing easy and efficient.”
Marc also appreciates how Klipfolio Klips lets him connect data from multiple sources and aggregate them into all-in-one dashboards. This saves him hours he would have otherwise spent manually updating spreadsheets.
Continuous connections between dashboards and data sources also helped his clients make timely analyses. Klips lets Marc refresh his dashboards’ data in real-time or on a schedule. Access to up-to-date data resulted in dramatic growth for both Marc and his clients.
Driving results with efficient solutions
Making data intuitive through Klips visualizations helped Marc’s clients craft smarter strategies. The metrics revealed how effective their efforts were, allowing them to identify what worked and what didn’t. Identifying problems and opportunities also became easier, which helped them act at the best possible time.
“By having their mission-critical KPIs readily available in a Klipfolio dashboard, my clients have a clear performance overview of their company to work with every second of the day.”
Naturally, making customers' lives easier kept them satisfied and loyal. Marc mentioned that his clients loved how intuitive and visually appealing Klips dashboards were. Because the dashboards were so easy on the eyes, they made data analysis a much more convenient process.
“I analyze, optimize, and visualize everything I do for myself and my customers. They love being able to see their KPIs at a glance in a beautifully designed format."
Staying ahead of the curve
Leveraging dashboard technology creates a positive domino effect: it helps you retrieve data faster, improve accuracy, and make data analysis significantly easier. Klips features eliminate the typical frictions of data reporting, allowing you to focus entirely on your data and your strategies.
“Decision making without data means that you are spending a lot of time guessing. Intuition is an important part of decision making, but when your gut instinct is backed by solid, concise data, good things happen and more money is made.”
And with accurate, timely, and easy-to-read data at your fingertips, you’re better equipped to navigate the challenges of running a business. You can spot patterns, trends, and anomalies more easily, which empowers you to craft strategies that align with reality. That’s all you need to stay ahead of the curve.
Strength in numbers. And in stars.
We love what we do. And so do our customers.
