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P5
Persona — Strategic steering
Exec Board — Executive Committee
CEO · CFO · CTO · Heads of Sales / Ops / Risk · weekly board · quarterly review
Chain links operated
A1A2A3A4A5A6B2B3
Aggregated view across the entire chain
Before
Before — Pain points
- Time-consuming consolidated reporting (each department = an Excel)
- Data not reconciled between departments (revenue vs margin ≠)
- Weak signals invisible before crisis (disputes, compliance)
- Technology roadmap progress difficult to track
- ESG score (CSRD F87, Taxonomy F88) rebuilt manually
With the CRM
With the CRM — Gains
- F52 single source of truth dashboard in real time
- Automated ESG reporting (F87, F88, F89, F90)
- F30 energy services ROI visible · investment decisions
- Feature roadmap tracking in Slack #crm-features
- Strategic alerts (major dispute, compliance, market) at D+0
Measurable added value
Measurable added value
Live
strategic steering on live data
−2 FTEs
back-office reporting
+1 notch
ESG score