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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