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Reports & dashboards for payment platform

SUMMARY

South-east Asia’s leading payments platform

Clients range from tech giants to online marketplaces like Lazada, global retailers, airlines throughout the region and fast-growing tech start-ups

Over 400 team members across 10 markets in Asia and Europe

International and local cards schemes

Digital wallets and QR payments providers

400,000+APM payment points

Over 45 currencies and 30 financial institution partners


CHALLENGE

400 staff across more than 10 countries

A complex industry with large variety of products and solutions

Large amounts of existing data needed to be brought into Pipedrive

A requirement to start with a single country before rolling out the successful implementation to other markets


SOLUTION

Keep phase one of the project as simple and as concise as possible

A focus on reports and dashboards

Complete on a single country implementation first

Use the data that is to be migrated to drive the creation of custom fields and processes (this causes the least disruption to staff migrating to use Pipedrive for the first time)

Live training sessions and provide a video-based training manual and written summary of the system


OUTCOME

A simple system that takes covered the requirements of a multi-national workforce

An implementation that went live without causing massive upheaval

A team that is happy and comfortable with their new system

Management that now has easier access to key data

And the ability to dig deeper into the data to surface important insights not previously available

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Asia's leading payments platform helping fast-growing businesses accept payments from billions of people everywhere
SKILLS USED TO PROJECT
Automation
SOFTWARE USED TO PROJECT
Zapier
Pipedrive
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