FinListics Case Study: Mapping Financial Metrics to Processess

Industry-Specific Financial Metric-Business Process-Solution Mapping

Business Issue:

• Solution providers’ sellers typically focused on solutions’ features/functions which were of limited interest to client executives.
• Sellers challenged in linking gaps in client’s gaps in financial performance to underlying business processes and potential solutions.

FinListics Solutions Customization:

• FinListics worked with solution provider to link key financial metrics to business processes and potential solutions.
• Financial metric-business process pairings included qualifying questions to research prior to and ask during meeting with client.
• Industry-specific mapping developed for 30 industries.
• Mapping incorporated into FinListics Summary Report to facilitate adoption.