Challenge
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- No off the shelf solution for the requirements.
- Need a solution within 5 weeks
- Need a reporting dashboard
- Ability to:
- send/track emails and responses
- keep status on each company
- collate company and audit responses
- score all responses
- prepare recommendations
Solution
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- Build a bespoke solution using Excel and VBA that integrated with Outlook
- Programmatically pre-populate each supplier’s questionnaire with their metadata before sharing by email.
- Create templates for each stage of the audit. Lock these templates down so they can be shared with our suppliers to get structured information back from them.
- Create a batch process that could be run by the programme supervisor which would send reminders to any suppliers who had not returned their questionnaire.
- Build a data aggregation layer on top of the returned questionnaires to track progress, assess results and identify potential issues.
- Overlay a management dashboard that tracked progress and reported on the range of responses within the returned questionnaires as well as being able to show the responses from a particular supplier.
Outcome
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- Programme delivered successfully for 3 years running with the same client.
- Solution was enhanced each time. In the final iteration personalised recommendations were being generated for each supplier based on their responses to the questionnaire.
- Dashboard clearly identified who had and who had not sent back their questionnaires as well as how they scored in each section of the questionnaire.
Figure 1: A partial view of the Management Dashboard
What Our Client Said
Working with Andrew and his team at Analytical Models has been an exceptional experience. Andrew was patient, highly capable, and consistently available throughout the entire project. His commitment to the success of our work was evident at every stage — he kept strictly within the project brief and budget while delivering outstanding results.
Even when faced with a challenging assignment that involved managing and integrating a large volume of data from multiple sources, Andrew approached each task with professionalism and precision. His ability to translate complex data into clear, actionable insights was impressive.
Andrew’s team became an integral part of our own, working collaboratively and seamlessly to achieve our objectives. I would not hesitate to recommend Andrew and Analytical Models to anyone seeking a reliable, skilled, and solutions-focused partner.
Ben Rieck
General Manager – Intertek