Democratising Data Access for a Growing HMO Agency

Babouris is a 10+ headcount Cambridge-based HMO agency business with multiple data sources including HubSpot CRM, MailChimp for email marketing, Asana for project management and PowerBI for KPI tracking. They were looking for ways to analyse and make data-driven decisions around their most profitable client segments, which corporate contracts are most valuable and require the most engagement, general KPI tracking for sales & marketing performance, enable staff who have not worked with data before to have easier access, and for all of this to be automated.

Data consultants with whom Babouris spoke offered practical but expensive advice, management & tooling that would not enable Babouris to take ownership of their data, cost in excess of £100,000 per year to maintain, and the concern that staff will not engage with data tools because they are intimidated by their appearance & usability due to having worked with the likes of PowerBI for so long.

Onboarding with IVP.ai provided an open & consultative setup process. Beginning with understanding Babouris' business objectives and syncing all data from their sources into IVP.ai, Babouris' data scientist built the data models necessary to clean & modify the data into analysis-ready datasets and set up the relevant dashboards. Babouris' data scientist continued to iterate experiments through custom data & AI models to produce statistically significant revenue forecasts and provided updates on a bi-weekly basis according to the scoped project. The following onboarding sessions consisted of training for users to grasp the platform's features in depth.

As a result, Babouris had significantly easier access to their centralised data, from which they could get answers to their questions in seconds leading to more data-driven decisions, increasing overall revenue generation and reducing operational wastage. Once IVP.ai had been adopted by the department heads, Babouris opted to roll IVP.ai out to the whole staff so that data access was democratised and a core tenant of their strategic approach moving forwards.