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Leading Tax Advisory Firm Navigates Sales Performance with Power BI

For a leading U.S. tax advisory firm, success happens in a narrow window—just 115 days that deliver most of the annual revenue. During this intense season, sales and marketing teams must move fast, spot performance dips early, and trigger promotions with precision. Any lag in insight can mean lost opportunity.

As the firm scaled to more than 10,000 locations, its analytics environment began to strain. Reports slowed exactly when speed mattered most. Insights lived across disconnected systems. With over 300 users accessing mixed data from franchise and company-owned stores, the absence of a unified, governed analytics platform made confident decision-making difficult.

That pressure is no small issue. Gartner notes that “poor data quality costs organizations an average of $12.9 million each year;” a loss this firm could not risk during its highest-stakes season.

That’s when they turned to CloudMoyo to build a modern analytics foundation. By unifying data sources, reinforcing governance, and enabling high-performance near-real-time reporting, the firm gained clarity and agility during peak demand. With real-time dashboards replacing old batch reports, leadership gained actionable visibility at a glance.

What once felt like a bottleneck became a competitive edge. Discover how CloudMoyo helped turn a compressed season into a data-driven success story.

 

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Blog

From Contract Management Implementation to Optimization

So, you’ve got a contract lifecycle management (CLM) platform, it’s been implemented, and your contracts are being stored in an electronic repository. It’s a huge improvement from manual contract management in other platforms. But how do you unlock the full potential of your CLM platform? An Ideal Contract Lifecycle Management System When you’re first looking […]

Read more February 08, 2025
Industry perspective

Take Control of Contracts, Propel Growth

Contracts are the backbone of your supply chain, impacting both buy-side and sell-side operations. Poor contract management can cost companies up to 9% of their bottom line, leading to inefficiencies, missed milestones, and limited visibility into obligations. With scattered contracts and outdated processes, businesses struggle to manage supply chains effectively. Despite advancements in generative AI, […]

Read more January 04, 2025
Industry perspective

Optimizing Contract Process for CPG & Distribution

According to World Commerce & Contracting, contract mismanagement causes the retail and consumer goods sector to lose 2-4% of revenue annually. From managing vendors, distributors, and retailers across multiple geographies to navigating changing regulations and market dependencies, businesses in this sector face several challenges—all while operating on razor-thin margins. By improving compliance, streamlining workflows, and […]

Read more December 04, 2024
Customer success story

Contract Lifecycle Management for a Food & Beverage Leader

Communities connect over food and beverage, whether it’s a quick picnic lunch from the grocery store or eating at a fine dining restaurant. This industry, valued at $2.00bn in 2022, moves relentlessly with companies developing and innovating with the latest technology. However, this leads to contracts – small and large – that affect companies from […]

Read more November 28, 2024
Customer success story

Optimizing the Contract Lifecycle for a Global Beauty Brand

Inefficient contracting processes can significantly impact business operations, with up to 70% of contract obligations going unfulfilled—leading to legal, financial, and reputational risks. For our customer, a global beauty and personal care leader, manual contract management processes created delays and inefficiencies. Without a contract lifecycle management (CLM) system, the organization struggled with inconsistent templates, lack […]

Read more November 28, 2024
Videos

[Podcast] Boosting Supply Chains with Smart Contracting

Join CloudMoyo as we delve into the key sub-verticals within the industrial sector, examining common business challenges companies in this industry encounter. Our experts explore how smart contracting can optimize business processes like Source-to-Pay (S2P) and Quote-to-Cash (Q2C), and how CloudMoyo supports these optimizations. Learn more about the business landscape of the industrial sector here […]

Read more November 11, 2024
Customer success story

Optimizing Contracts After Mergers in Healthcare

The healthcare industry – including payors, providers, and pharmaceutical companies – faces the challenge of maintaining quality patient care while managing third-party vendor risks. Many seek digital transformation but often lack the expertise to implement it. On one side, patients expect cost-effective payors, quality treatment, and easy access to medications. On the other hand, suppliers […]

Read more October 22, 2024
Customer success story

Global Manufacturer’s Journey to Contract Intelligence

For large manufacturing enterprises, maintaining an efficient supply chain is crucial. Issues like raw material shortages, transportation delays, inventory management hurdles, and quality control challenges can lead to operational inefficiencies and increased costs. These challenges often stem from ineffective contract management, which plays a pivotal role in maintaining strong relationships on both the buy-side and […]

Read more October 10, 2024
Customer success story

Energy Management Company Successfully Transitions to Contract Intelligence

The midstream energy industry is the backbone of natural gas, Natural Gas Liquids (NGLs), and crude oil transportation, requiring seamless coordination between infrastructure and regulatory compliance. Our customer, a leading oil and gas company, faced the challenge of managing thousands of contracts – each essential to their operations. They sought a solution to streamline their […]

Read more October 09, 2024
Industry perspective

Boosting Industrial Supply Chains with Smart Contracting

What’s smart contracting? How can smart contracts optimize my supply chain? The Industrial sector is vast and changes quickly, driven by technological advancements since the Industrial Revolution. But as consumer expectations change, how can this sector adapt to its role in the global economy? In this Industry Perspective, CloudMoyo examines the business landscape of the […]

Read more October 08, 2024
Customer success story

Connecting Real Estate Ecosystems with Contract Intelligence

The real estate industry is more than just buying and selling houses. It involves construction, brokering, suppliers, services, and business partnerships. The outlook for the industry, specifically on the commercial side, is optimistic for 2025 with companies expecting revenues to grow. With so many parties involved, many contracts are also created on both the buy-side […]

Read more October 07, 2024
Videos

[Podcast] Future-Proofing the Railroad Industry

Join us on our latest podcast with Icertis, “Future Proofing the Railroad Industry and Optimizing Supply Chain,” featuring industry experts Chetan Vyas from CloudMoyo and Bryan Baum from Icertis. In this podcast, you’ll dive into the transformative trends, challenges, and the crucial role of AI and contract intelligence in revolutionizing the transportation industry. P.S. Don’t […]

Read more October 04, 2024