Umbria Confcommercio – CRM and Data Visualization
The business intelligence for entrepreneurship
Umbria Confcommercio – CRM and Datavisualization
MODULES
PROJECT
The Umbria Confcommercio needed to standardize the information structure of the different centers and organize a new CRM using open source technologies. Thanks to this project, Confcommercio wanted to reorganize the sales network and identify new services to offer and new categories to associate.
CUSTOMER
The Umbria Confcommercio was born in 2016 from the regionalization of Confcommercio in the province of Perugia. Confcommercio was founded in 1945 to support the growth of companies and has been proposed for over 70 years as a reference point and trusted partner to face the complexity of business management, to ensure more success for their business and greater development prospects. Confcommercio Enterprises for Italy - Umbria with its 7,000 associates, is the most representative organization of commerce, tourism and services in the region.
THE FUNDING PRINCIPLES OF THE COMPANY
Represents and protects companies, professional activities and self-employed workers during their interactions with the PA. Enhances the interests of the associates, affirming their economic and social role in the Umbria region.
Organizes and provides information services and training, in particular specialized services to allow associates to seize opportunities, correctly observe the rules, save time and money.
Promotes collaborations between companies for the development and progress of associates.
Assists and represents associates in the stipulation of collective agreements or any other economic agreement.
THE NEED
The various offices of Confcommercio Umbria used different information systems, producing excel documents that were difficult to compare with each others. The data collection phase for the realization of any long-term initiative or project lasted months.
THE PARTNER
Osmosit is an Italian enterprise offering IT solutions and services based on open source solutions supporting the design, development and integration of information systems both in the private and public domain. Osmosit provides its customers with a wide range of solutions, products and services in various domains, such as Business Intelligence with Knowage, ERP with ADempiere, CRM with SugarCRM, Communications and Access Systems. Osmosit is Knowage Integrator Partner.
THE PROJECT
Osmosit gathered all available data stored in the previous different storage systems in a new opensource CRM. Then integrated this platform with Knowage for data visualization and data analysis purposes.
Thanks to Knowage, Confcommercio managers are now able to take data-driven decisions through a single interactive cockpit and few clicks on it. For example, thanks to the crossing of data allowed by Knowage, they noticed that the phenomenon of dissociation from intermediate bodies is for the 70% the result of closure of activities due to lack of generational turnover.
Thanks to Osmosit 
and Knowage, Confcommercio Umbria now has a strong asset of business intelligence for entrepreneurship support. Confcommercio Umbria is now able to reorganize the sales network, understand which new services to offer and which new categories to associate.
THE RESULTS IN BRIEF
SOLID ANALYSES
The available analyses are now based on a centralized and standardized system.
SHARED DATA
Thanks to a common shared repository, all data are easily shared to people in charge of monitoring and analysis activities.
EVERITHING IN A GLIMPSE
The user has an immediate overall view of the data and the related phenomena. Using filters, drill down and cross navigation he can analyze a specific phenomenon in depth and on more dimensions in an intuitive way.