Thanks to a central overview, you can always keep track of the contract status.
Tools/platforms used
Result
Central dashboard for all contract information
Up-to-date data for quick decisions
Automatic notifications and reminders
The susceptibility to errors caused by manual lists is eliminated.
Initial Situation
Kutzschbach Electronic GmbH & Co. KG provides IT services, consulting, and managed services to medium-sized businesses. Each client has a dedicated Technical Account Manager responsible for coordinating IT support. This manager monitors contract terms and service delivery for their clients.
Previously, data was manually maintained using dashboards in the ticketing system, which was error-prone and often led to delayed responses to developments. The goal was a central, automated overview that transparently displays the current contract status for every technician.
Implementation
We have developed a central dashboard for contract evaluation.
- Development of a central dashboard using Microsoft Power BI that consolidates data from the ticketing system
- Overview for technicians of all managed contracts including projected development until the end of the year.
- Warnings when quotas are exceeded or not met.
- Centralized evaluations at the employee or business unit level
- Automated monthly email notifications with current contract status and to-do reminders.
Conclusion & outlook
The dashboard has been successfully implemented and provides transparent, up-to-date contract information. Employees can react immediately to developments, while automated notifications ensure that no one misses important deadlines. In the future, further KPIs and visualizations will be added to provide even more accurate forecasts of contract utilization and further advance the digital transformation in contract management.
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