“With the support of Holistic Data Solutions, we have been able to substantially improve our Balanced Scorecard for Servimatic’s Executive Management and equip our departments with data analytics tools to enhance tactical and operational decision-making.”

“BOARD has been a turning point for the finance area. We now have a tool that allows us to plan with greater accuracy and adapt quickly to any scenario. I would highlight the commitment of the Holistic team, their proximity, business knowledge and their ability to support us closely throughout the entire process.”

“Board is a tool that covers a wide range of planning needs. We now work with a data-driven methodology, allowing us to plan based on rules, external information, or non-financial data. In this process, Holistic has been a key player in replacing a manual and fragmented process with an integrated solution. Their expertise and close collaboration have undoubtedly contributed to this successful transformation in personnel management.”

“Switching from Excel to Board for budgeting has significantly reduced the time we spend on this task. Now, all our information is centralized in one place and always up to date. Moreover, evolving the Excel file used to be a headache. In contrast, the tool developed by Holistic is parameterizable and easily scalable.”

“Thanks to the integration of Generative AI agents into our internal processes, we have reduced the time spent preparing reports, enabling our consultants to focus on higher-value tasks for clients. In this regard, our collaboration with Holistic has been key to advancing our digital transformation and improving operational efficiency, positioning us as a leading company in the use of technology.”

“We are fully aware that AI is one of the most important technological breakthroughs of our century and it is essential that we are able to harness its potential in our organization. With the help of Holistic we were able to quickly identify numerous opportunities to simplify and optimize our daily tasks using AI. The workshop also encouraged the active participation of our colleagues in the different meetings, recognizing the enormous potential that this technology offers. Now, the next step is to implement these detected use cases and make AI another common tool in our practice”.

“With the solution developed by Holistic, we have significantly enhanced the global analysis of our company. Our corporate solution based on Board allows us to spend quality time analyzing the information and drastically reduces the time it takes to prepare reports.”

Data analysis is needed in order to properly identify risks, improve processes, detect new opportunities and make the best decisions for the business. This project helped us structure data and improve decision making within an integrated Microsoft 365 environment.