Data Analytics

The company was looking for a custom tool that would allow them to convert a large number of geographical coordinates to their respective physical addresses

The company engaged us to assist with analyzing sales performance by distinct filters. The client was in the process of acquiring a company and needed a better understanding of key product segments, growth, and customers

An investment firm based in Canada was looking to upgrade their existing spreadsheets that they used for calculating key portfolio return metrics, as it was currently very manual intensive and had a high potential for human error. The firm approached Sapling to develop a streamlined...

A large Canada-based fintech company approached Sapling to build a customized M&A model for the acquisition of three smaller UK-based fintech entities. The model includes various revenue and cost factors, unique to each target entity. The requirement was to build an integrated model, having GBP and CAD values, with 5-year...

A growing investment manager with a large, cross-country sales team was struggling to track and approve expenses in a timely manner. Moreover, their existing, spreadsheet-based system provided little insight into cost savings opportunities. They approached us to assist with developing and/or implementing a solution

The company was looking to better extract insights from multiple sales channels across a broad range of product lines for both Wholesale and DTC e-commerce customers

The company was looking for a way to view their data gathered by Microsoft Dynamics on a tabular report comparing the current month sales against the previous month

An insurance company approached Sapling to develop Power BI dashboards to help keep track of the policies they sell and customer retention

A healthcare firm hired Sapling to design and develop a user-friendly visualization tool which helps in tracking the firm’s overall performance