Case study


The Tick9 team are easy to work with and came up with solutions quickly. We talked through the conceptual metrics and measures we needed to bring visibility to trends in the data. This knowledge allows us to recognise opportunities and act on them.

– Kathleen Reilly, CFO and VP of Strategic Marketing at Novabone


Power BI, Qlik




Florida, US


Debtor Management, Sales Management

Client brief
  • Novabone were looking to increase the visibility of trends in financial performance

  • Create visual Power BI reports that give key insights to users

  • Move data out of the ERP system efficiently and consistently

Challenges faced
  • To ensure reports update regularly a connection to utilise the CRM, Sharepoint, was created

  • To increase reporting capabilities the scope was extended to cover, forecasting, sales history, sales overview and mapping
Solution delivered
  • Ensured data key to the sales history, sales overview and forecasting is accessible to the users at Novabone and is accurate plus visualised

  • Power BI reporting and forecasting that regularly updates information via the CRM Sharepoint and moves the data into an easily accessible spreadsheet

  • Assist in delivery of additional measures with which gives users key insights into Novabone’s business performance

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