"The great thing is that we didn't have to start from scratch. Cleversight's notary template already provided a solid foundation. Then Cleversight adapted it further to our specific needs."
Getting a grip on numbers: Cleversight gives VDB Notaries insights with Power BI
VDB Notaries has been using the advanced Power BI reports and dashboards implemented by Cleversight since summer 2024. These solutions ensure that VDB has a better grip on its business and financial processes. This collaboration builds on the previously discussed successful collaboration with Finbees, as described in this customer case study. Where Finbees helped with the administrative transition, Cleversight now adds value through data analysis and insight.
"Numbers don't lie. Thanks to Cleversight, we can now really manage on data and no longer just on a gut feeling."
The challenge: insights into complex data
With just under sixty employees, three branches and a strong growth ambition, VDB was looking for a way to gain better insight into their data. As an intensive user of both Notarisdossier and Twinfield, they needed a solution that made data from these systems easily understandable. “We wanted a grip on our figures, from timekeeping to revenue and work in progress,” says Marco Haanappel of VDB Notaries. “This is crucial not only to provide transparency to our clients, but also to manage our business effectively.”
The solution: customized reports via Power BI
Cleversight, with years of experience in developing data-driven solutions, offered the ideal solution in the form of Power BI reports and dashboards. By using a template developed by Cleversight, specifically designed for the notarial profession, VDB was able to quickly get started with automated reporting. This standard template, combined with some customized reports, with data from Notarisdossier and Twinfield, provides clear insight into crucial business data such as:
- revenue per service;
- work in progress;
- productivity of teams;
- monitoring customer payments.
Marco: “The great thing is that we didn’t have to start from scratch. Cleversight’s notarial template already provided a solid foundation. Then Cleversight supplemented it further with our own reports to our specific needs.” This template, consisting of some forty reports, has been developed over the past few years in cooperation with various firms in the industry.
"With these reports, we really have the steering wheel of our company in our hands. We see in real time where adjustments need to be made.".
Impact: steering with insight
The impact of the implementation has been significant. Thanks to the reports, VDB can now easily monitor how teams are performing, where there is room for new assignments, and the financial health of the firm. Every Tuesday, shareholders meet to review the dashboards. “With these reports, we are really in control of our company. We see in real time where adjustments need to be made,” Marco said.
In addition, the solution provides transparency to clients. “Our clients want to know what they are paying for. Thanks to the reports, we can clearly specify where our hours go.”
The dashboards are also valuable internally. Employees can compare their own performance, and the data provides an objective basis for conversations and improvements. “Sometimes it’s confrontational, but it helps us all get better,” Marco explains “and making each other better together is our aspiration at VDB Notaries.”
A collaboration with a future
The collaboration between VDB Notaries, Cleversight and Finbees demonstrates how technology and expertise reinforce each other. Finbees laid the foundation with financial and operational knowledge, while Cleversight now provides the reports and dashboards that offer insight into the firm’s performance. The combination of these partners gives VDB the tools to work even better and more client-focused.
Cleversight and Finbees both remain closely involved in the further optimization of processes at VDB Notaries. For example, they are continuously working on sharpening reports and improving data analysis. With this cooperation, VDB not only has a better grip on its business operations, but has also laid a solid foundation for further growth. And as Marco concludes, “Figures don’t lie. Thanks to Cleversight, we can now really steer on data and no longer just on a gut feeling.”
