Stretch Qonnect. Products & Solutions

Qlik as a process optimization

After years as a BI management consultant, I am very aware of the business processes we encounter at our customers. Many of our customers have some level of automation and process optimization, but a lot of tasks are primarily performed manually by a single user or a small group with specific knowledge within the area. This is often done to ensure that the manual process work properly and that the organization´s special rules are applied.

Many of these processes follow the pattern of:

  1. Finding relevant data in one system
  2. Export data
  3. Add and/or modify data
  4. Upload/manually input into a new system
  5. Notify that the tasks have been performed

Although this approach provides great flexibility, it makes it difficult to scale and enter the general business. Another problem is that manual processes tend to cause more errors such as lower data quality and lower speed, which cause problems in other processes later.

The development of modern IT systems with the increasing introduction of a wide range of integration possibilities, now makes it possible to optimize many of these processes easily and robustly.

By using the Qlik platform, we have had great success with business process optimization. The core is to enable the business user to perform the tasks directly from the instrument panel in the view and specifically selected data.

Case 1 – Qlik to Salesforce – Campaign generation from the dashboard


One of our customers with a large Salesforce and Qlik installation needed to optimize the creation of Salesforce campaigns and make a follow-up.

The solution consists of a Qlik application where the sales team can define a customer or potential customer contact based on a combination of Salesforce and SAP data.

Then, directly from the dashboard, the sales team users can create a campaign with the selected contacts (the contacts can be up to a million). The integration ensures that the contacts are seamlessly transferred to Salesforce and that the campaign is created.

The sales team users can now follow the campaign’s progress in the Qlik application when Salesforce and SAP are updated. If needed, the sales team users can make updates during the ongoing campaign.


The effect of this solution was:

  • A single tool to create, monitor and follow up on a campaign
  • A single source of truth about the campaign
  • A fast way to create a large campaign
  • A high-quality solution for adding contacts to a campaign, it is robust and repeatable
  • Removed the need for the sales team to export and upload files

Case 2 – Quarterly spending comment and accounting


Another of our happy customers had a process where approximately 200 departments needed to comment on the quarterly expenditure and budget follow-up for the accounting audit.

The solution consists of a Qlik application that contains information about expenses of the entire account hierarchy from SAP, where the departments can see the expenses at the account level.

Directly from the dashboard in Qlik, users can add their comments and submit them for review. The process also generates a PDF of the expenses with comments for documentation.

To be able to do this, we used our Writeback solution (insert link/image/link to video) which allows input in real-time such as commenting etc. several users at the same time and keeping an updated log without having to reload the model.



The effect of this solution was:

  • A quick and easy way for the user to directly comment on given data
  • Streamline the comment process in a more time-efficient way
  • Enable users to track their daily data
  • The need to send and receive individual excel files was eliminated
  • The manual process of creating pdf documentation was removed
  • Allows multiple users to comment simultaneously
  • Enables users to search for comments from previous quarters
  • Full comment history was added to facilitate future revisions