Create a New ROI Tool for a SaaS Company

JLA developed a flexible ROI Tool to drive sales and demonstrate the value of the client’s software platform to new customers and industries.

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About the client​

A SaaS company aiming to expand its customer base with an ROI model as a marketing tool.


Sought to strengthen key customer relationships through detailed case studies, and leverage insights from the ROI tool to enhance software features and functionality.

The Challenge

01

Conduct an in-depth study to develop an ROI Tool to support sales activities.

02

Use insights to quantify efficiency gains, operational improvements, and risk management benefits of customers using the client’s software.

03

Use key insights from the ROI Tool to determine adjacent markets and customers for potential expansion.

JLA Approach

  • Conducted extensive internal sessions and research to support ROI estimates.
  • Interviewed client’s customers to determine the impact on supply chain, retail operations, and internal auditing.
  • Calculated composite values for key metrics based on interviewee responses and industry benchmarks.
  • Translated client insights regarding operational benefits into a flexible ROI Tool.

Outcomes​

01

JLA summarized platform benefits, which were used in sales meetings with new customers.

02

Quantified efficiency gains and cost reductions across the client’s customer base.

03

Examined the financial impact of enhanced operations to guide future strategy.

04

Delivered a dynamic and flexible ROI model to support client sales meetings.

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