Analyze
Reconcile sales opportunities, funded-deal records from two lenders, and PayNet contracts.
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ABLE Leadership / An anonymized case study
Seeing where the financing went.
A large, multi-location equipment dealer could track sales but could not readily tell how much was financed, or by whom. Answering that question through existing reports would have required a multi-week analyst project.
The approachAnalyze. Build.
Analyze. Build.
Leverage. Execute.
Build
Create a unified customer-deal log and a single-file dashboard.
Leverage
Compare outside contract data with the dealer's records to investigate financing paths that its reports missed.
Execute
Identify a proposed approval-stage data standard for lenders pulling PayNet. Adoption is not known.