SlideShare a Scribd company logo
A Definite Guide to
Transform your Field
Operations with
Location
Intelligence
TABLE OF
CONTENTS
Why Should You Read this eBook?
What is Location Intelligence?
Location Intelligence Strategies for Businesses
[Step 1] Visualize - Rely on Transparent Maps-based View into Field Operations
[Step 2] Strategize - Access Actionable Insights and Take Informed Decisions
[Step 3] Operationalize - Execute Optimized & Efficient Business Ops Rapidly
Location Intelligence Strategies for Consumer Packaged Goods (CPG)
Location Intelligence Strategies for Retail and E-commerce
Location Intelligence Strategies for Banking and Financial Services
Location Intelligence Strategies for Insurance
Take The First Step to Becoming a Location Intelligent Organization
2
01
02
03
04
05
06
07
08
Why Should You Read
this eBook?
Chapter 01
3
About 80% of
data has a
location
component.*
Increasing demand for tailored customer experiences,
coupled with higher pressure for operational efficiency,
has resulted in businesses tapping into the power of
location intelligence (LI)(1)
.
Hence, many enterprises can no longer ignore the business
impacting potential of location intelligence.
This data has the potential to generate intelligence crucial for
Making better decisions
Enhancing customer experience
Optimizing business processes
*(1) Source - GIS lounge
4
Chapter 01 - Why Should You Read this eBook?
The COVID-19 pandemic significantly increased the
demand for geographically-relevant information.
Businesses and government institutions realized the
potential of maps and their value as a powerful tool. LI
and geographic information system (GIS) data also
helped governments and medical authorities create
dynamic COVID-19 dashboards, like the one created
by Johns Hopkins University(2)
.
The dashboard continuously updated relevant
information and key statistics about active cases,
recovery rates, fatalities, proximity, spread, medical
centers, and testing facilities. By leveraging location
analytics data, the dashboard identified patterns and
trends to help authorities make quick, informed
decisions based on real-time information to curb the
spread of the virus.
(2) Source - John Hopkins University
5
Chapter 01 - Why Should You Read this eBook?
What is
Location Intelligence?
Chapter 02
6
7
(3) Source - Location intelligence market
Chapter 02 - What is Location Intelligence?
Worldwide location intelligence
market is expected to hit ~
USD 50 billion by 2035 during the
forecast period of 2023-2035(3)
.
7
In business parlance, location intelligence (LI), or spatial
intelligence, is the process of deriving meaningful insight from
geospatial data relationships to solve a particular problem(4)
.
It involves layering multiple data sets spatially and/or
chronologically for easy reference on a map, and its applications
span industries, categories, and organizations.
It is a business analysis process primarily built on geographical
information systems (GIS) to provide analytical and operational
business solutions. The technology helps businesses and
governments gather key data sets for in-depth geospatial
analysis, including GPS, transactional, and point-of-sale data. One
of the main benefits of GIS is that it helps organizations find new
opportunities and optimize operations.
(4) Source - Location intelligence definition
8
Chapter 02 - What is Location Intelligence?
9
Chapter 02 - What is Location Intelligence?
LI software reveals relationships between large data sets and turns
these insights into actionable BI. With its ability to visualize spatial
data, provide context, and perform analysis, LI software can help
businesses improve their performance by allowing them to define and
refine their operations.
Decision-makers can leverage LI data to recognize emerging trends
and facilitate quicker actions. With a spatial analytics system, they can
analyze layers of POI data and location data.
Business leaders can bank on these insights and strategize about
opening new outlets/branches/stores, expanding operational areas,
optimizing resources (human and fleet), and also improving budget
and forecasting.
9
53% of enterprises say that Location
Intelligence is either critically
important or very important to
achieving their goals for 2020.*
*Source - Forbes
Transforming Location Data and
Insights into Location Intelligence
(5) Source - Smartphone user 2023
Chapter 02 - What is Location Intelligence?
10
How is
Location Data
Collected?
Location data is acquired in various ways and
may vary across businesses.
Beacons
WiFi
GPS
Point of Sale
(POS)
Carrier Data
There are almost 6.4 billion smartphone users
worldwide (5)
. Taking this data and converting it
into operational intelligence is the new frontier
for data driven success in businesses today.
While the end consumer expects immediate
gratification, it is becoming imperative for
businesses to tap into location intelligence to
meet customer demands at a much faster rate.
Location Intelligence
Strategies for Businesses
Visualize. Strategize. Operationalize.
Chapter 03
11
As per the McKinsey Global Survey(6)
on data and analytics, enterprises that derive new
value from their data are more likely to be industry leaders and experience rapid growth.
LI provides hyperlocal intelligence, real-world context, and actionable insights to answer
geospatial questions, solve specific problems, or make crucial informed decisions.
The advancements in wearables, transportation, mobile, and commerce have forced
businesses to focus on the accuracy of location data to drive strong customer
relationships, personalize service offerings, and remain relevant.
“Ultimately, it is not the location data or
spatial analytics that delivers value to the
business, but the ability to embed them into
decision making, actions, and experiences."
The Forrester Wave,
Location Intelligence Platforms, 2018(7)
.
(7) Source - The Forrester Wave
(6) Source - McKinsey Survey
Leveraging location intelligence has helped organizations
Chapter 03 - Location Intelligence Strategies for Businesses
Boost sales
Improve customer
experience
Streamline global
supply chains
Stay competitive
12
1 2 3 4
Strategize [Plan]
Operationalize [Execute]
❖ AI/ML-based algorithmic analysis
❖ Perform simulations
❖ Arrive at trends and patterns
❖ Finalize outcome for operational roll-out
❖ Action insights by easy integrations
❖ Orchestrate field operations to achieve maximum
efficiency and results
Visualize [Monitor]
❖ Collect, ingest, and visualize your geospatial data
❖ Get contextual analytics from overlapping visual
data layers
We will dive deep into the significance and power of location
intelligence and how it helps businesses visualize, strategize, and
operationalize their strategies optimally.
Location Intelligence business partners at Dista recommend a
cyclic framework that businesses must undertake to stay ahead.
Chapter 03 - Location Intelligence Strategies for Businesses
13
[Step 1]
Visualize
Rely on 360-degree View into Your Field Operations Location intelligence software helps organizations collect a
significant amount of data, analyze it, filter it, and use it for
making business and operational decisions. Data scientists
and analysts use it to see trends on maps to optimize
several business opportunities.
Several industries can leverage geospatial analysis to
strengthen their decision-making process. Using spatial
business intelligence, utility developers can determine
maintenance schedules for infrastructure.
Meanwhile, real estate investment firms can use it to select
an ideal site for their next investment or to identify trends in
neighborhoods and regions.
Chapter 03 - Location Intelligence Strategies for Businesses
14
Business Opportunities
In the case of transport, spatial analysis can optimize
fuel consumption, fleet management, reduce carbon
emissions, control operational costs, and more. It
offers crucial insights by filtering across various
parameters such as consumer demographics,
behavior, POI, etc., which is vital while making key
business decisions related to market expansion, site
selection, and more.
Drawing conclusions from complex data sets in high
volume is challenging. With the help of geospatial
data visualization, businesses can derive meaningful
insights for strategic decisions.
Dista helps large enterprises visualize their geodata
in representations that make it easy for leaders to
understand their business better.
Chapter 03 - Location Intelligence Strategies for Businesses
15
[Step 2]
Strategize
Gather Actionable Insights and Take Informed Decisions
Chapter 03 - Location Intelligence Strategies for Businesses
Location Intelligence helps organizations with their marketing strategy to:
Identify high potential markets
Improve overall pricing strategy
Territory-based sales insights Identify new markets for expansion
After visualizing multiple data sets related to the business, the
next step is to leverage the data and run AI/ML-based algorithmic
analysis. A robust spatial analytics software can run several
simulations to offer meaningful insights into your data.
Businesses can derive trends and patterns from the data, perform
a cost-benefit analysis, and get recommendations crucial for
solving business challenges.
Intelligent analysis helps organizations plan their next action after
considering measurable metrics. This results in streamlining
business operations. After considering the intelligent analysis,
businesses can move on to the next step of operationalizing the
strategies.
16
Business Opportunities
[Step 3]
Operationalize
Execute Optimized & Efficient Business Ops Rapidly
Chapter 03 - Location Intelligence Strategies for Businesses
Spatial analysis lends new perspectives to
decision-making. Visualizing and analyzing the data
helps businesses leverage the analysis to execute their
operations. Organizations can expand their business,
add multiple stores, identify new areas for business,
define territories, and optimize their supply chain
network, by leveraging the crucial insights derived from
spatial analysis software.
AI/ML-based systems find clusters and hotspots in
complex datasets. By applying clustering analysis to
customer data, they can unlock patterns and trends that
help businesses better understand their markets.
17
Business Opportunities
Location Intelligence
for CPG
Chapter 04
18
Let’s take look at how location intelligence can
supercharge industries that have a field play like CPG.
The direct-to-consumer (D2C) model gives businesses a
competitive advantage due to unprecedented cultural shifts
and changing consumer expectations. Leveraging
comprehensive LI tools can help the retail and consumer
packaged goods (CPG) sector gain a competitive edge in
logistics, sales force, and territory management.
CPG companies can use location data to analyze
customer behavior, market potential and gain
insights into their competition. By understanding
footfall and visitation patterns, they can segment
their customers and make more informed decisions
about manufacturing and distribution.
Chapter 04 - Location Intelligence for CPG
19
With high demand for rapid deliveries, e-commerce, and
hyperlocal service providers are improving the D2C offering.
Asset tracking and management is expected to see a rise in
demand owing to heavy reliance on logistics and supply
chain management.
Spatial analytics software and custom map APIs are used to
track and manage physical assets, such as vehicles and
monitor and optimize the use of these assets. This can be
particularly useful for businesses with many assets to
manage or needing to track their assets' locations and
movements in real time.
Chapter 04 - Location Intelligence for CPG
20
LI is an integral tool that helps the retail and CPG
sector gain a competitive edge in logistics, sales force,
and territory management. It enables businesses to
gain in-depth insight into external factors, their
impact on the stores, and overall performance.
A global consumer goods leader leveraged
Dista’s live marine dashboard to improve
real-time supply chain visibility.
Our real-time transportation visibility (RTTV) tool offers
a transparent view of real-time shipment movement,
reduces demurrage and detention fees, and offers
timely predictive ETA alerts. This helps track shipping
delays and strengthen decision-making with reports
and analytics.
Chapter 04 - Location Intelligence for CPG
21
Deep Dive
Location Intelligence for
Retail and E-commerce
Chapter 05
22
Location is one of the key factors
responsible for the popularity and
growth of retail outlets or D2C
distribution for e-commerce businesses.
They can get in-depth insights by
leveraging the data derived from location
analysis, thereby helping them attract
new customers and compare each
outlet's performance for better ROI.
Chapter 05 - Location Intelligence for Retail and E-commerce
23
Here are a few key location intelligence use cases for retail
Site Selection
Organizations can use location intelligence to drive
their network expansion strategy with the help of LI
software that factors in a range of spatial datasets
like the point of interest (POI), demographics data,
and location data for local competitors, to predict
which potential sites could drive the most volume.
https://www.dista.ai/location-intelligence-applied
Chapter 05 - Location Intelligence for Retail and E-commerce
24
24
1
25
What are the demographics
of people in the area?
Which competitors have a
foothold in the area?
Is there a risk of potential
cannibalization?
Businesses can understand the health of a potential site and learn about the markets they want to enter by leveraging spatial
analytics software. They will get answers to key questions like:
Spatial analysis software helps identify the best
locations by analyzing areas of interest and their
sales potential.
It plays a crucial role in highlighting the
external factors that impact your current and
potential establishments' performance.
Chapter 05 - Location Intelligence for Retail and E-commerce
25
Customer Profiling
Businesses can offer personalized experiences
across all stages in a customer lifecycle by leveraging
customer location information.
Personalizing experiences based on location will
allow firms to compete on digital customer
experiences, improve customer engagement,
and ultimately boost business growth.
According to the Forrester Consulting
Thought Leadership Paper (7)
, nearly half of
the survey respondents were interested in
receiving promotional discounts and vouchers
based on location and their location data
being used to improve customer services and
checkout experiences.
https://www.dista.ai/location-intelligence-applied
(7) Source - The Forrester Wave
Chapter 05 - Location Intelligence for Retail and E-commerce
26
2
Dispatch Management
Get complete visibility and control of your dispatch
operations with dispatch management software that
leverages location intelligence to strategize and plan
delivery operations. Track the real-time movement of
your fleet, streamline reverse logistics, and
strengthen dispatch and routing.
https://www.dista.ai/location-intelligence-applied
Chapter 05 - Location Intelligence for Retail and E-commerce
27
3
28
Smart Beat Plan
An AI-powered scheduling engine can help optimize
sales and delivery beat plans by considering multiple
business constraints and variables, including retail
store location, proximity, order size, and retail outlet
priority.
https://www.dista.ai/location-intelligence-applied
Chapter 05 - Location Intelligence for Retail and E-commerce
4
29
https://www.dista.ai/location-intelligence-applied
Sales Territory Planning
Plan and manage sales territories and assign sales
reps to improve retail outlet coverage. Identify the
most suitable locations for expansion based on
consumer data, competition, spending patterns, and
ease of access to distribution centers. Uncover
meaningful trends and insights to make smarter
decisions.
Chapter 05 - Location Intelligence for Retail and E-commerce
5
Pankhuri Goel
“Dista Insight helped us identify the most suitable locations to set up
DCs, improve geographical coverage and delivery volume, thereby
reducing our fulfillment costs. Their spatial analysis software designed
an optimized first and last mile supply chain network.“
“ Director
Fulfilment & Experience
Customer Testimonial
Learn how Dista Insight helped a leading
e-commerce platform improve their
supply chain network design.
Chapter 05 - Location Intelligence for Retail and E-commerce
“
Click here
30
Location Intelligence for
Banking and Financial
Services
Chapter 06
31
FOOD
THOUGHT
FOR
Location Intelligence, now
more than ever, is pivotal
for BFS to solve more and
more challenges.
32
Retail and corporate banks and financial
services like NBFCs, Microfinance firms,
and cash management companies
leverage location intelligence software
to build an intelligent lead flow system,
try to reach potential customers first,
and improve lead engagement. It helps
them with faster lead onboarding TAT
and a higher lead conversion rate.
What if you could reach your customer
in 45 mins for the following tasks -
Open a current or savings account
Collect their onboarding documents
Verify their identity and KYC,
aadhar verification, biometrics
Inspect their claims
Mortgage inspections
Service POS machines
Background checks for loan
applications
Maximize collection rate
Attend service requests through
mobile apps or call centers
and much more….
Chapter 06 - Location Intelligence for Banking and Financial Services
Account
Hunting
Doorstep
Banking
Account
Farming
Strategic
Planning
Dista Powers All Business Lines in Your Financial Institution
Cash
Management
Other
Services
Retail/Corporate/ Merchant
Acquisition
Agent Assignment /
Optimization
Capture Visit Outcome
On-the-go
Maximize Sales
Conversion & Coverage
Cockpit for Real time
Field Insights
360 degree Relationship/
Portfolio Management
Intelligent Beat Planning
Smart Upsell/Cross-sell
Recommendations
A/C Opening/Customer
Onboarding
Service Requests/
Doorstep KYC
Doc Pickup/Delivery
Territory Management
(Decongestion, Catchment ++)
Dealer Network
Management
Delinquency Insights Site Selection
Collections & Recovery Cash in Transit Vault Management
Address Cleansing Locator
Retail
Banking
Corporate
Banking
Loans &
Mortgage
Overdraft
Services
Cards
Wealth
Management
Cassette Management
Credit/Risk
Sales and Marketing Branch Managers Relationship Managers Operations
Executives
Improved Customer
Activation
Address Verification
Chapter 06 - Location Intelligence for Banking and Financial Services
33
Dista - A Location Intelligence Platform
for Continuous Hunting & Farming of Customers
Lead
Generation
Lead
Qualification
Lead
Allocation
Account
Opening
(Lead Actioning)
Customer
Relationship
(Doorstep Banking
Upsell/Cross-sell)
Customer Acquisition/Hunting
Relationship
Management/Farming
Complete Visibility of Sales Team’s Operations and Pipeline Tracking
[Targets Vs Achievement, Sales Funnel, Performance, Discipline, Lead actioning SLA adherence, Attendance]
Chapter 06 - Location Intelligence for Banking and Financial Services
34
35
https://www.dista.ai/location-intelligence-applied
Customer Acquisition
Customer experience is a crucial lever for customer
retention, especially in the banking sector. Reaching
customers before your competition is important. By
leveraging a location intelligence platform, banks
can manage their sales force to visit potential
customers and turn them into new customers.
Financial services can automate their lead
management system and help the sales team take
faster action on leads.
Chapter 06 - Location Intelligence for Banking and Financial Services
1
36
Portfolio Management
A sales productivity platform helps banks structure
their account farming team and distribute
geographical areas by mapping merchants.
By leveraging a sales enablement platform powered
by AI/ML engines, field sales reps can pitch the most
recent offers and campaigns and do cross-sell and
up-sell. They can also track their performance and
target vs. achieved metrics transparently across the
organization.
https://www.dista.ai/location-intelligence-applied
Chapter 06 - Location Intelligence for Banking and Financial Services
2
37
Merchant Acquisition Business
Banks consider merchant banking as a process that
goes beyond merely acquiring point-of-sale (POS)
terminals. A sales productivity platform leveraging
the power of location intelligence can help banks
streamline the process of merchant onboarding. It
helps sales reps with the hunting and farming of
accounts.
https://www.dista.ai/location-intelligence-applied
Chapter 06 - Location Intelligence for Banking and Financial Services
3
38
Doorstep Banking
Banks can streamline and automate their doorstep banking
operations. They can empower their field sales executive with
an app for tracking leads, appointments, and collecting
customer data on the go. Sales reps can capture photos, upload
documents, and go paperless while onboarding customers.
Meanwhile, sales managers get clear visibility into the daily
operations of sales officers.
Chapter 06 - Location Intelligence for Banking and Financial Services
4
39
Risk Profiling
By leveraging location data, banks, and financial
institutions can identify high-risk areas of a city
where residents would not qualify for credit
approval. LI helps them analyze data spatially,
offering better insights for potential market
discovery. A robust AI/ML-based system identifies
positive and negative areas with a map-based risk
profiling of customers regarding their credit
approval. Similarly, it can also locate areas with high
or low delinquencies.
https://www.dista.ai/location-intelligence-applied
It helps understand customer credit profiles,
repayment history, and delinquency trends by
location. Business leaders can make quick informative
decisions about lending and business expansion by
leveraging these intelligent recommendations.
Chapter 06 - Location Intelligence for Banking and Financial Services
5
40
Cash Logistics Management
Cash transport between bank branches and ATMs
requires scheduling and orchestration of vehicles,
route optimization, tracking field personnel and
vehicles. A location intelligence platform can
streamline the process of ATM cash transfer and
manage multiple agencies and stakeholders
seamlessly.
LI can help in cash transport management by
providing real-time information on the location and
movement of cash transport vehicles and optimize
routes to reduce transport costs and increase
security.
https://www.dista.ai/location-intelligence-applied
Chapter 06 - Location Intelligence for Banking and Financial Services
6
Location Intelligence for
Insurance
Chapter 07
41
Sales and Renewal Claims Team Risk Team Operations Executives
Life
Insurance
Health
Insurance
Property
Insurance
Casualty
Insurance
Auto
Insurance
Solutions with location intelligence at its core have potential applications across various insurance processes, including marketing,
vehicle claim inspection management, underwriting, doorstep services, document collection, verification, loss mitigation, fraud
management, and more. With LI software, companies can orchestrate their large field force, manage multiple agencies, and go digital.
Chapter 07 - Location Intelligence for Insurance
42
● How do I acquire
new customers? And
cross sell and upsell
more to existing
customers?
● How can I automate
the sales and
renewal process?
● How can I fastrack
claim processing with
automation?
● How can I improve claim
approval TAT and
increase fraud
detection?
● How can I access risk
and feed into the
underwriting team?
● How do I get more
insights from the field?
● How can I put insights
& strategy into
immediate action?
● How to standardize
workflows and ops?
● How is my business
performing?
● Where should I place
the next big bets?
Field Claims Inspection
Orchestration
Insurance companies can streamline the orchestration of claims
inspection with field force management software that monitors field
executives. The tool helps with intelligent and timely case allocation,
multi-agency management, data verification, smart recommendations,
risk profiling, delinquency insights, and more.
Fraudulent
Area Definition
With a powerful visualization tool, businesses can get a complete
map-based view of the risk exposure and identify high delinquency
areas. This helps them design collection strategies based on customer
location and perform risk profiling based on past data from
industry/government bureaus.
Reduce
Costs
Geospatial monitoring can help in catastrophe modeling and minimize
losses for insurers. With spatial data analysis, companies can improve
the accuracy of the policy pricing to reduce the level of claims insurers
receive. The tool analyzes onboarded customer data and pumps it back
in the system to help draw meaningful actionable insights.
Here are Top Business
Challenges in the
Insurance Space that
are Solved with
Location Intelligence
Chapter 07 - Location Intelligence for Insurance
43
1
2
3
Become a Location
Intelligent Organization
with Dista
Chapter 08
44
Chapter 08 - Become a Location Intelligent Organization with Dista
In the near future, location-capable devices will be
omnipresent with rising mobile devices and become more
accurate. Location sharing is forecasted to be easier to
capture and share faster, owing to a continuous increase in
computing power.
Businesses will have a large amount of valuable location
information at their disposal that will derive crucial actionable
insights with the help of AI, BI, and ML systems.
Key Takeaways
Here's what businesses should focus on
to get the most out of their location data
● Spatial First
Organizations need to analyze the
importance of location data and decide if it
helps them better understand their
constraints.
● Data due Diligence
Understand your data repository, check if
you can improve it, and take the necessary
steps to ensure its integrity.
● Selection of LI Software
Enterprises need to assess and select the
right location intelligence software that
offers the right technology and solves
specific problems.
45
Location intelligence amplifies your BI and helps make crucial business decisions,
improve operational efficiency, and maximize customer satisfaction. It is extremely
difficult to track and verify daily ops if you have a large team of field reps. Similarly,
managing fleet assets like vehicles and drivers without a central system can get
overwhelming. Sales leaders and decision-makers face some common questions
and challenges like -
The answers are in the data; location analytics will
help you find them. Leverage Dista’s proprietary
AI-enabled location intelligence system to
visualize, analyze, and operationalize location
data. Our experts recommend a cyclic journey for
enterprises to stay ahead in the location
intelligence game with this framework.
Derive meaningful and actionable insights to boost
field operations, strengthen business processes,
and enhance customer experience.
Chapter 08 - Become a Location Intelligent Organization with Dista
Lack of insights into what is happening in the field
How to manage field ops and workload?
Poor customer experience because of missed SLAs and lost opportunities
Unoptimized sales beat plans
Where to set up my next outlet?
46
Rohit Kilam
“With Dista’s AI-enabled location intelligence platform, CMS provided
seamless, faster, safer, and hassle-free doorstep cash transportation
service. There was an increase in agent productivity while a reduction in
cash movement overheads with the right-sizing of custodians and vans.”
“ CTO
CMS Info Systems
“
Read more case studies
Chapter 08 - Become a Location Intelligent Organization with Dista
47
Prashant Gaur
“With Dista Deliver, we've been able to keep our 30 minute SLA. The
platform orchestrates 1,500+ riders and tracks orders from 500+ outlets
across India. It helped us define serviceable areas, expand customer
coverage, & facilitate new store onboarding.”
“ Chief Brand and Customer Officer
Pizza Hut, India Subcontinent
“
Dista Overview
Dista’s patent-pending low-code/no-code platform drives our custom product suite. With our 80-20 productized model,
we solve 80% of your business priorities through SaaS while customizing the remaining 20%.
Leverage our robust location
intelligence platform to
Maximize sales
Get geospatial insights
Increase operational efficiency
Chapter 08 - Become a Location Intelligent Organization with Dista
Core Components
Scheduling &
Routing
Asset Tracking
Territory
Management
Auto-
clustering
Capacity &
Skillset Mgt
Collaboration
Engine
Geospatial
Visualization
Smart Nudges
Customizable
Dashboards
Task
Management
Technology
&
Framework
Mobility
Platform
Event
Framework
White
Labelling
Recommendation
Engine
Integration
Framework
Processor
Engine
Template
Engine
Workflow
Engine
Reporting
Engine
Industries Financial
Services &
Insurance
CPG
Retail &
E-commerce
Energy &
Utilities
Healthcare &
Pharma
Telecom
Food &
Beverages
Services
Transport &
Logistics
Products
Dista
DELIVER
Dista
SALES
Dista
DELIVER
Dista
SERVICE
Dista
INSIGHT
MORE
TO COME
MORE
TO COME
MORE
TO COME
Biz Solutions Market
Expansion
Geospatial
Analytics
Cash/
Collections
Management
Network
Optimization
Fleet
Management
Field Service
Management
Delivery
Management
Salesforce
Management
Ride
Management
Dista
platform
MORE
TO COME
48
Dista Sales
Dista Sales is an AI-powered sales productivity software that
helps amplify sales conversions and accelerate growth. Run
your field sales ops on our platform to visualize, strategize,
and operationalize your outside sales team.
Get geospatial insights into what's happening in the field and
AI-driven recommendations to increase revenue and customer
reach.
Several leading enterprises leverage Dista Sales to
supercharge their topline, improve lead management, boost
lead engagement, and simplify account management.
Chapter 08 - Become a Location Intelligent Organization with Dista
49
Dista Service
Disa Service, our field service management platform redefines
field operations, improves the first-time fix rate of your field
force, optimizes their productivity with smart job allocation,
and improves customer experience.
The service automation software has empowered companies
to boost field productivity, get real-time visibility into the field
force, improve TAT, and customer experience.
Chapter 08 - Become a Location Intelligent Organization with Dista
50
Dista Deliver
Dista Deliver is a continuous learning and evolving intelligence
platform to serve all your first, mid, and last-mile orchestration
needs. The delivery management software helps companies
from industries like CPG, QSR, e-commerce, hyperlocal
businesses, among others to determine the most cost-efficient
route for higher delivery efficiency.
Chapter 08 - Become a Location Intelligent Organization with Dista
51
Dista Insight
Dista Insight is a robust geospatial analytics software that offers
actionable insights for leaders to discover, visualize, analyze,
and operationalize for making crucial business decisions.
Businesses can leverage our spatial analytics platform to help
with expansion plans, optimize resource forecasting, select
suitable locations to open new offices/branches/outlets, and
more. Companies from multiple industries can benefit from
Dista Insight as it helps business leaders make informed
decisions based on crucial insights and forecasting.
Chapter 08 - Become a Location Intelligent Organization with Dista
52
Visit www.dista.ai
and take the first step towards becoming
a location-intelligent organization.
Dista is a Google Cloud Build Partner. Our AI-enabled platform
that leverages Google Cloud and Google Maps Platform
technology to build and design location intelligence products to
solve crucial business use cases.
Supply Chain
& Logistics
Industrial Goods &
Manufacturing
Business &
Professional Services
Financial Services
Consumer Packaged
Goods
Cloud Native
Telecommunications
Author
Sneha Bokil
Designer
Ninad Sonkamble
Dista also has bagged seven Google Cloud Expertise
for industries including:
53
Others

More Related Content

Similar to A Definite Guide to Transform your Field Operations with Location Intelligence

BIG DATA & BUSINESS ANALYTICS
BIG DATA & BUSINESS ANALYTICSBIG DATA & BUSINESS ANALYTICS
BIG DATA & BUSINESS ANALYTICS
Vikram Joshi
 
Big-Data-The-Case-for-Customer-Experience
Big-Data-The-Case-for-Customer-ExperienceBig-Data-The-Case-for-Customer-Experience
Big-Data-The-Case-for-Customer-Experience
Andrew Smith
 
Synergetics-IIF-Tech-Ind
Synergetics-IIF-Tech-IndSynergetics-IIF-Tech-Ind
Synergetics-IIF-Tech-Ind
Nathan Louque
 
BA458 -- Research Paper
BA458 -- Research PaperBA458 -- Research Paper
BA458 -- Research Paper
Jovany Chaidez
 
Pivotal_thought leadership paper_WEB Version
Pivotal_thought leadership paper_WEB VersionPivotal_thought leadership paper_WEB Version
Pivotal_thought leadership paper_WEB Version
Madeleine Lewis
 

Similar to A Definite Guide to Transform your Field Operations with Location Intelligence (20)

Cognos BI Training Orientation
Cognos BI Training Orientation Cognos BI Training Orientation
Cognos BI Training Orientation
 
Mobile Business Intelligence and the Trends Enveloping the IT World
Mobile Business Intelligence and the Trends Enveloping the IT WorldMobile Business Intelligence and the Trends Enveloping the IT World
Mobile Business Intelligence and the Trends Enveloping the IT World
 
Bi in financial industry
Bi in financial industryBi in financial industry
Bi in financial industry
 
Bi in financial industry
Bi in financial industryBi in financial industry
Bi in financial industry
 
How ‘Big Data’ Can Create Significant Impact on Enterprises? Part I: Findings...
How ‘Big Data’ Can Create Significant Impact on Enterprises? Part I: Findings...How ‘Big Data’ Can Create Significant Impact on Enterprises? Part I: Findings...
How ‘Big Data’ Can Create Significant Impact on Enterprises? Part I: Findings...
 
Enterprise Mobility - Whitepaper
Enterprise Mobility - WhitepaperEnterprise Mobility - Whitepaper
Enterprise Mobility - Whitepaper
 
Business Intelligence Services | BI Tools
Business Intelligence Services | BI ToolsBusiness Intelligence Services | BI Tools
Business Intelligence Services | BI Tools
 
BIG DATA & BUSINESS ANALYTICS
BIG DATA & BUSINESS ANALYTICSBIG DATA & BUSINESS ANALYTICS
BIG DATA & BUSINESS ANALYTICS
 
Big-Data-The-Case-for-Customer-Experience
Big-Data-The-Case-for-Customer-ExperienceBig-Data-The-Case-for-Customer-Experience
Big-Data-The-Case-for-Customer-Experience
 
10120140502012
1012014050201210120140502012
10120140502012
 
Simplify your analytics strategy
Simplify your analytics strategySimplify your analytics strategy
Simplify your analytics strategy
 
Guide to Business Intelligence
Guide to Business IntelligenceGuide to Business Intelligence
Guide to Business Intelligence
 
Synergetics-IIF-Tech-Ind
Synergetics-IIF-Tech-IndSynergetics-IIF-Tech-Ind
Synergetics-IIF-Tech-Ind
 
BI
BIBI
BI
 
BA458 -- Research Paper
BA458 -- Research PaperBA458 -- Research Paper
BA458 -- Research Paper
 
Simplify your analytics strategy
Simplify your analytics strategySimplify your analytics strategy
Simplify your analytics strategy
 
bi
bibi
bi
 
Pivotal_thought leadership paper_WEB Version
Pivotal_thought leadership paper_WEB VersionPivotal_thought leadership paper_WEB Version
Pivotal_thought leadership paper_WEB Version
 
Big & Fast Data: The Democratization of Information
Big & Fast Data: The Democratization of InformationBig & Fast Data: The Democratization of Information
Big & Fast Data: The Democratization of Information
 
Analytics
AnalyticsAnalytics
Analytics
 

More from Dista

More from Dista (20)

Location Intelligence: A Guide to Transform BFSI Organizations
Location Intelligence: A Guide to Transform BFSI OrganizationsLocation Intelligence: A Guide to Transform BFSI Organizations
Location Intelligence: A Guide to Transform BFSI Organizations
 
[Infographic] 7 Ways Location Intelligence Improves Sales Route Planning
[Infographic] 7 Ways Location Intelligence Improves Sales Route Planning[Infographic] 7 Ways Location Intelligence Improves Sales Route Planning
[Infographic] 7 Ways Location Intelligence Improves Sales Route Planning
 
[Infographic] 7 Best Practices for Supply Chain Network Optimization
[Infographic] 7 Best Practices for Supply Chain Network Optimization[Infographic] 7 Best Practices for Supply Chain Network Optimization
[Infographic] 7 Best Practices for Supply Chain Network Optimization
 
[Infographic] 7 Delivery Logistics KPIs Leaders Should Track
[Infographic] 7 Delivery Logistics KPIs Leaders Should Track[Infographic] 7 Delivery Logistics KPIs Leaders Should Track
[Infographic] 7 Delivery Logistics KPIs Leaders Should Track
 
[Infographic] 5 Key Differences Between Location Intelligence and Business In...
[Infographic] 5 Key Differences Between Location Intelligence and Business In...[Infographic] 5 Key Differences Between Location Intelligence and Business In...
[Infographic] 5 Key Differences Between Location Intelligence and Business In...
 
Sales Territory Management: A Definitive Guide to Expand Sales Coverage
Sales Territory Management: A Definitive Guide to Expand Sales CoverageSales Territory Management: A Definitive Guide to Expand Sales Coverage
Sales Territory Management: A Definitive Guide to Expand Sales Coverage
 
Top 5 Location Intelligence Use Cases for NBFC.pdf
Top 5 Location Intelligence Use Cases for NBFC.pdfTop 5 Location Intelligence Use Cases for NBFC.pdf
Top 5 Location Intelligence Use Cases for NBFC.pdf
 
Infographic - 7 KPIs Sales Leaders Should Track.pdf
Infographic - 7 KPIs Sales Leaders Should Track.pdfInfographic - 7 KPIs Sales Leaders Should Track.pdf
Infographic - 7 KPIs Sales Leaders Should Track.pdf
 
Top 10 Features of Fleet Management Software.pdf
Top 10 Features of Fleet Management Software.pdfTop 10 Features of Fleet Management Software.pdf
Top 10 Features of Fleet Management Software.pdf
 
7 Must Have Features of Field Sales Management Software.pdf
7 Must Have Features of Field Sales Management Software.pdf7 Must Have Features of Field Sales Management Software.pdf
7 Must Have Features of Field Sales Management Software.pdf
 
Step-by-Step Guide to Create a Sales Territory Plan.pdf
Step-by-Step Guide to Create a Sales Territory Plan.pdfStep-by-Step Guide to Create a Sales Territory Plan.pdf
Step-by-Step Guide to Create a Sales Territory Plan.pdf
 
7 Key Benefits of Fleet Management Software.pdf
7 Key Benefits of Fleet Management Software.pdf7 Key Benefits of Fleet Management Software.pdf
7 Key Benefits of Fleet Management Software.pdf
 
Infographic - Top GIS Trends to Look Out For.pdf
Infographic - Top GIS Trends to Look Out For.pdfInfographic - Top GIS Trends to Look Out For.pdf
Infographic - Top GIS Trends to Look Out For.pdf
 
7 Best Practices for Sales Territory Management.pdf
7 Best Practices for Sales Territory Management.pdf7 Best Practices for Sales Territory Management.pdf
7 Best Practices for Sales Territory Management.pdf
 
Supply Chain Network Optimization Data Sheet
Supply Chain Network Optimization Data SheetSupply Chain Network Optimization Data Sheet
Supply Chain Network Optimization Data Sheet
 
Supply Chain Network Optimization Brochure.pdf
Supply Chain Network Optimization Brochure.pdfSupply Chain Network Optimization Brochure.pdf
Supply Chain Network Optimization Brochure.pdf
 
Territory Management Sell Sheet
Territory Management Sell SheetTerritory Management Sell Sheet
Territory Management Sell Sheet
 
Location Intelligent Field Sales Management: An Ultimate Guide to Managing Ou...
Location Intelligent Field Sales Management: An Ultimate Guide to Managing Ou...Location Intelligent Field Sales Management: An Ultimate Guide to Managing Ou...
Location Intelligent Field Sales Management: An Ultimate Guide to Managing Ou...
 
How to Streamline and Automate Employee Transport Management
How to Streamline and Automate Employee Transport ManagementHow to Streamline and Automate Employee Transport Management
How to Streamline and Automate Employee Transport Management
 
The Complete Field Sales Management Checklist
The Complete Field Sales Management ChecklistThe Complete Field Sales Management Checklist
The Complete Field Sales Management Checklist
 

Recently uploaded

Prosigns: Transforming Business with Tailored Technology Solutions
Prosigns: Transforming Business with Tailored Technology SolutionsProsigns: Transforming Business with Tailored Technology Solutions
Prosigns: Transforming Business with Tailored Technology Solutions
Prosigns
 

Recently uploaded (20)

Gamify Your Mind; The Secret Sauce to Delivering Success, Continuously Improv...
Gamify Your Mind; The Secret Sauce to Delivering Success, Continuously Improv...Gamify Your Mind; The Secret Sauce to Delivering Success, Continuously Improv...
Gamify Your Mind; The Secret Sauce to Delivering Success, Continuously Improv...
 
Accelerate Enterprise Software Engineering with Platformless
Accelerate Enterprise Software Engineering with PlatformlessAccelerate Enterprise Software Engineering with Platformless
Accelerate Enterprise Software Engineering with Platformless
 
A Comprehensive Appium Guide for Hybrid App Automation Testing.pdf
A Comprehensive Appium Guide for Hybrid App Automation Testing.pdfA Comprehensive Appium Guide for Hybrid App Automation Testing.pdf
A Comprehensive Appium Guide for Hybrid App Automation Testing.pdf
 
GlobusWorld 2024 Opening Keynote session
GlobusWorld 2024 Opening Keynote sessionGlobusWorld 2024 Opening Keynote session
GlobusWorld 2024 Opening Keynote session
 
Globus Compute Introduction - GlobusWorld 2024
Globus Compute Introduction - GlobusWorld 2024Globus Compute Introduction - GlobusWorld 2024
Globus Compute Introduction - GlobusWorld 2024
 
De mooiste recreatieve routes ontdekken met RouteYou en FME
De mooiste recreatieve routes ontdekken met RouteYou en FMEDe mooiste recreatieve routes ontdekken met RouteYou en FME
De mooiste recreatieve routes ontdekken met RouteYou en FME
 
GraphAware - Transforming policing with graph-based intelligence analysis
GraphAware - Transforming policing with graph-based intelligence analysisGraphAware - Transforming policing with graph-based intelligence analysis
GraphAware - Transforming policing with graph-based intelligence analysis
 
OpenFOAM solver for Helmholtz equation, helmholtzFoam / helmholtzBubbleFoam
OpenFOAM solver for Helmholtz equation, helmholtzFoam / helmholtzBubbleFoamOpenFOAM solver for Helmholtz equation, helmholtzFoam / helmholtzBubbleFoam
OpenFOAM solver for Helmholtz equation, helmholtzFoam / helmholtzBubbleFoam
 
Using IESVE for Room Loads Analysis - Australia & New Zealand
Using IESVE for Room Loads Analysis - Australia & New ZealandUsing IESVE for Room Loads Analysis - Australia & New Zealand
Using IESVE for Room Loads Analysis - Australia & New Zealand
 
How Recreation Management Software Can Streamline Your Operations.pptx
How Recreation Management Software Can Streamline Your Operations.pptxHow Recreation Management Software Can Streamline Your Operations.pptx
How Recreation Management Software Can Streamline Your Operations.pptx
 
A Comprehensive Look at Generative AI in Retail App Testing.pdf
A Comprehensive Look at Generative AI in Retail App Testing.pdfA Comprehensive Look at Generative AI in Retail App Testing.pdf
A Comprehensive Look at Generative AI in Retail App Testing.pdf
 
Globus Connect Server Deep Dive - GlobusWorld 2024
Globus Connect Server Deep Dive - GlobusWorld 2024Globus Connect Server Deep Dive - GlobusWorld 2024
Globus Connect Server Deep Dive - GlobusWorld 2024
 
Dominate Social Media with TubeTrivia AI’s Addictive Quiz Videos.pdf
Dominate Social Media with TubeTrivia AI’s Addictive Quiz Videos.pdfDominate Social Media with TubeTrivia AI’s Addictive Quiz Videos.pdf
Dominate Social Media with TubeTrivia AI’s Addictive Quiz Videos.pdf
 
Innovating Inference - Remote Triggering of Large Language Models on HPC Clus...
Innovating Inference - Remote Triggering of Large Language Models on HPC Clus...Innovating Inference - Remote Triggering of Large Language Models on HPC Clus...
Innovating Inference - Remote Triggering of Large Language Models on HPC Clus...
 
First Steps with Globus Compute Multi-User Endpoints
First Steps with Globus Compute Multi-User EndpointsFirst Steps with Globus Compute Multi-User Endpoints
First Steps with Globus Compute Multi-User Endpoints
 
Into the Box 2024 - Keynote Day 2 Slides.pdf
Into the Box 2024 - Keynote Day 2 Slides.pdfInto the Box 2024 - Keynote Day 2 Slides.pdf
Into the Box 2024 - Keynote Day 2 Slides.pdf
 
top nidhi software solution freedownload
top nidhi software solution freedownloadtop nidhi software solution freedownload
top nidhi software solution freedownload
 
Field Employee Tracking System| MiTrack App| Best Employee Tracking Solution|...
Field Employee Tracking System| MiTrack App| Best Employee Tracking Solution|...Field Employee Tracking System| MiTrack App| Best Employee Tracking Solution|...
Field Employee Tracking System| MiTrack App| Best Employee Tracking Solution|...
 
Globus Compute wth IRI Workflows - GlobusWorld 2024
Globus Compute wth IRI Workflows - GlobusWorld 2024Globus Compute wth IRI Workflows - GlobusWorld 2024
Globus Compute wth IRI Workflows - GlobusWorld 2024
 
Prosigns: Transforming Business with Tailored Technology Solutions
Prosigns: Transforming Business with Tailored Technology SolutionsProsigns: Transforming Business with Tailored Technology Solutions
Prosigns: Transforming Business with Tailored Technology Solutions
 

A Definite Guide to Transform your Field Operations with Location Intelligence

  • 1. A Definite Guide to Transform your Field Operations with Location Intelligence
  • 2. TABLE OF CONTENTS Why Should You Read this eBook? What is Location Intelligence? Location Intelligence Strategies for Businesses [Step 1] Visualize - Rely on Transparent Maps-based View into Field Operations [Step 2] Strategize - Access Actionable Insights and Take Informed Decisions [Step 3] Operationalize - Execute Optimized & Efficient Business Ops Rapidly Location Intelligence Strategies for Consumer Packaged Goods (CPG) Location Intelligence Strategies for Retail and E-commerce Location Intelligence Strategies for Banking and Financial Services Location Intelligence Strategies for Insurance Take The First Step to Becoming a Location Intelligent Organization 2 01 02 03 04 05 06 07 08
  • 3. Why Should You Read this eBook? Chapter 01 3
  • 4. About 80% of data has a location component.* Increasing demand for tailored customer experiences, coupled with higher pressure for operational efficiency, has resulted in businesses tapping into the power of location intelligence (LI)(1) . Hence, many enterprises can no longer ignore the business impacting potential of location intelligence. This data has the potential to generate intelligence crucial for Making better decisions Enhancing customer experience Optimizing business processes *(1) Source - GIS lounge 4 Chapter 01 - Why Should You Read this eBook?
  • 5. The COVID-19 pandemic significantly increased the demand for geographically-relevant information. Businesses and government institutions realized the potential of maps and their value as a powerful tool. LI and geographic information system (GIS) data also helped governments and medical authorities create dynamic COVID-19 dashboards, like the one created by Johns Hopkins University(2) . The dashboard continuously updated relevant information and key statistics about active cases, recovery rates, fatalities, proximity, spread, medical centers, and testing facilities. By leveraging location analytics data, the dashboard identified patterns and trends to help authorities make quick, informed decisions based on real-time information to curb the spread of the virus. (2) Source - John Hopkins University 5 Chapter 01 - Why Should You Read this eBook?
  • 7. 7 (3) Source - Location intelligence market Chapter 02 - What is Location Intelligence? Worldwide location intelligence market is expected to hit ~ USD 50 billion by 2035 during the forecast period of 2023-2035(3) . 7
  • 8. In business parlance, location intelligence (LI), or spatial intelligence, is the process of deriving meaningful insight from geospatial data relationships to solve a particular problem(4) . It involves layering multiple data sets spatially and/or chronologically for easy reference on a map, and its applications span industries, categories, and organizations. It is a business analysis process primarily built on geographical information systems (GIS) to provide analytical and operational business solutions. The technology helps businesses and governments gather key data sets for in-depth geospatial analysis, including GPS, transactional, and point-of-sale data. One of the main benefits of GIS is that it helps organizations find new opportunities and optimize operations. (4) Source - Location intelligence definition 8 Chapter 02 - What is Location Intelligence?
  • 9. 9 Chapter 02 - What is Location Intelligence? LI software reveals relationships between large data sets and turns these insights into actionable BI. With its ability to visualize spatial data, provide context, and perform analysis, LI software can help businesses improve their performance by allowing them to define and refine their operations. Decision-makers can leverage LI data to recognize emerging trends and facilitate quicker actions. With a spatial analytics system, they can analyze layers of POI data and location data. Business leaders can bank on these insights and strategize about opening new outlets/branches/stores, expanding operational areas, optimizing resources (human and fleet), and also improving budget and forecasting. 9 53% of enterprises say that Location Intelligence is either critically important or very important to achieving their goals for 2020.* *Source - Forbes Transforming Location Data and Insights into Location Intelligence
  • 10. (5) Source - Smartphone user 2023 Chapter 02 - What is Location Intelligence? 10 How is Location Data Collected? Location data is acquired in various ways and may vary across businesses. Beacons WiFi GPS Point of Sale (POS) Carrier Data There are almost 6.4 billion smartphone users worldwide (5) . Taking this data and converting it into operational intelligence is the new frontier for data driven success in businesses today. While the end consumer expects immediate gratification, it is becoming imperative for businesses to tap into location intelligence to meet customer demands at a much faster rate.
  • 11. Location Intelligence Strategies for Businesses Visualize. Strategize. Operationalize. Chapter 03 11
  • 12. As per the McKinsey Global Survey(6) on data and analytics, enterprises that derive new value from their data are more likely to be industry leaders and experience rapid growth. LI provides hyperlocal intelligence, real-world context, and actionable insights to answer geospatial questions, solve specific problems, or make crucial informed decisions. The advancements in wearables, transportation, mobile, and commerce have forced businesses to focus on the accuracy of location data to drive strong customer relationships, personalize service offerings, and remain relevant. “Ultimately, it is not the location data or spatial analytics that delivers value to the business, but the ability to embed them into decision making, actions, and experiences." The Forrester Wave, Location Intelligence Platforms, 2018(7) . (7) Source - The Forrester Wave (6) Source - McKinsey Survey Leveraging location intelligence has helped organizations Chapter 03 - Location Intelligence Strategies for Businesses Boost sales Improve customer experience Streamline global supply chains Stay competitive 12 1 2 3 4
  • 13. Strategize [Plan] Operationalize [Execute] ❖ AI/ML-based algorithmic analysis ❖ Perform simulations ❖ Arrive at trends and patterns ❖ Finalize outcome for operational roll-out ❖ Action insights by easy integrations ❖ Orchestrate field operations to achieve maximum efficiency and results Visualize [Monitor] ❖ Collect, ingest, and visualize your geospatial data ❖ Get contextual analytics from overlapping visual data layers We will dive deep into the significance and power of location intelligence and how it helps businesses visualize, strategize, and operationalize their strategies optimally. Location Intelligence business partners at Dista recommend a cyclic framework that businesses must undertake to stay ahead. Chapter 03 - Location Intelligence Strategies for Businesses 13
  • 14. [Step 1] Visualize Rely on 360-degree View into Your Field Operations Location intelligence software helps organizations collect a significant amount of data, analyze it, filter it, and use it for making business and operational decisions. Data scientists and analysts use it to see trends on maps to optimize several business opportunities. Several industries can leverage geospatial analysis to strengthen their decision-making process. Using spatial business intelligence, utility developers can determine maintenance schedules for infrastructure. Meanwhile, real estate investment firms can use it to select an ideal site for their next investment or to identify trends in neighborhoods and regions. Chapter 03 - Location Intelligence Strategies for Businesses 14 Business Opportunities
  • 15. In the case of transport, spatial analysis can optimize fuel consumption, fleet management, reduce carbon emissions, control operational costs, and more. It offers crucial insights by filtering across various parameters such as consumer demographics, behavior, POI, etc., which is vital while making key business decisions related to market expansion, site selection, and more. Drawing conclusions from complex data sets in high volume is challenging. With the help of geospatial data visualization, businesses can derive meaningful insights for strategic decisions. Dista helps large enterprises visualize their geodata in representations that make it easy for leaders to understand their business better. Chapter 03 - Location Intelligence Strategies for Businesses 15
  • 16. [Step 2] Strategize Gather Actionable Insights and Take Informed Decisions Chapter 03 - Location Intelligence Strategies for Businesses Location Intelligence helps organizations with their marketing strategy to: Identify high potential markets Improve overall pricing strategy Territory-based sales insights Identify new markets for expansion After visualizing multiple data sets related to the business, the next step is to leverage the data and run AI/ML-based algorithmic analysis. A robust spatial analytics software can run several simulations to offer meaningful insights into your data. Businesses can derive trends and patterns from the data, perform a cost-benefit analysis, and get recommendations crucial for solving business challenges. Intelligent analysis helps organizations plan their next action after considering measurable metrics. This results in streamlining business operations. After considering the intelligent analysis, businesses can move on to the next step of operationalizing the strategies. 16 Business Opportunities
  • 17. [Step 3] Operationalize Execute Optimized & Efficient Business Ops Rapidly Chapter 03 - Location Intelligence Strategies for Businesses Spatial analysis lends new perspectives to decision-making. Visualizing and analyzing the data helps businesses leverage the analysis to execute their operations. Organizations can expand their business, add multiple stores, identify new areas for business, define territories, and optimize their supply chain network, by leveraging the crucial insights derived from spatial analysis software. AI/ML-based systems find clusters and hotspots in complex datasets. By applying clustering analysis to customer data, they can unlock patterns and trends that help businesses better understand their markets. 17 Business Opportunities
  • 18. Location Intelligence for CPG Chapter 04 18 Let’s take look at how location intelligence can supercharge industries that have a field play like CPG.
  • 19. The direct-to-consumer (D2C) model gives businesses a competitive advantage due to unprecedented cultural shifts and changing consumer expectations. Leveraging comprehensive LI tools can help the retail and consumer packaged goods (CPG) sector gain a competitive edge in logistics, sales force, and territory management. CPG companies can use location data to analyze customer behavior, market potential and gain insights into their competition. By understanding footfall and visitation patterns, they can segment their customers and make more informed decisions about manufacturing and distribution. Chapter 04 - Location Intelligence for CPG 19
  • 20. With high demand for rapid deliveries, e-commerce, and hyperlocal service providers are improving the D2C offering. Asset tracking and management is expected to see a rise in demand owing to heavy reliance on logistics and supply chain management. Spatial analytics software and custom map APIs are used to track and manage physical assets, such as vehicles and monitor and optimize the use of these assets. This can be particularly useful for businesses with many assets to manage or needing to track their assets' locations and movements in real time. Chapter 04 - Location Intelligence for CPG 20
  • 21. LI is an integral tool that helps the retail and CPG sector gain a competitive edge in logistics, sales force, and territory management. It enables businesses to gain in-depth insight into external factors, their impact on the stores, and overall performance. A global consumer goods leader leveraged Dista’s live marine dashboard to improve real-time supply chain visibility. Our real-time transportation visibility (RTTV) tool offers a transparent view of real-time shipment movement, reduces demurrage and detention fees, and offers timely predictive ETA alerts. This helps track shipping delays and strengthen decision-making with reports and analytics. Chapter 04 - Location Intelligence for CPG 21 Deep Dive
  • 22. Location Intelligence for Retail and E-commerce Chapter 05 22
  • 23. Location is one of the key factors responsible for the popularity and growth of retail outlets or D2C distribution for e-commerce businesses. They can get in-depth insights by leveraging the data derived from location analysis, thereby helping them attract new customers and compare each outlet's performance for better ROI. Chapter 05 - Location Intelligence for Retail and E-commerce 23
  • 24. Here are a few key location intelligence use cases for retail Site Selection Organizations can use location intelligence to drive their network expansion strategy with the help of LI software that factors in a range of spatial datasets like the point of interest (POI), demographics data, and location data for local competitors, to predict which potential sites could drive the most volume. https://www.dista.ai/location-intelligence-applied Chapter 05 - Location Intelligence for Retail and E-commerce 24 24 1
  • 25. 25 What are the demographics of people in the area? Which competitors have a foothold in the area? Is there a risk of potential cannibalization? Businesses can understand the health of a potential site and learn about the markets they want to enter by leveraging spatial analytics software. They will get answers to key questions like: Spatial analysis software helps identify the best locations by analyzing areas of interest and their sales potential. It plays a crucial role in highlighting the external factors that impact your current and potential establishments' performance. Chapter 05 - Location Intelligence for Retail and E-commerce 25
  • 26. Customer Profiling Businesses can offer personalized experiences across all stages in a customer lifecycle by leveraging customer location information. Personalizing experiences based on location will allow firms to compete on digital customer experiences, improve customer engagement, and ultimately boost business growth. According to the Forrester Consulting Thought Leadership Paper (7) , nearly half of the survey respondents were interested in receiving promotional discounts and vouchers based on location and their location data being used to improve customer services and checkout experiences. https://www.dista.ai/location-intelligence-applied (7) Source - The Forrester Wave Chapter 05 - Location Intelligence for Retail and E-commerce 26 2
  • 27. Dispatch Management Get complete visibility and control of your dispatch operations with dispatch management software that leverages location intelligence to strategize and plan delivery operations. Track the real-time movement of your fleet, streamline reverse logistics, and strengthen dispatch and routing. https://www.dista.ai/location-intelligence-applied Chapter 05 - Location Intelligence for Retail and E-commerce 27 3
  • 28. 28 Smart Beat Plan An AI-powered scheduling engine can help optimize sales and delivery beat plans by considering multiple business constraints and variables, including retail store location, proximity, order size, and retail outlet priority. https://www.dista.ai/location-intelligence-applied Chapter 05 - Location Intelligence for Retail and E-commerce 4
  • 29. 29 https://www.dista.ai/location-intelligence-applied Sales Territory Planning Plan and manage sales territories and assign sales reps to improve retail outlet coverage. Identify the most suitable locations for expansion based on consumer data, competition, spending patterns, and ease of access to distribution centers. Uncover meaningful trends and insights to make smarter decisions. Chapter 05 - Location Intelligence for Retail and E-commerce 5
  • 30. Pankhuri Goel “Dista Insight helped us identify the most suitable locations to set up DCs, improve geographical coverage and delivery volume, thereby reducing our fulfillment costs. Their spatial analysis software designed an optimized first and last mile supply chain network.“ “ Director Fulfilment & Experience Customer Testimonial Learn how Dista Insight helped a leading e-commerce platform improve their supply chain network design. Chapter 05 - Location Intelligence for Retail and E-commerce “ Click here 30
  • 31. Location Intelligence for Banking and Financial Services Chapter 06 31
  • 32. FOOD THOUGHT FOR Location Intelligence, now more than ever, is pivotal for BFS to solve more and more challenges. 32 Retail and corporate banks and financial services like NBFCs, Microfinance firms, and cash management companies leverage location intelligence software to build an intelligent lead flow system, try to reach potential customers first, and improve lead engagement. It helps them with faster lead onboarding TAT and a higher lead conversion rate. What if you could reach your customer in 45 mins for the following tasks - Open a current or savings account Collect their onboarding documents Verify their identity and KYC, aadhar verification, biometrics Inspect their claims Mortgage inspections Service POS machines Background checks for loan applications Maximize collection rate Attend service requests through mobile apps or call centers and much more…. Chapter 06 - Location Intelligence for Banking and Financial Services
  • 33. Account Hunting Doorstep Banking Account Farming Strategic Planning Dista Powers All Business Lines in Your Financial Institution Cash Management Other Services Retail/Corporate/ Merchant Acquisition Agent Assignment / Optimization Capture Visit Outcome On-the-go Maximize Sales Conversion & Coverage Cockpit for Real time Field Insights 360 degree Relationship/ Portfolio Management Intelligent Beat Planning Smart Upsell/Cross-sell Recommendations A/C Opening/Customer Onboarding Service Requests/ Doorstep KYC Doc Pickup/Delivery Territory Management (Decongestion, Catchment ++) Dealer Network Management Delinquency Insights Site Selection Collections & Recovery Cash in Transit Vault Management Address Cleansing Locator Retail Banking Corporate Banking Loans & Mortgage Overdraft Services Cards Wealth Management Cassette Management Credit/Risk Sales and Marketing Branch Managers Relationship Managers Operations Executives Improved Customer Activation Address Verification Chapter 06 - Location Intelligence for Banking and Financial Services 33
  • 34. Dista - A Location Intelligence Platform for Continuous Hunting & Farming of Customers Lead Generation Lead Qualification Lead Allocation Account Opening (Lead Actioning) Customer Relationship (Doorstep Banking Upsell/Cross-sell) Customer Acquisition/Hunting Relationship Management/Farming Complete Visibility of Sales Team’s Operations and Pipeline Tracking [Targets Vs Achievement, Sales Funnel, Performance, Discipline, Lead actioning SLA adherence, Attendance] Chapter 06 - Location Intelligence for Banking and Financial Services 34
  • 35. 35 https://www.dista.ai/location-intelligence-applied Customer Acquisition Customer experience is a crucial lever for customer retention, especially in the banking sector. Reaching customers before your competition is important. By leveraging a location intelligence platform, banks can manage their sales force to visit potential customers and turn them into new customers. Financial services can automate their lead management system and help the sales team take faster action on leads. Chapter 06 - Location Intelligence for Banking and Financial Services 1
  • 36. 36 Portfolio Management A sales productivity platform helps banks structure their account farming team and distribute geographical areas by mapping merchants. By leveraging a sales enablement platform powered by AI/ML engines, field sales reps can pitch the most recent offers and campaigns and do cross-sell and up-sell. They can also track their performance and target vs. achieved metrics transparently across the organization. https://www.dista.ai/location-intelligence-applied Chapter 06 - Location Intelligence for Banking and Financial Services 2
  • 37. 37 Merchant Acquisition Business Banks consider merchant banking as a process that goes beyond merely acquiring point-of-sale (POS) terminals. A sales productivity platform leveraging the power of location intelligence can help banks streamline the process of merchant onboarding. It helps sales reps with the hunting and farming of accounts. https://www.dista.ai/location-intelligence-applied Chapter 06 - Location Intelligence for Banking and Financial Services 3
  • 38. 38 Doorstep Banking Banks can streamline and automate their doorstep banking operations. They can empower their field sales executive with an app for tracking leads, appointments, and collecting customer data on the go. Sales reps can capture photos, upload documents, and go paperless while onboarding customers. Meanwhile, sales managers get clear visibility into the daily operations of sales officers. Chapter 06 - Location Intelligence for Banking and Financial Services 4
  • 39. 39 Risk Profiling By leveraging location data, banks, and financial institutions can identify high-risk areas of a city where residents would not qualify for credit approval. LI helps them analyze data spatially, offering better insights for potential market discovery. A robust AI/ML-based system identifies positive and negative areas with a map-based risk profiling of customers regarding their credit approval. Similarly, it can also locate areas with high or low delinquencies. https://www.dista.ai/location-intelligence-applied It helps understand customer credit profiles, repayment history, and delinquency trends by location. Business leaders can make quick informative decisions about lending and business expansion by leveraging these intelligent recommendations. Chapter 06 - Location Intelligence for Banking and Financial Services 5
  • 40. 40 Cash Logistics Management Cash transport between bank branches and ATMs requires scheduling and orchestration of vehicles, route optimization, tracking field personnel and vehicles. A location intelligence platform can streamline the process of ATM cash transfer and manage multiple agencies and stakeholders seamlessly. LI can help in cash transport management by providing real-time information on the location and movement of cash transport vehicles and optimize routes to reduce transport costs and increase security. https://www.dista.ai/location-intelligence-applied Chapter 06 - Location Intelligence for Banking and Financial Services 6
  • 42. Sales and Renewal Claims Team Risk Team Operations Executives Life Insurance Health Insurance Property Insurance Casualty Insurance Auto Insurance Solutions with location intelligence at its core have potential applications across various insurance processes, including marketing, vehicle claim inspection management, underwriting, doorstep services, document collection, verification, loss mitigation, fraud management, and more. With LI software, companies can orchestrate their large field force, manage multiple agencies, and go digital. Chapter 07 - Location Intelligence for Insurance 42 ● How do I acquire new customers? And cross sell and upsell more to existing customers? ● How can I automate the sales and renewal process? ● How can I fastrack claim processing with automation? ● How can I improve claim approval TAT and increase fraud detection? ● How can I access risk and feed into the underwriting team? ● How do I get more insights from the field? ● How can I put insights & strategy into immediate action? ● How to standardize workflows and ops? ● How is my business performing? ● Where should I place the next big bets?
  • 43. Field Claims Inspection Orchestration Insurance companies can streamline the orchestration of claims inspection with field force management software that monitors field executives. The tool helps with intelligent and timely case allocation, multi-agency management, data verification, smart recommendations, risk profiling, delinquency insights, and more. Fraudulent Area Definition With a powerful visualization tool, businesses can get a complete map-based view of the risk exposure and identify high delinquency areas. This helps them design collection strategies based on customer location and perform risk profiling based on past data from industry/government bureaus. Reduce Costs Geospatial monitoring can help in catastrophe modeling and minimize losses for insurers. With spatial data analysis, companies can improve the accuracy of the policy pricing to reduce the level of claims insurers receive. The tool analyzes onboarded customer data and pumps it back in the system to help draw meaningful actionable insights. Here are Top Business Challenges in the Insurance Space that are Solved with Location Intelligence Chapter 07 - Location Intelligence for Insurance 43 1 2 3
  • 44. Become a Location Intelligent Organization with Dista Chapter 08 44
  • 45. Chapter 08 - Become a Location Intelligent Organization with Dista In the near future, location-capable devices will be omnipresent with rising mobile devices and become more accurate. Location sharing is forecasted to be easier to capture and share faster, owing to a continuous increase in computing power. Businesses will have a large amount of valuable location information at their disposal that will derive crucial actionable insights with the help of AI, BI, and ML systems. Key Takeaways Here's what businesses should focus on to get the most out of their location data ● Spatial First Organizations need to analyze the importance of location data and decide if it helps them better understand their constraints. ● Data due Diligence Understand your data repository, check if you can improve it, and take the necessary steps to ensure its integrity. ● Selection of LI Software Enterprises need to assess and select the right location intelligence software that offers the right technology and solves specific problems. 45
  • 46. Location intelligence amplifies your BI and helps make crucial business decisions, improve operational efficiency, and maximize customer satisfaction. It is extremely difficult to track and verify daily ops if you have a large team of field reps. Similarly, managing fleet assets like vehicles and drivers without a central system can get overwhelming. Sales leaders and decision-makers face some common questions and challenges like - The answers are in the data; location analytics will help you find them. Leverage Dista’s proprietary AI-enabled location intelligence system to visualize, analyze, and operationalize location data. Our experts recommend a cyclic journey for enterprises to stay ahead in the location intelligence game with this framework. Derive meaningful and actionable insights to boost field operations, strengthen business processes, and enhance customer experience. Chapter 08 - Become a Location Intelligent Organization with Dista Lack of insights into what is happening in the field How to manage field ops and workload? Poor customer experience because of missed SLAs and lost opportunities Unoptimized sales beat plans Where to set up my next outlet? 46
  • 47. Rohit Kilam “With Dista’s AI-enabled location intelligence platform, CMS provided seamless, faster, safer, and hassle-free doorstep cash transportation service. There was an increase in agent productivity while a reduction in cash movement overheads with the right-sizing of custodians and vans.” “ CTO CMS Info Systems “ Read more case studies Chapter 08 - Become a Location Intelligent Organization with Dista 47 Prashant Gaur “With Dista Deliver, we've been able to keep our 30 minute SLA. The platform orchestrates 1,500+ riders and tracks orders from 500+ outlets across India. It helped us define serviceable areas, expand customer coverage, & facilitate new store onboarding.” “ Chief Brand and Customer Officer Pizza Hut, India Subcontinent “
  • 48. Dista Overview Dista’s patent-pending low-code/no-code platform drives our custom product suite. With our 80-20 productized model, we solve 80% of your business priorities through SaaS while customizing the remaining 20%. Leverage our robust location intelligence platform to Maximize sales Get geospatial insights Increase operational efficiency Chapter 08 - Become a Location Intelligent Organization with Dista Core Components Scheduling & Routing Asset Tracking Territory Management Auto- clustering Capacity & Skillset Mgt Collaboration Engine Geospatial Visualization Smart Nudges Customizable Dashboards Task Management Technology & Framework Mobility Platform Event Framework White Labelling Recommendation Engine Integration Framework Processor Engine Template Engine Workflow Engine Reporting Engine Industries Financial Services & Insurance CPG Retail & E-commerce Energy & Utilities Healthcare & Pharma Telecom Food & Beverages Services Transport & Logistics Products Dista DELIVER Dista SALES Dista DELIVER Dista SERVICE Dista INSIGHT MORE TO COME MORE TO COME MORE TO COME Biz Solutions Market Expansion Geospatial Analytics Cash/ Collections Management Network Optimization Fleet Management Field Service Management Delivery Management Salesforce Management Ride Management Dista platform MORE TO COME 48
  • 49. Dista Sales Dista Sales is an AI-powered sales productivity software that helps amplify sales conversions and accelerate growth. Run your field sales ops on our platform to visualize, strategize, and operationalize your outside sales team. Get geospatial insights into what's happening in the field and AI-driven recommendations to increase revenue and customer reach. Several leading enterprises leverage Dista Sales to supercharge their topline, improve lead management, boost lead engagement, and simplify account management. Chapter 08 - Become a Location Intelligent Organization with Dista 49
  • 50. Dista Service Disa Service, our field service management platform redefines field operations, improves the first-time fix rate of your field force, optimizes their productivity with smart job allocation, and improves customer experience. The service automation software has empowered companies to boost field productivity, get real-time visibility into the field force, improve TAT, and customer experience. Chapter 08 - Become a Location Intelligent Organization with Dista 50
  • 51. Dista Deliver Dista Deliver is a continuous learning and evolving intelligence platform to serve all your first, mid, and last-mile orchestration needs. The delivery management software helps companies from industries like CPG, QSR, e-commerce, hyperlocal businesses, among others to determine the most cost-efficient route for higher delivery efficiency. Chapter 08 - Become a Location Intelligent Organization with Dista 51
  • 52. Dista Insight Dista Insight is a robust geospatial analytics software that offers actionable insights for leaders to discover, visualize, analyze, and operationalize for making crucial business decisions. Businesses can leverage our spatial analytics platform to help with expansion plans, optimize resource forecasting, select suitable locations to open new offices/branches/outlets, and more. Companies from multiple industries can benefit from Dista Insight as it helps business leaders make informed decisions based on crucial insights and forecasting. Chapter 08 - Become a Location Intelligent Organization with Dista 52
  • 53. Visit www.dista.ai and take the first step towards becoming a location-intelligent organization. Dista is a Google Cloud Build Partner. Our AI-enabled platform that leverages Google Cloud and Google Maps Platform technology to build and design location intelligence products to solve crucial business use cases. Supply Chain & Logistics Industrial Goods & Manufacturing Business & Professional Services Financial Services Consumer Packaged Goods Cloud Native Telecommunications Author Sneha Bokil Designer Ninad Sonkamble Dista also has bagged seven Google Cloud Expertise for industries including: 53 Others