Work / Delivery / Customer credit optimisation

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Fewer customers falling behind on their bills.

Customer credit optimisation · E.ON Next · 2024–2025. Account analysis that cut delinquent accounts by 10% in six months, plus the executive reporting behind it.

−10%
RoleHome Solution Specialist, assistant project management duties
When2024–2025
ToolsExcel, Looker, Looker Studio, Tableau

Context

Delinquent accounts are expensive twice over: the revenue is at risk, and the recovery work is manual. The team could see the total but not the shape of it.

Problem

Work out which accounts were drifting and why, without waiting on a data team that had its own queue.

Role

I ran the credit optimisation and demand management projects and built the account analysis myself in Excel.

Process

Built executive dashboards in Looker, Looker Studio and Tableau so the position was visible without anyone re-running the numbers, then automated the KPI reporting workflows that had been done by hand.

Outcome

Delinquent accounts fell 10% over six months. Data retrieval time dropped 30% and manual tracking activity fell 40%.

10%

decrease in delinquent accounts in six months

30%

reduction in data retrieval time

40%

decrease in manual tracking activity

Source: E.ON Next. Account analysis built in Excel.

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