Customer profitability tool for Helaform Oy

The main purpose of this thesis project is to provide the commissioning company, Helaform Oy, with a custom-built customer profitability tool that is both reliable and scalable. Helaform Oy is a Finnish SME that is known worldwide for its high quality products and outstanding technical service. The company’s management team will utilize the tool to help develop the company’s relationship with its customers towards a more profitable partnership. Even though the thesis tool can be utilised on all of the company’s global customers, the target market for this tool will be the company’s domestic market. This is the place where the profitability tool can provide the most added value for the company. The company’s management team has not utilised this kind of a customer profitability tool before. Hence the tool will be designed to be as simple as possible, while still providing valuable data on whether the company’s relationships with its customers are standing on a sustainable footing. The thesis will provide the commissioning company with a tool to analyse only the profitability of its customers. The tool enables the company to save time spent on manual profitability calculations. The tool will also enable the company to make quick estimates on the profitability of new projects. Under no circumstances will the thesis tool analyse the profitability of the commissioning company itself. Any non-public financial data related to the commissioning company will be redacted from this thesis. The thesis tool was built upon the theories and concepts of management accounting to provide it with credibility and continuity. The thesis tool also involves the information received during interviews. This allowed the thesis tool to be designed to match the needs of the commissioning company’s business environment and user experience. The thesis was designed in six steps presented in the theoretical framework. The thesis process was finalized by providing findings and evaluating the outcome of the tool. Recommendations are provided to the commissioning company on how to improve the thesis tool in the future