From Manual Reports to a Data-Driven Culture at Presidents Institute

Presidents Institute is a leading networking organization for top executives across the Nordics. Headquartered in Copenhagen, with offices in Norway, Sweden, and Finland, they offer structured, professionally facilitated networks that help business leaders grow through peer-to-peer knowledge sharing and strategic sparring.

Founded in 2005 in collaboration with Oxford Business School, the Institute has built a strong cross-border community of more than 1,000 members. As a membership-based business, efficient operations, strong internal communication, and a steady stream of new members are crucial for success.

The Institute has dedicated internal teams for sales, customer success, and marketing—all of whom rely on real-time, reliable data to work purposefully and effectively.

Before implementing Plecto, Presidents Institute was facing several operational challenges in their daily workflows:

No real-time insight into sales activity or results

The sales team relied on manually compiled weekly reports distributed every Monday. The data was always outdated, making it impossible to react to changes or optimize performance in real time.

Lack of transparency and shared overview

Both leadership and team members lacked simultaneous access to the same data. This created uncertainty about goals, direction, and overall momentum.

Difficulty motivating through data

Without visible goals or real-time feedback, it was hard to build a motivating culture based on recognition, healthy competition, and celebration.

Disconnected data from core systems

Sales activity in Zoho CRM and call data from Aircall were not connected. This made it difficult to get a clear, unified picture of team performance and results.

Bottom line

The Institute needed a solution that would make data useful, accessible, and motivating—without requiring heavy technical maintenance.

At ZRM, we stepped in as both technical and strategic partner—combining deep knowledge of Presidents Institute’s needs with hands-on expertise in implementing Plecto, Zoho CRM, and Aircall.

Together with the team, we built a solution that would not only improve operational efficiency but also strengthen the organizational culture.

Key integrations

Custom dashboards for every team

Gamification and motivation

Ongoing support and scaling

The Outcome
The collaboration between Presidents Institute, ZRM, and Plecto has led to more than just better dashboards. It has created a more data-driven and motivated organization, where both employees and management can act faster and with more confidence. Read Plecto’s Case Study of the implementation here.

And perhaps most importantly: the solution has become part of the daily culture—not just a dashboard, but a shared language and motivation tool across departments.