Automated Reporting System
See how we helped a business automate their client reporting, saving an estimate of 10+ hours per week and improving client satisfaction.
“Fast work, great communication, problem understood well and solved.”
- Vytas Mikulenas, Leansales.tech
The Challenge & Solution
When we started working with this agency, they were spending countless hours manually compiling client reports. Their team needed a solution that would scale.
The Challenge
The agency was struggling with time-consuming manual processes, from gathering data across multiple sources to creating individual client reports. Their team was bogged down by repetitive tasks and faced challenges maintaining consistency across their reporting.
The Impact
Their team was spending countless hours each week on manual reporting tasks. This not only affected their operational efficiency but also delayed valuable insights for clients, impacting overall satisfaction and growth potential.
1. Target
We looked at the current system and figured out the key pieces of data needed for the report.
2. Customize
We developed an automated system that pulls data from their database, generates formatted reports, and organizes information in a way that’s both comprehensive and easy to understand.
3. Automate
We set up automated reports that are created and sent to their clients on a set schedule, removing the need to do it manually.
Ready to Automate Your Business?
We'll walk you through our process and discuss your needs.
book a call