Speeding up reporting and analysis
Satrix Solutions conducts critical market research for businesses, delivering data, trends, insights, and recommendations that help to boost loyalty, retention, and growth.
Fundamental to Satrix’s success is a highly skilled reporting and analytics team, led by Dan Genord. Whenever Satrix conducts research for its clients, Dan and his team need to:
- Provide consistent report updates during the survey period to keep clients informed.
- At the conclusion of the project, construct a comprehensive PowerPoint presentation, filled with actionable insights and analyses.
Wasting valuable time on repetitive tasks
While Dan’s team did an excellent job meeting those responsibilities, they were slowed down by manual tasks. The team was constantly exporting data into Excel, coding that data to manipulate and visualize it, and relentlessly cutting and pasting into PowerPoint.
Quickly producing reports was an ongoing challenge for Dan, as he constantly felt the looming pressure of client deadlines.
Dan says, "Delivering reports in Excel and PowerPoint takes a lot of manual development. We wanted to find another compelling option for our clients, where they could access real-time dashboards faster."
Constantly redoing work reduces team efficiency
Reporting in a tool that wasn’t connected to their data caused more pain. To deliver weekly updates, they had to manually update reports and analyses, which created unnecessary workload.
And it wasn’t just the updates that were painful. Final deliverables were equally manual and time-consuming to create, with PowerPoint reports taking up to three weeks to complete.
While Satrix’s clients were satisfied with those timelines, Dan wasn’t satisfied. As a skilled data professional, he was determined to find a solution to move faster and better.
He says, “We wanted to find a way to speed up that process and increase client satisfaction through faster turnaround times and deeper insights.”
Delivering reports in Excel and PowerPoint takes a lot of manual development. We wanted to find another compelling option for our clients, where they could access real-time dashboards faster.