Satrix Solutions saves 30 days a year and wins more deals with Displayr

Challenge

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:

1. Provide consistent report updates during the survey period to keep clients informed.
2. 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.

Solution

Automating their reporting workflow and deepening analysis

Satrix wanted a tool to reduce their manual reporting workload, accelerate turnaround times, and tease out deeper insights for their clients. They found everything they needed—and more—with Displayr.

 

Fast and disruption-free rollout

Displayr is an all-in-one statistical analysis and reporting tool designed specifically for survey data.

While Dan felt slightly daunted rolling out new software, implementing Displayr was smooth.

He explains, “Because Displayr is very intuitive, I was able to figure out most of the platform through my own exploration. If I couldn't figure something out I always had a responsive Customer Support team there to help me. While it felt really big at the beginning, it actually went very smoothly and felt very comfortable.”

 

Automating manual tasks with live reporting

Almost immediately, Dan used Displayr to automate his reporting workflow and dramatically improve team efficiency.

Instead of creating reporting updates from scratch every week, Dan builds the report only once. Then he uses the Displayr API to automatically update the report with live data.

Dan says, “Having the ability to generate that report one time at the beginning of the survey and have it just update itself throughout the survey window has been really beneficial to us and our clients. It’s allowed us to move from sending them a static report every Thursday to giving them live updates whatever day they want to see it.”

 

Customized reporting for each client’s needs

Because Displayr makes analysis and reporting faster and easier, Satrix is empowered to provide clients with more tailored service.

Dan and his team easily customize reports with just a few clicks. Plus, they create attractive dashboards packed with charts, graphs, and other visualizations that give clients a clear snapshot of their survey performance.

Dan says, “Building graphs and charts is really easy with Displayr. You drag-and-drop different elements, pick the visualization you want, and bam, you’ve got it! Because we’re very particular about the aesthetics of what we show, we do spend extra time tinkering, but Displayr makes life easier.”

 

Deepening and speeding up analysis

Today’s data clients are hungry for the deepest insights, and they want them fast. With Displayr, Dan can easily run all the advanced analysis he needs, from regressions and clustering to key driver analysis.

He says, “Displayr does more than just displaying data beautifully. It has advanced statistical capabilities that make analysis fast and easy. We’re able to provide added insights that we weren’t doing on a consistent basis before.”

In one example, Satrix uses Displayr to transform qualitative Voice of Customer (VoC) data into powerful quantitative insights in minutes. This is instantly available to clients, enabling fast and informed decision-making.

 

Self-service gives clients flexibility

Because reports update live in Displayr, Satrix’s clients can pull up the latest results themselves and view program progress in real-time.

They can filter dashboards to hone data to their specific requirements. They can even export data themselves to satisfy any internal business need.

Dan says, “Displayr has advanced statistical capabilities that make analysis fast and easy.”

Results

30 days a year freed up for higher-value work

With Displayr, Dan and his team have automated repetitive tasks and reduced the turnaround for reporting and analysis.

 

5 hours of bandwidth recovered every week

Dan reports that Displayr saves his team 5 hours a week. And that’s a big deal. Over the course of a year, the team saves a staggering 30 days to channel into other priorities.

This frees them up to start on clients’ final reports sooner. They also have extra time for internal projects, such as streamlining processes that improve productivity and client satisfaction.

Dan explains, “I recently used freed-up time to think through the relationship between my team, researchers, and consultants. I put together a SOP document which provides better guidelines and checkpoints, and we’re now collaborating better than ever.”

 

Final PowerPoint reports turned around 33% faster

Dan estimates that moving forward, Satrix will deliver clients’ final reports 33% faster. This is because they will start the report sooner and leverage time-saving features within Displayr.

Dan explains, “We will use Displayr’s filters and templates to speed up the PowerPoint build. If I have a 2022 project and then that same project comes up in 2023, I can easily duplicate the report, connect a new data set, and roll with it.”

 

Strengthening sales pitches and winning more deals

Displayr makes Dan and his team more skilled and powerful. It enables them to broaden their offering and differentiate themselves from competitors in sales pitches.

Dan says, "We’re able to garner new clients that we wouldn’t have been able to sell to previously because we have Displayr as part of our offering."

 

A transformative tool that analysts and researchers love

Because Displayr helps Satrix work faster, serve clients better, and free up time for higher value work, everyone from research consultants to analysts love it.

Dan says, “We love working in Displayr because it gets us out of PowerPoint and Excel and into a more advanced system where we all want to be. It almost makes the report building process more fun!

“My team is happier, because they’re more in control, doing interesting work, and constantly increasing their skills without wasting time.”

We’re able to garner new clients that we wouldn’t have been able to sell to previously because we have Displayr as part of our offering.