The challenge
A 20-person agency produced 40 client reports every month — copied from five tools into slides by whoever drew the short straw. Numbers disagreed between decks, juniors dreaded Fridays, and clients started asking questions the team couldn’t answer.
Our approach
We defined one metric dictionary, connected the five source tools into a single dashboard and automated the monthly pack — commentary prompts included. Account managers now spend review meetings discussing insights instead of assembling slides.
Two training sessions brought the whole team onto the new rhythm.
40 hrs
returned to the team every month
5 → 1
tools consolidated into one dashboard
100%
of reports now sent on schedule
“Practical, not theoretical. Within one quarter our support backlog fell 60% and the team finally trusts the numbers on the dashboard.”
— Meera Krishnan, VP Customer Support
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