Client Reporting Automation
@2025

Project Overview

Two analysts spent most of each Monday rebuilding the same client reports by hand. We consolidated the data sources, automated the pulls and scheduled delivery, keeping human review only where judgement was genuinely needed.

  • Industry: Data & analytics services
  • Services: Reporting automation, integration
  • Project duration: 6 weeks
  • Result: 64 analyst hours returned each month
Client
DataSolutions
Services
AI & Automation
Category
Automation
Timeline
6 Weeks

Driven Results

Reporting runs automatically each Monday morning, 64 analyst hours a month were returned to billable work, and reporting errors stopped reaching clients.

Project Challenge

Client reports were assembled manually from five systems every week. The work consumed two analysts, arrived late often, and small copy-paste errors regularly reached clients.

Automation Assessment
Build & Integrate
Monitoring & Handover
4.9 Review Ratings

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