A system that builds the weekly report and flags what your team would miss
A marketing team was spending six hours every week pulling numbers from five different systems and formatting them into a report that was already out of date by the time anyone read it. We built a system that assembles it overnight and flags problems the team would have missed.
Five data sources, six hours of assembly, and by the time leadership saw the numbers they were already a week old. One person knew how to build it. When they were away, nobody got a report.
The team was good at their jobs. The report was just a bad use of their time. Instead of trying to make it faster to build, we removed the need to build it at all.
The team walks in to a finished report, reviews it, adds their own notes, and moves on. The hours that used to go toward assembly now go toward doing something about what the numbers say.
| Region | Status | Revenue |
|---|---|---|
| London & South East | On track | £98k |
| Midlands & East | On track | £76k |
| North West | Watch | £62k |
| Scotland & North East | On track | £48k |
We spent time with the team to understand how the report was put together and where the hours went. Then we built a system to handle it. The whole thing took eight weeks from first conversation to handover, and the team has been running it on their own since.