Learn how switching from a manual process to an automated system improved client reporting and data management for a company that serves over 1,000 clients a week. This study explains how custom software was built to combine tasks and automate work, cutting costs and speeding up operations.
About Client
An agency was spending about $12,000 a month on virtual assistants. They handled internal client reporting, updated performance dashboards, and manually transferred data between Typeform and Monday.com.
Challenge
To stop relying on manual work for repetitive tasks by building an automated system that handles client reporting and data management quickly and correctly.
Our Solution to Get their Desired Results
A custom solution was built to automate and connect the weekly tasks of client reporting and data management. Specific triggers were set up on the platforms so information flowed smoothly with updates and simpler operations.
Weekly Client Dashboard Updates
Automated system for continuous performance tracking
Payment Data Updates
Accurate financial reporting.
Streamlined Client Onboarding
Reduces manual effort with an efficient automated process.
Content Generation
Utilises AI for improved content creation.
What it can do
Cost Savings
Switching to automation removed the $12K per month cost of virtual assistants, turning that expense into extra profit for the company.
Efficiency Gains
Onboarding and reporting that used to take 2 days now happen instantly with constant updates.
Accuracy Improvement
Automation got rid of common errors in internal data, reports, and documents, making them more accurate and dependable.
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