Win-Loss Reporting Case Study
Is it time for your company to retire your Excel spreadsheets and automate reporting? If you have data stored across multiple sources, a spreadsheet isn't the best solution for creating a unified, and useful, report.
As this case study shows, SAS process automation not only reduces the amount of time and steps needed to consolidate data and create reports, it also results in more accurate, timely and relevant data insights. Get the case study here. ⏩
What challenges did the tech company face with Excel reporting?
The tech company faced significant challenges with their Excel reporting, which involved a cumbersome 34-step process taking 3.5 days to generate quarterly win-loss reports. Data was scattered across multiple databases, leading to outdated information by the time reports were completed. This resulted in decisions being made based on intuition rather than current data.
How did the company automate their reporting process?
The company approached automation in two phases. In phase one, they reduced the reporting process to 13 steps, taking only half a day monthly, by consolidating data and using Vlookups. In phase two, they implemented SAS to create live, interactive dashboards, eliminating the need for Excel entirely and allowing for daily data refreshes with a hands-off approach.
What were the outcomes of the automation?
After automating their reporting, the tech company experienced double-digit annual revenue growth and improved decision-making capabilities. The new insights allowed for better product focus, informed staffing decisions, and the initiation of targeted campaigns, ultimately enhancing sales effectiveness and enabling quicker responses to emerging questions.
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