Before
Manual copy and paste from analysis into decks, and Excel links that broke. Reports took longer than the analysis.
After
Linked templates with instant refresh and Snapshot PDFs. More reports per analyst, clients moved to monthly and quarterly reporting, and reporting became a recurring revenue stream.

“It saves me so much time, by taking the administrative and repetitive away, so I can focus on quality.”Lumen Research
How it was built
One Microsoft PowerPoint template. Each figure, chart and table bound to the data it comes from. A filter for the record (company, client, market) and Snapshot to produce one file per record. Refresh for the next cycle.
Quoted as published on insyncr.com. Nothing here goes beyond the public story.
