Customer story

Private equity: from four months to three hours

A private equity firm with over $40bn under management, headquartered in Stockholm, with 55 plus portfolio companies and an annual sustainability scorecard for each.

per cycle, before

Four months

to refresh and generate all reports

2 to 3 hours

portfolio companies, one scorecard each

55 plus

Before

Four months of manual work per cycle, by one person, to produce the scorecards. UpSlide and native Excel to Microsoft PowerPoint linking were tested first.

After

One template bound to the portfolio data. Once the objects were linked for the first company, every scorecard generated in one click. Two to three hours to refresh and generate all of them.

“Once I linked the objects for the first company, I could generate all the scorecards in one click. That saved us four months of work.”

ESG analyst, private equity (the site names the firm as Acme Inc.)

How it was built

One 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.