Customer story

The Brandsmith: 1,000 charts, updated at once

The Brandsmith, LLC is a marketing services agency in Southern California, founded by Michael Smith, producing market research reporting across 40 plus markets and 45 plus variables.

charts updating at once

1,000 plus

less time per QBR

25 to 50%

saved per QBR, 50 plus clients a quarter

2 to 3 days

Before

Monthly MSP client reports and quarterly business reviews where BI teams spent 4 to 10 hours per report touching the same charts.

After

Templates bound to the research data: 1,000 plus charts updating at once, QBRs in 25 to 50 percent less time, 2 to 3 business days saved per QBR across 50 plus clients a quarter.

“This is the definition of madness, right? Touching the same chart every quarter.”

Michael Smith, founder, The Brandsmith

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.