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Three teams, and what changed for them.
Every paying INSYNCR customer runs a recurring report where a wrong number has a consequence. These three published what happened when they stopped rebuilding it. The figures are theirs, not ours.
From four months of copy and paste to an afternoon
A global private equity firm. Over $40bn under management, ten offices, headquartered in Stockholm.
The report. One sustainability scorecard per portfolio company, every year, for 55 plus companies, under SFDR.
Four months of building the reports by hand, by one person
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.Head of Sustainability Analytics
They tested UpSlide and Microsoft's own Excel to Microsoft PowerPoint linking first. Neither handled the scale, and neither automated the object linking.
A thousand charts, updated in one pass
The Brandsmith. Southern California, founded by Michael Smith, clients from mid market to global manufacturers.
The report. Brand sentiment reporting across 40 plus international markets and 45 plus variables, monthly client reviews for a staffing MSP, and quarterly business reviews.
Four to ten hours of manual updating per report, on top of the day job
Reporting time down by at least 25 percent and up to 50 percent
A repeatable process saving hundreds of hours each quarter while delivering rich, data driven leadership presentations.The market research workflow, in the story
Two to three business days saved per quarterly review, across 50 plus clients a quarter. Enterprise tools like Tableau were too much for the smaller accounts.
More reports per analyst, and a service to sell
Lumen Research. Eye tracking since 2013, data from more than 700,000 individuals, billions of eye movements.
The report. Client reports on attention metrics such as cost per thousand attentive seconds and prompted recall, built in PowerPoint from Excel.
Copy and paste from Excel, and links that broke whenever a file path moved
Centralized connections, no broken links, and more reports per analyst
I can now share the dynamic PowerPoint file with our Partnership and Account managing team, without having to worry that they end up adjusting back end links to data connections or break something by accident.Marfa Popova, data analyst
Report requests used to arrive ad hoc and were handled first come, first served. Consistency turned them into a service clients come back for.
Bring the one you rebuild every cycle.
20 minutes, your template, your data source. You leave knowing whether it can be bound and which pack you need.
No credit card · Your data stays on your PC · Windows, Office 2016+