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💡 About The Company
Acme Inc. is a global private equity firm managing over $40 billion in assets across ten international offices. With headquarters in Stockholm and a strategic presence in London, New York, and Frankfurt, the firm is known for leading leveraged buyouts in established markets across Northern Europe and North America.
As private equity firms face increasing pressure to deliver value beyond financial returns, Acme Inc. has taken a forward-thinking approach to sustainability integration and ESG performance tracking. Their Sustainable Finance Services team oversees 55+ portfolio companies and ensures they meet both regulatory obligations under SFDR and investor expectations for data transparency, quality, and sustainability impact.
At the heart of their process lies an annual Sustainability Scorecard Report, packed with benchmarks, peer comparisons, performance evolution, and KPI tracking, from emissions and carbon footprint to social and governance metrics. As the regulatory and investor lens sharpens on ESG, manual report building simply wasn’t scalable. It was time for a smarter solution.
🔥 Challenges Faced
High-stakes reporting, Collaboration Obstacles, and Wasted Time
The sustainability team at Acme Inc. faced a familiar yet formidable challenge:
- 55+ companies, 1 report each, annually.
- Sustainability reports are detailed and backed with stacks of data from multiple, diverse sources.
- Analysing the data, copy-pasting every single figure, chart, and KPI into PowerPoint, and making sure it remains clear of human error is incredibly tedious.
- All this work ensured it took four months to complete each cycle.
There was a lot of data. A lot of formatting. And a lot of copy-pasting. It just wasn’t sustainable. Especially with the quality we aim for and which our customers entrust us with.
The process was time-consuming, error-prone, and risky, especially when deadlines loomed or data needed updating midway through. What Acme Inc.needed was automation that wouldn’t compromise flexibility or insight.
Sound Familiar?
Learn how we can help you optimize your reporting workflow and see results today!
🌟 Implemented Solution
INSYNCR for Automated, Scalable, and Visually Rich Reporting
That’s when Acme Inc. discovered INSYNCR, the data-to PowerPoint automation tool.
After testing alternatives like UpSlide and Microsoft’s native Excel–PowerPoint linking, none of which could handle the scale or automate object linking, INSYNCR emerged as the only platform that could:
- Link Excel data directly to PowerPoint report templates
- Automate population of multiple reports from one dataset
- Retain object mappings for reuse across reporting cycles
- Use conditional formatting for visualising results
With INSYNCR, sustainability analysts now link, tag, refresh, and generate all 55+ company reports in just a few hours.
Favourite INSYNCR features of Acme Inc.:
- Excel-to-PPT linking (list & textbox objects)
- Conditional rules (for color-coded scores)
- Scrolling/looping through data rows to generate multiple reports
- Picture linking (for visual traffic-light scoring)
- Snapshot Save As (one report per company in a click)
- Data refresh for up-to-date figures
🚀 Resulting Impact
From 4 months of copy-pasting, to a couple of hours of generating.
BEFORE INSYNCR
AFTER INSYNCR
4 months of manual report creation (by 1 person)
Just 2–3 hours to refresh and generate all reports
Time-consuming copy-paste from Excel into PPT
1-time linking with reusable templates and instant refresh
High risk of manual errors
Data accuracy ensured through automation
Low flexibility for last-minute data changes
Instant refresh keeps data current at all times
Limited time left for advisory or strategic analysis
Freed-up time to focus on improving portfolio sustainability
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
⚡️ Key Takeways
Key Takeaways for the Private Equity Industry
- Scalable sustainability reporting is no longer optional: As regulations like SFDR become stricter and LPs demand transparency, private equity firms must upgrade manual workflows.
- Automation unlocks value and capacity: INSYNCR enabled Acme Inc. to do in hours what previously took months, without needing to grow their team.
- Data quality and presentation go hand-in-hand: Automated formatting and dynamic linking ensure data accuracy, clarity, and professional presentation.
- Strategic advisory requires analyst time: By reducing repetitive work, sustainability professionals can focus on higher-value activities like strategic ESG guidance and benchmarking.
Key Takeaways for the Marketing and Services Industry
- INSYNCR bridges Excel and PowerPoint in a way no other tool does, giving sustainability teams the power to create impactful, data-rich reports at scale.
- The more structured your data, the greater the benefit. If your sustainability or ESG reports draw from surveys, KPIs, or emissions data housed in Excel; INSYNCR lets you do more with less time.
- Reusable templates + Refresh + Snapshot = Automation at its best. One setup, infinite time saved.
It was the only tool that actually solved our problem.
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