The reports people actually automate first.
Five recurring documents, each one rebuilt by hand somewhere right now. They are not industries and they are not features: they are the specific report a team is tired of, and what changes when the figures on it are bound to the systems they came from.
Client packs and factsheets
Client packs, factsheets and performance reports, one per client, with every number bound to the system it came from.
Read morePrivate equityOne ESG scorecard per company
One sustainability scorecard per portfolio company, once a year, from one template and one register.
Read moreAgencies and researchResearch reporting at scale
The same chart set, per client or per market, every month or quarter.
Read moreEnergy and industrySafety and compliance reports
Shift, safety and audit decks built from the historian, SQL Server or the internal share, on the analyst's own PC.
Read moreUniversities and schoolsOne document per student
Ceremony decks, certificates and one document per student from one template and one list.
Read moreGovernment and public sectorReports that survive an audit
Read moreThe same document, on a schedule, with numbers that move.
Every one of these is built from systems the team already has, sent to someone who acts on it, and wrong if a figure is stale. That is the whole shape of the problem INSYNCR is for. If yours looks like one of these, the calculator on the pricing page will put your own hours against it.
