Your reporting, automated.

Free up
your time
to do what
matters
most

Hard deadlines, multiple projects going on at the same time, and you still need to find some time to do sales so the team has something to do next quarter... And still, we are copy-pasting (or even typing in!) data points from banners into chart templates lifted from some dusty report from five years ago?

My client was facing all that, plus field uncertainties, and having to deliver 10+ reports before the client's big concept tasting...

With a bespoke automation, my client got worry-free & accurate reporting. They were able to spend time on the good stuff: applying their unique knowledge of the client's business to find the story in the data and write up the insights.

Project background
  • Client
    -

    A research agency

  • End client
    -

    A global QSR chain

  • Previous research
    -

    Several editions

  • Type of study
    -

    Concept & pricing test

By the numbers

Concepts
Testing product perceptions, and a pricing analysis via Van Westendorp for each concept.
Countries
Fielded in a region where delays are a given, the data would arrive in batches.
reports
One report per country, each covering the 20+ concepts.
slides
Total across all reports, including summary reporting.
weeks
Delivery window for all reports.
hours
To create one report, ready for the client's bullets.

Slide & layout design

Expertly curated design & data visualization choices. Advanced custom graphs created in the familiar native PowerPoint environment. Pixel-perfect consistency within and across reports.

Examples show mock data.

Drag
Drag
Drag

Automation

Excel VBA subroutines
To handle all the numbers.
PowerPoint VBA subroutines
For error-free slide replication.
Scripts coded in Python
Manipulating concept images.

Meticulous custom setup to dynamically update repetitive slides efficiently, quickly, and error-free. Not just percentages and stat-testing indicators—the entry of assets, such as country indicators, product photos and descriptions, was automated as well.

Timeline

1.
Slide & layout design

Dialing down and confirming data viz & layout choices to match the study and the target audience.

2.
Phase 1 of development

Using the previous year's questionnaire, data, & report, devising the architecture of the automation and preparing the required workbooks, formulas, and macros.

3.
Phase 2 of development

Updating the setup to reflect the finalized new survey and data outputs.

4.
First report delivery

Continuously debugging & optimizing the process, this delivery sets the foundation for the rest.

5.
Remaining reports

With same- or next-day delivery possible once new data is supplied, the client gains ample time to write analysis as well as focus on other projects.

Kick-off
Meeting to discuss project requirements.
Development, phase 1
Mockup slides presented
Showing data viz & layout choices.
Survey development
Over the next 2-3 weeks.
Development, phase 2
First dataset provided
With data for 3 countries.
First report delivered
Data for the first country.
Report delivered
Report delivered
Data provided
For 3 countries.
Report delivered
Report delivered
Report delivered
Data provided
For one country.
Report delivered
Data provided
For 3 countries.
Report delivered
Report delivered
Last report delivered
Presentation to end-client

In their own words

“Beautiful reports! We presented everything successfully … and still no follow ups … That was state of the art … looking forward to the next collab! Quality, design and clarity = all were amazing! nailed it!”

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