The situation
The team was repeatedly pulling together client reports across multiple accounts. It needed one view without the manual preparation each time.
The work
- Built an automated workflow for preparing client reports.
- Consolidated reporting across eight accounts into one daily report.
What followed
The result
The published case reports ten hours saved per week on client reporting. The team still handles client conversations and decides what to do with the reports.
Tim Stoddart, the client behind Quantum and Stodzy, is also a TheShop partner.