Automate Quarterly Business Reviews for 1,000’s of Customers

Problem

3 full-time employees at this digital infrastructure provider were spending 100% of their time creating Monthly and Quarterly Business Reviews for customers. With 1,000’s of customers, this was a continuous 5 week cycle that was entirely manual, and driven by data exports, spreadsheets, and PowerPoint. It was inefficient, inaccurate, and unsustainable.

Automate Quarterly Business Reviews for 1,000’s of Customers

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