All case studies
Finance, FP&A & marketing
Reporting & list automation
Manual spreadsheet compiling and list-building, replaced by pipelines that run themselves.
Proves · Process automation
- Auto
- API delivery
- Python
- list automation
- Fewer
- manual errors
Challenge
Monthly FP&A reporting meant manually compiling spreadsheets, while customer data sat in disparate systems — making marketing list-building slow, repetitive and error-prone.
Approach
Built dynamic Tableau dashboards fed by automated API delivery to remove the manual compilation, and wrote custom Python to extract and filter customer data across systems for campaign lists.
Outcome
Finance reporting refreshes on its own, marketing builds segmented lists in a fraction of the time, and fewer manual touchpoints means fewer errors.
Tableau API automation Python