Retail and e-commerce
Finance reporting and marketing lists, automated
Two teams got their time back — the monthly numbers and the campaign lists now build themselves.
Proves · Process automation
- Automatic
- monthly reporting
- On demand
- segmented campaign lists
Challenge
Finance compiled monthly management reports by hand in spreadsheets; marketing built campaign lists by pulling customer data manually from several disconnected systems. Both were slow, repetitive and error-prone.
Approach
Finance reports were rebuilt as dashboards fed automatically from the source systems, removing the manual compilation. For marketing, scripts pull and filter customer data across systems to produce segmented campaign lists on demand.
Outcome
Finance reporting refreshes on its own, so the team analyses instead of assembling; marketing builds segmented lists in a fraction of the time. Fewer manual steps also meant fewer mistakes.