Daily Flash Reporting
Our client created a set of ‘Flash Reports’ which were manually refreshed and distributed daily, reporting key sales analysis to the field and head office. The data used for these reports already existed in the CSL Warehouse and, therefore, a requirement had been raised to use this data to simplify and automate the process. This meant that the client’s valuable time was freed-up whilst also ensuring more accurate reporting.
What challenges did the client face?
The existing process that our client was using to distribute these Flash Reports was very time consuming, unwieldy and inefficient. The data was manually processed into data tables daily, an email was then created and sent to a distribution list. As well as being extremely time consuming, this left room for human error.
What did we do to solve it?
CSL automated the whole process, removing any human interaction and reducing risk. The daily sales data is automatically processed every morning, through into a suite of bespoke, visual emails. Each user gets an email focused on their needs utilising sales data up to and including yesterday, ready for them to consume at the start of their day.
What were the benefits for the client?
This solution provided our client with a reliable resolution which runs daily ‘like clockwork’ and provides key metrics and actionable insights. In addition to this, the time spent manually processing the data and emails each day was saved, allowing this time to be used to add value and insights.