Monthly reporting cut from 4 hours per account to 30 minutes
Team leads were manually pulling delivery, financial, and pipeline data from multiple systems each month.
- Before: 4 hours x 12 active accounts = 48 hours/report cycle
- After: 0.5 hours x 12 accounts = 6 hours/report cycle
- Time saved: 42 hours/month (~5.25 days), 63 days/year
Leadership impact: Faster monthly board pack prep and fewer late-night reconciliations.