Reporting Unleashed: Elevate Your Small Business with SMART Data Reporting
August 22, 2023
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Reporting is often the most overlooked piece of data analytics. Reporting is the key cog in the data analytics.
Catalyst
We help small business owners increase profit and put time back on their calendar by automating your reporting using our Catalyst program.
Your challenges
- Part-Time Excel Guru: You didn’t start your business to build Excel spreadsheets, but you find yourself struggling to update and maintain spreadsheets in order to see basic business numbers. Leaving you wishing for a better way.
- Flying Blind: You don’t know your numbers. You “think” your conversion rate is three percent based on a report you ran last year or was that three years ago?
- A Day Late: Your report only gets updated once a month. However, the decisions you make need daily data. This lag has you missing trends that lead to opportunities.
- Operator, Not Owner: You need to manage your business but are busy updating excel reports. This causes a no win situation of choosing either to steer the ship blind or burn valuable time collecting data.
- Data Distrust: You know that your data is 80% correct, but you don’t know what data falls into that 80%. You also have different definitions of the same metric across departments, leading to confusion.
- Teamwork Troubles: Your sales team has its reports. Your marketing team has their reports. These teams do not have shared reports and operate on different sets of numbers.
Our Process
What differentiates us is we are an active partner in your success. We will replace your current reporting with custom reports that are more effective and automated. To do this we use the Catalyst process.
Catalyst is a custom cloud-based service that helps you migrate from the stone age to the modern age. Catalyst allows you to move away from spreadsheets and manual data manipulation to instant, no touch reporting. With Catalyst, you will experience the benefits of data consolidation, easy data exploration, and scalability.
Catalyst’s four step process is outlined to the right. If you are ready to get started make sure to setup a call with us using one of the green buttons on the page.
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Results You Will See
Automation of enrollment forecasting allowed the client to save $70,000 in manual effort a year and get data in a timely and accurate manner that led to increasing revenue by $40,000.
Automation of reports that eliminates $6,000 worth of manual effort per year. The data being available on time allowed the staff to gain insights worth an additional $114,000 for the year.
Breaking down silos and consolidating data into automated reports lead to a savings of $26,000 annually in manual effort and provided data to management that facilitated 2.5x order growth for the company.
Automated reporting process takes minutes instead of days. Saves over $50,000 annually. Additionally, the reports allowed the owner to alleviate the stress of the weekly fire drill in completing the reports for clients.
Automation provided data in an accurate and timely manner that allowed tracking of a cost center in the business. The availability of this insight lead to a 40% decrease in spend.
Automation of survey analysis across 200 customers that would take hours per customer to build. The client saves $80,000 a year on automating this process.
what our clients say
Jeff Lawson, VP of Analytics Thorlo, Inc.
Fantastic experience working with CDA! Was able to help us identify retail locations with greatest growth potential. Used their skill/experience to extract US Census data at census tract level and then integrate it with our internal store listing database on Tableau platform allowing senior leaders to visually see the opportunities...
Troy Istre, COO at XstremeMD
The reports CDA built are worth every penny. It used to take us half a day to respond to CEO questions about encounter trends. We can now answer those questions in minutes. We now log in to Tableau and the reports are there for us. We can count on the data to be correct and it saves us a significant amount of time.
JJ Perino, Founder at Two Ten
Overall great experience…This project will save us at least 10 hours per week once operational and tens of thousands of dollars per year.
Eric Durdov, Managing Director of Utilities Intelligence
These guys can handle very tough/complex assignments and come up with innovative ideas and solutions. I was very pleased with the outcome of this engagement.
WANT TO DISCUSS HOW WE CAN HELP YOU
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