Professional Services · Technology & AI Consulting
Cutting manual reporting time 60% with three automated workflows
A technology consulting engagement that replaced manual client reporting with automated, always-current dashboards.
60%
Less time spent on manual reporting
3
Workflows automated in month one
1 wk
From consultation to first automation live
0
Missed weekly reports since launch
On the ground
The challenge
Meridian Legal Group's marketing team was spending most of a workday every week manually pulling numbers from five different platforms into a spreadsheet for client and leadership reporting — time that wasn't going toward actual strategy.
The strategy
Ran a technology audit across their existing marketing and reporting stack.
Identified the three highest-friction manual workflows: weekly reporting, lead handoff to sales, and campaign status updates.
Built automations connecting their ad platforms, CRM, and reporting dashboard directly.
Trained the internal team to maintain and extend the automations after handoff.
The results
Manual reporting time dropped 60% in the first month, with the first automation live within a week of the initial consultation. The team has not missed a weekly report since launch.
Client name and figures shown are an illustrative example used to demonstrate our reporting format — not a verified case result.