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Case Study: PowerPoint Automation

Automating complex report generation

The client

This $10-billion regional business unit of a global pharmaceutical company generated 250 reports each month for a variety of stakeholders. Its brand leads, regional marketing and senior management teams created 8,000 slides per month to support strategic forecasting for nine brands in 28 countries.

The challenge

The organization relied on a steady stream of third party data that needed to be transformed into appropriate enterprise forecasting KPIs. With data points changing from month to month, the analysts were under intense pressure to manually process and check data. This created data quality management (DQM) concerns and reporting delays, which eroded trust between senior leaders and the analytics teams. As well, the teams were relying on basic tools and costly external resources to build reports each month. The client needed a sustainable, agile, cost-effective way to reduce manual processes while improving DQM and giving analysts time to build meaningful insights that support decision making and financial forecasts.

The solution

The company selected the Scarsin solution for its speed and integration of PowerPoint within the platform, for simple report creation. The analyst team also appreciated the Excel-based tools that enabled them to automate DQM processes themselves, reducing reliance on busy technical teams, and rebuilding trust with senior leaders. They were particularly impressed with the platform’s ability to generate 2,000 fully editable slides per hour, completing the entire reporting cycle in just one day, without using expensive external vendors. These automation and production efficiencies allowed the brand analysts to focus on insights instead of data checking.

The results

Once the Scarsin platform was implemented, stakeholders received reports days earlier each month with noticeably better data quality. In addition to rebuilding trust in the strategic forecasting, brand analysts each recovered 25 to 40 hours per month to focus on generating insights. With unified data sources and best-in-class DQM management, marketing and leadership teams were able to identify threats and opportunities more easily. The organization was also able to reduce expenses by bringing report production in house.
“Scarsin’s process expertise and platform helped transform our PPT reporting within the business unit. Our goal of focusing our analytical resources on insight generation as opposed to report building was greatly enhanced. “ — Head of Strategic Planning

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