My client was seeking to streamline their business operations and focused on improving the way reports, management plans, and client service history were generated. The current method was slow and labour-intensive, taking several days to produce a single document using existing digital data. To save time and ensure accuracy, my client needed to implement a more efficient process.
By conducting weekly progress calls and using an iterative approach, I successfully delivered a solution that satisfied my client’s needs and was eventually integrated as a valuable component of the business. The generated dynamic reports were capable of covering all report generation requirements for my client’s business without any compromises.