Redesigned integrated reporting for a large pharma, reducing redundancy by 80%
The Challenge
Cumbersome Reporting Setup
The client was spending heavily on reporting resources for Commercial Teams in their organization. No matter how many reports they created, the utilization & engagement remained low on standard metrics. Additionally, their team spent more time collating additional insights and trying to match metrics across various sources. They were lacking a central hub that covered needs of all teams and became their source of truth.
Our Approach
Creating central source of truth for downstream teams
1. User & System Insights
- Conducted assessment of current state, user pain points and unmet needs.
- Identified two high-potential customer segments that were previously underserved.
2. System Overhaul & Re-design
- Redesigned business units reports, making them mutually exclusive & collectively exhaustive.
- Standardized data sources, business rules, metrics definitions & automated report generation.
3. Go-to-Market Execution
- Built a structured training program & tested with early experience team for feedback.
- Set up central libraries & documentation and rolled them out to extended teams.
4. Organizational Alignment
- Trained day-to-day users on new reporting framework.
- Set-up an Ad-hoc insights management system for prioritization & long term operations cadence.
The Results
Growth That Speaks for Itself
- 100% reports overhauled in 4 months, new system rolled out in 6 months.
- >80% redundancy reduced from across existing reports.
- Increased user engagement by 75% (measured till 3 months post launch).
- Built a scalable report generation framework that the team continues to use for growth.