The challenge
The board pack took a day and a half to assemble each month, pulling from CRM, accounting, project management and a spreadsheet, and was often finished during the meeting itself.
Objectives
- Assemble the pack without manual work
- Use one definition of each metric
- Deliver it before the meeting
- Make month-on-month comparison reliable
What we built
A scheduled reporting pipeline blending CRM, finance and delivery data into a consistent model, rendered as a pack and delivered on a schedule ahead of the meeting.
Technology
Scheduled scripts · Zoho Analytics · Zoho Flow
How it was delivered
- Data model blending CRM, accounting and project sources
- Metric definitions consolidated so months are comparable
- Scheduled generation and delivery ahead of the meeting date
- Variance highlighting against the prior period
Outcomes
- A day and a half of assembly work disappeared each month
- The pack arrives before the meeting, not during it
- Month-on-month figures are genuinely comparable