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.