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Automated Client reports

Automated Client reports An eCommerce agency with four project managers managing 45 active client accounts each month — across marketing, development, and creative retainers — currently spends around 37 hours per month producing manual reports to demonstrate value to their clients. This highly time-consuming process costs the agency approximately £20,000 per year draining valuable delivery […]

Automated Client reports

An eCommerce agency with four project managers managing 45 active client accounts each month — across marketing, development, and creative retainers — currently spends around 37 hours per month producing manual reports to demonstrate value to their clients. This highly time-consuming process costs the agency approximately £20,000 per year draining valuable delivery and client-facing time.

Project Overview

Using our proprietary software Whizzbyt, we built a tailored AI Portal that centralises all client reporting data and integrates an intelligent chat agent. This setup enables instant data refreshes and automated PDF report generation, sent directly to clients — saving approximately £1,700 per month