Marketing & Sales
Report automation at a business school
When talented professionals are reduced to the role of "PowerPoint factory", you know there must be a better way.
Context & Objectives
A premier executive education institution struggled with a fragmented data architecture that obscured visibility into the conversion funnels of its academic programs. Reporting was entirely manual, a process that was not only resource-intensive but often failed to deliver timely insights due to data complexity. The institution engaged Agilytic to eliminate these blind spots by designing and deploying a fully automated reporting solution.
Approach
Following a comprehensive data audit, Agilytic partnered with internal stakeholders to restructure the client's information landscape. Our methodology focused on four key actions:
Formalization: We conceptually defined and standardized the distinct conversion paths for every program to ensure consistency.
Consolidation: We integrated disparate data sources to accurately map these customer journeys against the new definitions.
Optimization: We designed reporting outputs specifically tailored to the usability requirements of internal decision-makers.
Automation: We industrialised the data pipelines, implementing scripts to enable real-time updates and on-demand report generation without manual intervention.
Results
The intervention delivered a robust reporting tool capable of publishing up-to-date performance metrics and visualizations on demand.
This solution provided marketing and operational teams with granular insights into funnel performance that were previously inaccessible.
Furthermore, by automating the reporting workflow, Agilytic released significant man-hours, allowing the client team to pivot from data entry to high-value strategic initiatives.
To safeguard confidentiality, we may modify certain details within our case studies.
