Workflow Automation : Case Study 1 - Digital Analyst Team
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Workflow Automation : Case Study 1

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Challenge

Our client operates as a data-driven analytics agency, specializing in digital media performance analysis and reporting for a diverse clientele. They encountered difficulties in manually preparing digital media performance reports and managing time-consuming reporting procedures within Excel. These challenges encompass extracting data from multiple platforms, lengthy formatting tasks, and the inherent risk of errors. Seeking efficiency, they aimed to automate these tasks, minimize errors, and guarantee timely and precise reporting for their clients.

Solutions

Our team proposed the implementation of Excel macros to automate the extraction, analysis, and formatting of digital media performance data. The goal was to create a set of customized macros that streamlined reporting tasks, reduced manual effort, and improved the overall efficiency of the agency's analytics team.

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  • Conducted a thorough analysis of this client's reporting requirements, identifying key data sources, report formats, and common elements across different client reports
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  • Tailored Excel macros were developed to automate specific tasks, including data extraction from digital media platforms (e.g., Google Analytics, Facebook Ads), calculation of key performance indicators (KPIs), and the creation of visually appealing charts and graphs
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  • The macros were designed to establish dynamic connections with digital media platforms, allowing for real-time or scheduled data updates. This ensured that reports reflected the latest campaign performance metrics
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  • The macros incorporated error-handling mechanisms and validation checks to ensure data accuracy. The system generated alerts for any anomalies or discrepancies encountered during the automation process

Benefits

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  • Excel macros implementation reduced report generation time by 80%, freeing analysts to focus on interpreting insights rather than manual data manipulation
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  • Automation enhanced report accuracy by standardizing formatting, minimizing human errors in calculations and data presentation
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  • Real-time data extraction and updates enabled timelier report delivery, empowering clients with up-to-date campaign performance for informed decisions
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  • Analysts utilized saved time to provide in-depth analysis and strategic recommendations, offering valuable insights beyond basic reporting