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Run Rate needed a way to automate reporting, productize their services, and give insights to decision makers.

So they chose SeedMetrics.

Overview

RunRate is a boutique advisory firm that focuses on fractional controller and CFO services. As they scaled, they were looking for a systematic way to deliver on-demand reports to their clients and productize their services.

The Challenge

The practice encountered several significant hurdles:

• Manual Processes: Reporting updates were handled manually, leading to time inefficiencies and an increased risk of errors.
• Time-Consuming Deliverables: The manual nature of their processes delayed the production of timely, accurate deliverables for their clients.
• No On-Demand Reporting: Their existing setup did not support their clients demand for real-time insights, impacting client satisfaction.

These challenges not only slowed down their internal operations but also limited their ability to provide the high standard of service their clients expect.

The Solution

SeedMetrics provided a comprehensive solution tailored to their needs:

• Automation of Data Processes: By streamlining and automating the data collection and reporting process, SeedMetrics reduced the reliance on manual updates.
• White-labeled reporting portal: By streamlining and automating the data collection and reporting process, SeedMetrics reduced the reliance on manual updates.
• Rapid Implementation: SeedMetrics set us up in the matter of days, allowing for a swift transition from cumbersome manual processes to a seamless, automated workflow.
• Enhanced Reporting Capabilities: Integration with Power BI enabled us to deliver on-demand, high-precision financial analytics that our clients rely on.

This innovative solution not only addressed our immediate challenges but also positioned us for future growth by improving operational efficiency and reporting quality.