Introduction :

A multinational corporation, operating on a multi-billion-dollar scale, faced inefficiencies in its quarterly performance reporting processes for equipment across various customer accounts. Previously reliant on manual methods and self-service tools like Tableau, the company encountered challenges in data preprocessing, report generation, and expert commentary integration. To address these issues, the company sought a solution to streamline its reporting processes and improve efficiency. 

Problem Statement:

The manual methods employed by the multinational corporation for quarterly performance reporting proved time-consuming and labor-intensive. Importing data into Excel, manual preprocessing, and report generation led to prolonged turnaround times, often taking 2 to 3 months to complete. Moreover, the reliance on manual processes limited the utilization of manpower for more productive tasks. There was a pressing need to automate and optimize the reporting workflow to reduce turnaround times and enhance productivity. 

Challenges :

  • Manual Data Processing: Data imported into Excel required manual preprocessing, consuming valuable time and resources. 
  • Report Generation: Creating reports in Tableau involved manual steps, leading to delays and inefficiencies. 
  • Expert Commentary Integration: Incorporating expert comments into reports required additional manual effort, further prolonging the reporting cycle. 


Solution :

To address the challenges faced by the multinational corporation, a comprehensive solution leveraging Pirl’s capabilities was implemented: 

  • Data Ingestion and Pipeline: Pirl was utilized to ingest IoT data directly from databases, streamlining the data acquisition process. 
  • Automated Data Cleaning and Curation: A data pipeline was built to automate data cleaning and curation, ensuring the generation of accurate performance metrics. 
  • PDF Report Generation: Pirl’s PDF report creation engine was employed to create standardized report templates. Data was automatically populated into these templates, eliminating manual intervention. 
  • Web Interface for Expert Comments: A web interface was developed to allow customer engineers to add expert comments based on generated reports. These comments were seamlessly integrated into the final PDF reports. 
  • Automated Email Distribution: A feature was implemented to automate the emailing of quarterly reports and dashboards to customers, further streamlining the dissemination process.

Results :

The implementation of the Pirl solution yielded significant improvements in the quarterly performance reporting process.

  • Reduced Turnaround Time: What previously took 2 to 3 months using manual methods was reduced to a few days, enhancing operational efficiency. 
  • Optimized Manpower Utilization: With automation reducing the need for manual intervention, manpower was redirected towards more productive purposes, driving value across the organization. 
  • Enhanced Accuracy and Consistency: Automation minimized the risk of errors and inconsistencies inherent in manual processes, ensuring the reliability of performance metrics and reports. 

Benefits :

  • Increased Efficiency: Automation and streamlining of reporting processes led to faster turnaround times, enabling timely decision-making and response. 
  • Cost Savings: By reducing reliance on manual labor and optimizing resource utilization, the company realized cost savings and improved ROI. 
  • Improved Customer Satisfaction: Timely and accurate performance reporting enhances customer satisfaction, fostering stronger relationships and loyalty. 
  • Scalability and Adaptability: The implemented solution is scalable and adaptable, capable of accommodating future growth and evolving reporting requirements.By embracing automation and leveraging Pirl’s capabilities, the multinational corporation transformed its quarterly performance reporting processes, unlocking efficiencies, reducing costs, and enhancing customer satisfaction. 

Let’s Connect

Please send me more details about Creating quarterly reports for customers based on IoT data to track equipment performance.