Business Services // Client Project

From Manual Reports to
A Subscription Analytics Product.

We helped a consulting business turn its recurring reporting service into a SaaS product where customers could connect data, view dashboards, receive alerts, and access reports without waiting for manual monthly delivery.

Key Results RESULTS
One
Connected Workflow
Less Fragmentation
Live
Day-to-day Visibility
Clear Status
Fewer
Manual Steps
More Focus

Trusted by teams building ambitious products

What We Set Out to Improve.

Business
Data & Operations Consultancy

A consultancy delivering recurring reporting and business insight to a growing customer base.

Partnership
SaaS Product Engineering

Coretus worked across product planning, UX, backend engineering, integrations, testing, deployment, and ongoing improvements.

Goal
Turn Business Data Into a Sellable SaaS Product

Productize repeatable reporting while preserving higher-value consulting and custom analysis.

What We Built
Subscription Analytics SaaS

A customer-facing SaaS platform with secure workspaces, data connections, dashboards, scheduled reports, alerts, subscriptions, and account management.

What Was Getting in the Way.

The company delivered valuable analysis, but each account required repeated manual data preparation, report creation, and monthly delivery.

The opportunity was to turn repeatable reporting into a product while keeping analysts focused on higher-value work.

Manual Reporting
Teams rebuilt similar dashboards and reports for every customer.
Slow Customer Access
Clients waited for scheduled report delivery.
Service-Led Growth
Adding customers meant adding more analyst time.
The Solution

What We Built.

01
Create Customer Workspaces
Each customer gets a secure area for data, dashboards, reports, and settings.
Key details
Focus Customer Workspace
Access Role Based
Experience Simple
02
Automate Reporting
Connected data powers reusable dashboards, scheduled reports, and alerts.
Key details
Logic Data Reporting
Systems Connected
Automation Rule Based
03
Add SaaS Commercial Features
Plans, subscriptions, user access, and account management support repeatable delivery.
Key details
Output Subscriptions Accounts
Visibility Live Status
Scale Growth Ready
Before and After

How the Workflow Improved.

Area
Before
After
Reporting

Analyst Built

Reports were prepared manually.

Reusable Product

Customers access dashboards and reports directly.

Customer Access

Scheduled Delivery

Clients waited for reports.

On Demand

Customers can view current information anytime.

Growth Model

More Clients = More Analysts

Growth increased delivery effort.

Product Led

The same platform supports more accounts.

Key Features

What Made the Solution Useful.

CUSTOMER WORKSPACES

Secure Client Accounts

Each customer has their own users, data, and reporting experience.

Business impact
Professional SaaS Experience
AUTOMATED REPORTING

Dashboards & Alerts

Reusable reports and alerts reduce repeated analyst work.

Business impact
Less Manual Delivery
SAAS BILLING

Plans & Subscriptions

Commercial plans and account controls support a repeatable SaaS model.

Business impact
Ready to Grow
Faster Delivery

How We Reduced Build Time.

Tested foundations helped the team spend less time on setup and more time on the parts that made this product useful.

What accelerated the work

4 reusable building blocks
01

Authentication & Permissions

A tested starting point for authentication & permissions reduced repeated setup work.

02

Workflow & API Layer

Reusable work for workflow & api layer let the team focus more time on the client’s specific needs.

03

Monitoring & Reliability

This made it easier to add monitoring & reliability without rebuilding common foundations.

04

Notifications & Status

A tested starting point for notifications & status reduced repeated setup work.

Results

The Business Difference.

A straightforward before-and-after view of what changed for the team and their customers.

OUTCOME01

Report Delivery

Customers can access recurring insights without waiting.

BeforeScheduled
AfterOn Demand
OutcomeFaster Customer Access
OUTCOME02

Analyst Workload

Repeatable reporting is handled by the product.

BeforeRepeated Builds
AfterReusable
OutcomeMore Time for Higher-Value Analysis
OUTCOME03

Customer Growth

New accounts can use the same platform foundation.

BeforeService Heavy
AfterProduct Led
OutcomeMore Ready to grow Delivery
ResultsFaster Customer Access • More Time for Higher-Value Analysis
Trust and Control

How We Kept It Safe and Reliable.

01
Secure Access
Users only see information and actions relevant to their role.
ACCESS CONTROLLED
02
Connected Data
Important records and workflow updates stay connected instead of being scattered across tools.
CONNECTED
03
Day-to-day Reliability
Monitoring, retries, and clear error handling help the platform stay dependable.
RELIABLE
04
Code and IP Ownership
The client retains ownership of the custom product, workflows, integrations, and source code created for the project.
100% OWNED
Client Testimonial

In their own words.

The platform helped us separate the repeatable reporting from the work that actually needed an analyst. That changed how we could grow the service.

Turn Repeatable Services into A Ready to grow SaaS Product.

Have a similar challenge? We can help you plan and build a practical Business Services solution around your goals, budget, and existing systems.

Customer Workspaces

Analytics & Reporting

Subscriptions & Billing