We helped a consulting business turn its recurring reporting service into a SaaS product. Customers connect their data, view dashboards, get alerts and open reports without waiting for a manual monthly delivery.
Industry: Professional & Business ServicesService: SaaS & SoftwareUpdated
Overview
The challenge
The company's analysis was valuable, but every account needed the same manual work each month: preparing data, building reports and sending them out.
Each new customer meant more analyst hours, and clients had to wait for their scheduled reports. The company wanted to turn the repeatable reporting into a product and free its analysts for higher-value work.
Analysts rebuilt similar dashboards and reports for every customer.
Clients had to wait for their next scheduled report.
Taking on more customers meant adding more analyst time.
The solution
Each customer gets a secure area for its data, dashboards, reports and settings.
Connected data sources feed reusable dashboards, scheduled reports and alerts.
Plans, subscriptions, user access and account management let the company sell and deliver the product the same way every time.
Before and after
Before
Built by analysts
Reports were put together by hand.
After
Reusable product
Customers open dashboards and reports themselves.
Before
Scheduled delivery
Clients waited for their reports to arrive.
After
On demand
Customers can see current figures at any time.
Before
More clients, more analysts
Every new client added delivery work.
After
Product-led
The same platform serves each new account.
Key features
Each customer has its own users, data and reports.
Business impact
Professional SaaS experience
Reusable reports and alerts take repeated work off the analysts.
Business impact
Less manual delivery
Commercial plans and account controls give the company a repeatable way to sell.
Business impact
Ready to grow
Results
Faster Customer Access
Customers see recurring insights when they want them, without waiting.
Before: ScheduledAfter: On Demand
More Time for Higher-Value Analysis
The product now handles repeatable reporting, so analysts spend more time on custom work.
Before: Repeated BuildsAfter: Reusable
More Ready to grow Delivery
New accounts run on the same platform, so growth relies less on adding analyst time.
Before: Service HeavyAfter: Product Led
Faster delivery
Reusing these tested components cut setup work, so the first customers could log in sooner.
Kept each customer's users inside their own workspace, with access set by role.
Brought customer data in through connections and ran the schedules behind recurring reports.
Retried failed data loads and flagged errors, so problems with scheduled reports were caught early.
Sent customers their alerts and told them when a new report was ready.
Trust and control
Each user sees only the data and actions that match their role in their own company's workspace.
Access controlledCustomer records and report updates stay together in the platform instead of being spread across separate tools.
ConnectedMonitoring, automatic retries and clear error handling keep reports and alerts running.
ReliableThe consultancy owns the product, workflows, integrations and source code we built.
100% ownedWe built a subscription platform where each customer gets a secure workspace with its own data, dashboards, reports and settings. Connected data sources feed reusable dashboards, scheduled reports and alerts, so analysts no longer rebuild the same reports for every account. Plans, subscriptions and account management complete the SaaS model.
Customers no longer wait for a monthly report to arrive. They log in to their own workspace and see current dashboards and reports whenever they need them, with alerts when something changes. Each user sees only the data and actions that match their role within their company.
Before, every new customer meant more analyst time, so growth depended on hiring. Now new accounts run on the same platform, and the product handles repeatable reporting. Analysts spend more of their time on consulting and custom analysis, which is the higher-value work the company wanted to protect.
If every new client means more analyst hours, we can help you package your repeatable reporting as a subscription product.