Streamlined data management and improved decision-making with smart/sync

smart/sync case study

The problem

The client’s business faced ongoing challenges managing data, working with multiple sources and manually consolidating information into spreadsheets. This setup resulted in data that quickly became outdated and was dependent on someone regularly updating it. 

What did smart/tasking do?

The smart/tasking team facilitated a smooth implementation, first approaching the team to understand the full context of the problem, then working with them to highlight dependencies and provide a clear proof of concept. This led to the configuration and implementation of the solution, and users were provided with end-user training, guides and support. 

The main challenge involved ensuring each data source had a single, reliable connection, which the development team managed effectively. 

The impact

The client said: “Real-time data access enables proactive, rather than reactive, decision-making. This is such a game changer for us!” 

Our smart/sync service provided a single, automated platform that consolidated the client’s data and allowed for real-time access to data directly from the source, eliminating manual updates and reducing the risk of human error. 

“With real-time data that’s always up-to-date and easy to compare, we don’t just save time, we save the hassle of constantly producing manual reports – everything we need is right there.” 

The client values smart/sync as a daily financial summary tool and though they have yet to fully measure the return on investment, they anticipate that smart/sync will continue to drive efficiencies and support revenue growth as they expand its use