Reporting & Analytics Automation - Case Study - RoboHen
How RoboHen automated executive reporting for a professional services firm, reducing report preparation time from a full day to 15 minutes with automated data collection and aggregation.
Industry
Professional Services
Function
Finance & Operations
The Challenge
Leadership reporting required manual data collection from multiple systems.
Problems included:
- long preparation time
- inconsistent data definitions
- manual spreadsheet work
- last-minute corrections
- reporting delays
Preparing a single report took most of a day.
The Approach
RoboHen automated the reporting workflow end-to-end:
- data extraction from source systems
- validation and preparation steps
- AI-assisted summaries
- scheduled report generation
- automated distribution
Human oversight remained for final review.
The Results
- Reporting time reduced from twelve hours to fifteen minutes
- Consistent and repeatable reporting
- On-time delivery every cycle
- Improved leadership confidence in data
Why It Worked
- Workflow logic replaced ad hoc spreadsheet processes
- AI assisted preparation without making decisions
- Execution was reliable and repeatable
Next Steps
The company expanded automation to:
- departmental dashboards
- monthly and quarterly reporting
Workflow Example: → View