Workload Reporting Automation

Context

Several managers regularly prepared reports for leadership covering more than 100 employees. The data lived in a CRM, Excel exports, and scattered spreadsheets: managers collected and cross-checked the information by hand, hunted for discrepancies, and assembled the final reports.

This took more than 10 hours of manual work every week. On top of that, the source data had errors and inconsistencies.

The client came with a business goal rather than a technical specification: automate the process and make it possible to produce different types of reports with whatever filters and formats they need.

What we owned

NekaSoft was responsible for the full cycle, from understanding the process to rollout and support.

Solution

Users work with the system through a Telegram bot: a manager picks the report type, parameters, and filters right in the chat and starts report generation. Behind that simple interface runs an analytics system.

• Pulls data from the CRM and Excel exports
• Merges and processes the data
• Checks source data for errors and inconsistencies
• Tells the manager what needs fixing
• Rebuilds the report after corrections
• Produces standardized reports in the required formats

Telegram here is only the interface. Behind the simple chat is a full reporting automation system that consolidates CRM and Excel data, validates it, and produces standardized management reports.

Screenshots

Result

The system became a standard part of management reporting.

• Managers save more than 10 hours of manual work every week
• Reports are generated straight from Telegram with the chosen parameters and filters
• The system automatically catches errors and inconsistencies in the source data
• Errors are fixed before they reach the final management reports
• Reports follow a single standard
• The system is used every few days for reporting on 100+ employees

Delivery

It took about two months to go from the first discussions to a working solution.

The system remains in production. NekaSoft has been supporting it for more than six months, adding new reports and functionality as new client needs come up.

Technology

Telegram serves as the interface layer; behind it, the system integrates with the CRM and processes Excel exports.