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Workload Reporting Automation

Reporting automation system with a Telegram interface

A reporting system built end to end: from employee interviews and process analysis through architecture, CRM integration, and data validation to rollout, training, and ongoing support. Managers get standardized reports straight from Telegram.

100+
employees covered by reporting
10+ hours
saved every week
≈2 months
to delivery
Ongoing
support
Workload Reporting Automation

Context

Several managers regularly prepared reports for leadership based on the data of 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. Errors and inconsistencies in the source data were a separate problem on top of that.

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 the needed filters and formats.

What we owned

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

1

Discovery

  • Employee interviews
  • Analysis of the existing reporting process
2

Solution design

  • Design of the new workflow
  • Interface mockups and sign-off
  • Architecture
3

Build

  • Backend
  • User interface
  • CRM and API integration
  • Excel export processing
  • DevOps
4

Launch & support

  • Rollout
  • Training
  • Ongoing support and development

Solution

The user interface of the system is 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 works a reporting automation system that consolidates CRM and Excel data, validates it, and produces standardized management reports.

Screenshots

Result

The system became a regular tool 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 the data of 100+ employees

Delivery

From the first discussions to the working solution took about two months.

The system remains in production. NekaSoft has been supporting it for over half a year, adding new reports and functionality as new client needs appear.

Technology

TypeScriptNode.jsTelegram APIMongoDBExcelJS

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

Is management reporting in your company still assembled by hand from CRM exports and spreadsheets?