Case Study
Unlocking Strategic Capacity by slashing client report generation from 60 minutes to 15, freeing managers to drive client growth instead of writing summaries.
75% Reduction
in Reporting Time
$50,000+
Annual Productivity Value
512+ Hours
of Manager Time Reclaimed
Services
Workflow Automation, Custom Reporting
Industry
B2B Technology
Client
A $50M ARR B2B Technology Company
The Challenge
Manual quarterly reporting consumed dozens of hours of high-value manager time, creating an operational drag on client growth and strategic focus.
The Solution
Casper Studios deployed a bespoke AI report generator that automatically synthesizes internal data into client-ready performance summaries with a single click.
The Hidden Cost of Inefficiency
The client-growth team was tasked with producing detailed case-study reports for quarterly performance reviews, a critical function for demonstrating value and retaining clients. However, the process was a significant operational bottleneck. Each report demanded 45 to 60 minutes of manual summarization per employee, a repetitive task that scaled across the entire team. This administrative burden consumed over 500 hours annually, diverting highly-skilled managers from strategic, revenue-focused activities like client retention and upselling.
A Targeted AI Intervention
Casper Studios developed a targeted AI-powered case-study generator to eliminate this inefficiency. The solution integrates directly into the team's existing workflow, pulling structured and unstructured data from internal documents and Tally forms within their Notion workspace. This approach ensured minimal friction and rapid adoption. With a single click, the tool drafts comprehensive, polished performance summaries, transforming a tedious manual process into an automated, near-instantaneous output.
The Business Impact - The ROI
The intervention transformed a low-value administrative task into a high-leverage strategic asset, driving both operational efficiency and team focus.
Impact
Strategic Focus: By automating the reporting process, the solution reclaimed over 500 hours of skilled manager time annually, enabling the team to shift focus from administrative tasks to high-value client strategy and growth initiatives.
Operational Scalability: The automated workflow removes a key bottleneck, allowing the company to scale its client success operations without a linear increase in headcount or administrative overhead.
Increased Agility: The speed of report generation enables faster internal review cycles, allowing leadership to more quickly identify performance trends and make timely, data-informed decisions about client health and growth opportunities.
