Case Study: Automated QBR Reporting
Quarterly Business Reviews (QBRs) are a critical mechanism for large organisations to track performance and align executive decision-making. Yet, for many enterprises, preparing the QBR reporting pack requires a significant mobilisation of resources across finance, operations, people, and performance functions. Reports are often manually compiled in Excel, stitched into PowerPoint, and formatted inconsistently, creating inefficiencies and undermining confidence in the final output.
For this organisation, the scale of reporting meant each QBR cycle consumed substantial time and effort, with hundreds of pages of analysis produced every quarter. insightfactory.ai partnered with the business to transform this process, replacing manual effort with a fully automated, repeatable solution that delivered accurate, standardised reporting at pace, saving significant time and unlocking greater value from each review.
This case study reflects work delivered across multiple insightfactory.ai clients facing a common challenge: the heavy mobilisation required to produce quarterly or monthly performance reporting. In many organisations, these cycles remain highly manual, drawing on significant effort across finance, operations, people, and performance teams to assemble KPI-driven reporting packs. Through our Corporate and Executive Insight program, insightfactory.ai helps clients automate these complex reporting processes directly on top of their deployed Insight Factory platform. By industrialising KPI performance reporting, we enable organisations to replace manual effort with streamlined, repeatable, and scalable automation — reducing time, improving consistency, and allowing leadership to focus on insight and action rather than reporting production.
Dr Mick Chay - GM Professional Services
The Problem
Like many large organisations, this business faced the recurring challenge of mobilising teams each quarter to produce the Quarterly Business Review (QBR) reporting pack. Preparing these reports required significant effort across finance, operations, people, and performance functions, with multiple teams contributing data and analysis. The process was heavily manual, with reports often compiled in Excel and then pasted into PowerPoint, resulting in inconsistent formats and a lack of standardisation.
Given the scale of the organisation, the reporting requirements were substantial, and each QBR pack often ran to hundreds of pages. Considerable time and resources were invested in pulling together largely the same information every quarter, creating inefficiencies and diverting effort away from higher-value activities. The result was a time-consuming, repetitive, and inconsistent reporting process that made it difficult for executives to quickly gain clear and reliable insights into business performance.
The Solution
insightfactory.ai, through its professional services team, partnered with the organisation to transform the way Quarterly Business Review reporting was delivered. The engagement began by working closely with stakeholders to identify and isolate the key performance metrics required for the QBR pack. From there, the team conducted an exhaustive review of the business’s data landscape, mapping and integrating the relevant source systems needed to support consistent, accurate reporting.
On top of the Insight Factory platform, repeatable data pipelines were then built to automatically extract data from source systems, curate it into the agreed KPI framework, and populate the templated QBR reporting pack. The solution delivered outputs not only in data-ready formats but also directly into PowerPoint and PDF, ensuring executives received reporting in the familiar format they required, but without the manual effort previously involved.
The result is a fully automated process that meets the complete requirements of the QBR reporting cycle, saving the business significant time and effort while ensuring consistency and accuracy. Delivered at pace by insightfactory.ai’s professional services team, this solution has since been replicated for multiple large organisations facing similar challenges with quarterly reporting.
The Value Delivered
The automation of QBR reporting has delivered significant value to the organisation, transforming what was once a resource-heavy quarterly mobilisation into a streamlined and repeatable process. By shifting to automated data pipelines, the business eliminated the manual collation of reports in Excel and the repetitive task of copying information into PowerPoint, saving hundreds of hours each quarter.
The reporting packs are now produced in a consistent, standardised format, giving executives greater confidence in the accuracy and reliability of the insights. This consistency has also improved comparability across reporting periods, enabling leadership to focus on decision-making rather than questioning the integrity of the data.
Beyond efficiency, the solution created a scalable framework that can evolve with the organisation’s needs. New KPIs or reporting requirements can be integrated into the automated process without disrupting the cycle, ensuring the business can adapt quickly to changing priorities. For executives, this means timely, accurate, and polished reporting at every review, and for the broader business, it means more time spent on analysis and action, and less time on manual reporting tasks.
