Operations: Data Collection & Reporting

The Challenge

Fifty locations, four data pulls each, every single cycle. Every reporting cycle meant pulling data from two ad accounts, a CRM, and an ERP for more than 50 franchise locations, then shaping all of it into PowerPoints for location and group views. The work was pure collection and formatting, but it consumed days of skilled time each month, and every manual step was another chance for a copy-paste error to reach a client deck.

Our Solution

Mana deployed an Ops Agent that runs the entire reporting pipeline. It pulls the four data sources for every location, collects Booker reporting data for performance decks, assembles the PowerPoints for both location and group views, and runs QC on every deck before client delivery. The team reviews finished decks instead of building them, from mobile or desktop, and 60 to 100+ hours come back every month.

Key Results

Tech Stack

Capabilities

• Pulls reporting data across 50+ franchise locations each cycle
• Connects two ad accounts, CRM, and ERP data for every location
• Collects Booker reporting data for performance decks
• Builds PowerPoint reporting for location and group views
• Runs QC on every deck before client delivery
• Works from mobile and desktop, so decks can be reviewed and approved from anywhere