Home Resources Case study Rescuing a leading research firm from spreadsheet hell

Rescuing a leading research firm from spreadsheet hell

Tools used

  • Global KPI tracking and filtering
  • Data analytics
  • Personalized dashboards
  • Infographics

Trifecta were spending hours upon hours filtering through raw data on Microsoft Excel. They needed an analytics platform built for the task.

The challenge

Breaking down a barrage of data in a reasonable amount of time

Trifecta had landed a big new client. But this meant creating trending reports from an unstructured mess of data in Microsoft Excel. To make sure everyone had only the data they needed, they ended up with 15 different spreadsheets. And as soon as one spreadsheet needed a small change, Trifecta had to spend hours manually updating the other 14. The files became so big, they couldn’t even email them anymore.

“Forsta’s dynamic nature provides the flexibility we need to adapt to our clients’ changing business situations, so we can quickly and effectively provide them with the reports they need to make well-informed business decisions.”

Angel Roberts
VP of Finance and Administration, Trifecta

Our solution

Turning datapoints into storylines. Fast.

We helped Trifecta to shift the contents of their spreadsheets onto Forsta’s personalized dashboards. This made it easy for them to transform their data into insights that were clear and visually engaging – essential when you’re dealing with wave-over-wave trending. Trifecta could now track global KPIs and filter them by regions, segments and timeframes. And with personalized dashboards, everyone gets only the information they need. So one click of a button replaced hours of updating 15 spreadsheets.

The results

Much less time spent, for far better results

With Forsta, Trifecta could create their client’s trending reports four times faster – and make them far more visually interesting. The personalized dashboards made it easy for the client to deal with any of their stakeholders’ follow-up requests – rather than passing them to Trifecta. Follow up that would’ve taken days now took only a few minutes. Instead of taking three months to support the project once it was done, Trifecta could focus on more strategic tasks.

More customer stories

Case study

Parent voices without borders

Parent voices without borders  Tools used Survey design    Interactive dashboards  Localization & translation  Alerts  Cognita is a network of schools that spans the globe – from Europe to Latin America to South-East Asia. With Forsta’s help, it created a program to hear and harness the voices of parents across different regions and languages.  The challenge […]

Read more
Parent voices without borders
Case study

Cruising Wyndham Destinations Asia Pacific’s customers to cloud nine

Cruising Wyndham Destinations Asia Pacific’s customers to cloud nine  Tools used Survey design and distribution  Customizable dashboards  Action management  Text analytics  How How our software helped Wyndham Destinations Asia Pacific rise from “gut feel” to hard stats.  The challenge Steering a big ship makes clear data a must  Wyndham Destinations Asia Pacific quickly became the […]

Read more
Cruising Wyndham Destinations Asia Pacific’s customers to cloud nine
Case study

Keeping PHLY on top of the insurance food chain

Keeping PHLY on top of the insurance food chain  Tools used Sophisticated survey design capabilities  Tailored dashboards  Action management  Consulting services  How our software helped Philadelphia Insurance Companies (PHLY) set themselves apart from the competition.  The challenge A brave new world for insurance  In 2010, the insurance landscape was changing. There were no guarantees when […]

Read more
Keeping PHLY on top of the insurance food chain

Learn more about our industry leading platform

FORSTA NEWSLETTER

Get industry insights that matter,
delivered direct to your inbox

We collect this information to send you free content, offers, and product updates. Visit our recently updated privacy policy for details on how we protect and manage your submitted data.