Efficient reporting is essential for marketing and advertising agencies juggling multiple clients and campaigns. Clients expect timely, data-driven updates, and manual reporting takes up valuable hours that could be spent on strategy and creative work.
By streamlining reporting, agencies not only improve accuracy and consistency across platforms like Google Ads and PowerBI, but also deliver faster insights—boosting client satisfaction and standing out in a competitive market. Read on to see how award-winning agencies use Slideform to reduce time spent on reporting.
Location: Tennessee, USA
Industry: Advertising Agency
Company Size: 150+ employees
Johnson Group is an award-winning, mid-sized advertising agency based in Chattanooga, TN. They were investing valuable time into creating complex and data-intensive weekly reports for their clients. The agency's Director of Analytics, Tobey Hill, discovered Slideform while trying to find a way to continue delivering his clients the highly-customized and detailed level of reporting they had come to expect from Johnson Group, while also freeing up time for his team to invest into strategic thought and strategy. By automating their weekly client reports in Slideform, Johnson Group now generates client decks in a fraction of the time.
Challenge:
Analysts and strategists at Johnson Group were bogged down by repetitive manual tasks, leaving less time for higher-value and more strategic work. Before Slideform, they were copying and pasting the same individual visuals from Power BI into Google Slides. However, Johnson Group didn't just need a tool that could build the slides, they needed a way to dynamically update filters and time ranges each week inside of PowerBI that didn't require any additional manual intervention. Although the agency had tried many out-of-the-box automation tools in the past, none had been able to fulfill all the agency's complex reporting needs.
Key Outcomes:
Solution:
Slideform helps Johnson Group generate data-intensive reports more than 85% faster than before, reducing stress and making the team more productive. The analytics team uploaded a branded report template for each client, based on the previous week's Google Slides deck. Charts and metrics from Power BI were linked to the template during Slideform's setup process. Any filters, slicers, and date range customizations were set in Slideform. The analysts then simply click one button each week to automatically generate a report when they need it and the slides are saved in Google Drive.