800+ sales people supported with actionable, accessible, training-free Customer Insights

Challenges

• 800+ salespeople and advisors wasted hours per week on manual reporting.
• IT resisted change due to fear of eliminating previous BI work. 

• Unscalable practices to reach 25,000+ users and 39 Regional Funds.

Solutions

• Automated, clear, easy-to-access reporting across all teams and devices.
• ZERO training Data Storytelling apps deployed in record time across the country.

• Toucan able to leverage previous work done in aging Legacy BI tool.

Results

• 86% monthly adoption across 800+ users.

• 8 other use cases deployed in just 1 year.

• $850,000 saved every year from manual reporting.