The challenge
A leading IT solutions provider ran Quarterly Business Reviews (QBRs) for its managed-services clients on a fully manual reporting process — a full-time job for a three-person team.
- Data exported from ServiceNow and stitched together in Excel by hand
- Charts copy-pasted into PowerPoint, then tweaked for each new dataset
- The entire process took four to five weeks per client
- Manual work bred human error and couldn't satisfy custom client data requests
The solution
After searching for three years, the MSP found VividCharts in the ServiceNow Store and used it to automate QBR reporting natively on the platform.
- Built automated templates that mirrored their existing report decks
- Leveraged VividCharts starter templates and chart library to move fast
- Preserved PowerPoint export so PowerPoint-dependent teams could still adopt it
- Rollout described as "smooth as it is very intuitive to use"
The results
Automation collapsed a multi-week grind into a few days and gave the team room to do more for clients.
- 90% reduction in the time to create quarterly reports
- What was a full-time job now takes just 2–3 days
- Capacity to handle more client data requests and deeper analysis
- New room to explore live dashboards and additional reporting revenue
"It's so powerful to have slides ready to accept the data. What used to be a full-time job is now 2 to 3 days." — Business Operations Analyst