Case study

Hartfield: Monday reports without the Monday scramble

Client
Hartfield
Industry
Operations
Services
AI & automation, Data, cloud & security, Tech consulting
Timeline
12 weeks

Challenge

Hartfield’s operations lead spent the first half of Monday exporting reports, fixing mismatched totals and pasting them into a deck. The figures were already late by the time anyone discussed them.

Solution

We agreed five numbers that actually change decisions, connected the exports, and added a private assistant that drafts the Monday note from those figures. A person still checks the note before it is sent.

Results

The Monday meeting starts from the same five numbers. The lead reviews a draft instead of building the report, and mismatches are flagged when the data arrives, not the next morning.

5 numbers the meeting actually uses

4 exports joined

1 human check before the note is sent

Tech stack

Warehouse dataDashboardPrivate assistant

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