Optima Energy Systems, a leading energy management software provider, was facing challenges with its existing reporting system. The company had built an extensive collection of bespoke reports for its customers, which included large, multi-site organizations like supermarkets, water companies, telecom companies, and universities. However, every new customer required a different report, leading to a messy pile-up of options and settings that became increasingly cumbersome and difficult to support. The original reporting technology was unfamiliar to many, causing Optima Energy Systems to spend a disproportionate amount of time manually building reports rather than focusing on future product enhancements. The company sought to replace its existing reporting capability to improve development efficiency and transform its manual and resource-intensive reporting environment into a customer self-service reporting infrastructure.

CleanTelligent Software, a company that aids in-house and contracted janitorial teams in streamlining communication and improving quality control, faced a significant challenge. Their clients were demanding a more dynamic way to present reporting data. The company's software was primarily used to analyze and summarize a custodial team's performance, replacing a highly manual, paper-driven process. However, the initial differences between service providers in the janitorial industry are often unclear, and the cost of switching is comparatively low. This situation led to high client turnover, with a janitorial company's customer lifetime averaging four years or less. CleanTelligent needed to improve the customer experience with dynamic dashboards and reporting, retain customers through predictive analysis, capitalize on advanced analytics capabilities to build market differentiation, and improve client retention rates.

Jive Software, a leader in social business, was facing challenges with its reporting processes. The company used several applications to manage its day-to-day business, but these applications were not integrated in terms of their data. Each application lacked strong reporting capabilities and Jive was unable to easily tie together information across applications to gain a complete view of the business. As a result, employees had to download reports that were manually created in Excel each month. This process was time-consuming and left little time for employees to focus on the meaning of the reports. The company realized it needed a solution that could quickly and easily analyze information within and across applications.

Qvidian, a cloud-based sales execution software provider, was looking to replace their existing, static reports, to increase customer value and boost product differentiation. Despite the fact that Qvidian already provided reporting capabilities to its clients, the company decided to upgrade to more modern and self-service analytics. The risk of not creating a new analytic product would mean static reports, keeping the focus of Pro Services away from value-add services, and instead on building tactical, custom reports. Customers would have an inability to measure the impact of Qvidian products on their business and the sales team’s inability to show and prove the value of the product for new and upsell business. There would also be a lack of visibility into product usage and trends to make informed roadmap decisions.