Stephens Inc. · Financial Services · New York, NY · 12 weeks
Deal pipeline data foundation built in 12 weeks
A boutique investment bank was wasting two full days each week compiling pipeline reports from six separate data sources. We created a standardized deal pipeline data system that cut report prep time to 90 minutes and saved $420,000 a year in analyst labor costs.
Challenge
The investment banking team tracked deal pipeline data in six separate places: CRM, Excel, email, SharePoint, deal room, and Bloomberg. Two senior analysts spent two full days each week manually compiling the report. Managing directors often challenged the report’s accuracy because the data was inconsistent and fragmented.
Outcome
We cut weekly pipeline report prep from two days to 90 minutes by automating data pulls and standardizing metrics. This freed up $420K in analyst time annually. After launch, the managing director stopped raising data accuracy concerns, zero questions in the first month, showing the improved reliability of our reporting.
Results
- $420K Annual analyst labor saved
- 2 days to 90 min Pipeline report preparation
- 6 to 1 Data sources unified
- 0 Data accuracy questions in month 1
Before, we’d spend two full days a week just arguing over pipeline numbers. Thinklytics created a system where we all get the data from the same place. Since then, not once have we had a disagreement about data accuracy in any meeting.