{"id":19426,"date":"2021-11-18T16:30:12","date_gmt":"2021-11-18T21:30:12","guid":{"rendered":"https:\/\/www.forsta.com\/resources\/uncategorized\/rescuing-a-leading-research-firm-from-spreadsheet-hell\/"},"modified":"2026-08-31T12:31:59","modified_gmt":"2026-08-31T16:31:59","slug":"rescuing-a-leading-research-firm-from-spreadsheet-hell","status":"publish","type":"resource","link":"https:\/\/www.forsta.com\/resources\/case-studies\/rescuing-a-leading-research-firm-from-spreadsheet-hell\/","title":{"rendered":"Rescuing a leading research firm from spreadsheet hell"},"content":{"rendered":"\n<div class=\"wp-block-pg-theme-component sm-fluid-bottom-margin is-layout-flow wp-block-pg-theme-component-is-layout-flow\">\n<p class=\"is-style-paragraph-intro is-style-paragraph-intro--1 wp-block-paragraph\">Trifecta were spending hours upon hours filtering through raw data on Microsoft Excel. They needed an analytics platform built for the task.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-pg-theme-component sm-fluid-bottom-margin is-layout-flow wp-container-pg-theme-component-is-layout-3b7d6529 wp-block-pg-theme-component-is-layout-flow\">\n<h2 class=\"wp-block-heading has-h-3-font-size\">The challenge<\/h2>\n\n\n\n<h3 class=\"wp-block-heading has-h-5-font-size\">Breaking down a barrage of data in a reasonable amount of time<\/h3>\n\n\n\n<p class=\"is-style-paragraph-article is-style-paragraph-article--2 wp-block-paragraph\">Trifecta had landed a big new client. But this meant creating trending reports from an unstructured mess of data in Microsoft Excel. To make sure everyone had only the data they needed, they ended up with 15 different spreadsheets. And as soon as one spreadsheet needed a small change, Trifecta had to spend hours manually updating the other 14. The files became so big, they couldn\u2019t even email them anymore.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-pg-theme-component main-column component-33 md-fluid-bottom-margin is-style-base is-layout-flow wp-block-pg-theme-component-is-layout-flow\">\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">Forsta\u2019s dynamic nature provides the flexibility we need to adapt to our clients\u2019 changing business situations, so we can quickly and effectively provide them with the reports they need to make well-informed business decisions.<\/p>\n<\/blockquote>\n\n\n\n<div class=\"wp-block-group attribution is-nowrap is-layout-flex wp-container-core-group-is-layout-df9e7d58 wp-block-group-is-layout-flex\">\n<p class=\"attribution-name wp-block-paragraph\"><strong><strong>Angel Roberts<\/strong><\/strong><\/p>\n\n\n\n<p class=\"attribution-title wp-block-paragraph\"><strong> <\/strong>VP of Finance and Administration, Trifecta<\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-pg-theme-component sm-fluid-bottom-margin is-layout-flow wp-container-pg-theme-component-is-layout-3b7d6529 wp-block-pg-theme-component-is-layout-flow\">\n<h2 class=\"wp-block-heading has-h-3-font-size\">Our solution<\/h2>\n\n\n\n<h3 class=\"wp-block-heading has-h-5-font-size\">Turning datapoints into storylines. Fast.<\/h3>\n\n\n\n<p class=\"is-style-paragraph-article is-style-paragraph-article--3 wp-block-paragraph\">We helped Trifecta to shift the contents of their spreadsheets onto Forsta\u2019s personalized dashboards. This made it easy for them to transform their data into insights that were clear and visually engaging \u2013&nbsp;essential when you\u2019re dealing with wave-over-wave trending. Trifecta could now track global KPIs and filter them by regions, segments and timeframes. And with personalized dashboards, everyone gets only the information they need. So one click of a button replaced hours of updating 15 spreadsheets. <\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-pg-theme-component sm-fluid-bottom-margin is-layout-flow wp-container-pg-theme-component-is-layout-3b7d6529 wp-block-pg-theme-component-is-layout-flow\">\n<h2 class=\"wp-block-heading has-h-3-font-size\">The results<\/h2>\n\n\n\n<h3 class=\"wp-block-heading has-h-5-font-size\">Much less time spent, for far better results<\/h3>\n\n\n\n<p class=\"is-style-paragraph-article is-style-paragraph-article--4 wp-block-paragraph\">With Forsta, Trifecta could create their client\u2019s trending reports four times faster \u2013 and make them far more visually interesting. The personalized dashboards made it easy for the client to deal with any of their stakeholders\u2019 follow-up requests \u2013 rather than passing them to Trifecta. Follow up that would\u2019ve taken days now took only a few minutes. Instead of taking three months to support the project once it was done, Trifecta could focus on more strategic tasks.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-pg-theme-component sm-fluid-bottom-margin has-warm-gray-background-color has-background has-global-padding is-layout-constrained wp-container-pg-theme-component-is-layout-9c509737 wp-block-pg-theme-component-is-layout-constrained\" style=\"border-radius:10px;padding-top:var(--wp--preset--spacing--2-xs);padding-right:var(--wp--preset--spacing--2-xs);padding-bottom:var(--wp--preset--spacing--2-xs);padding-left:var(--wp--preset--spacing--2-xs)\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<h3 class=\"wp-block-heading has-h-5-font-size\">Tools used<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Global KPI tracking and filtering<\/li>\n\n\n\n<li>Data analytics<\/li>\n\n\n\n<li>Personalized dashboards<\/li>\n\n\n\n<li>Infographics<\/li>\n<\/ul>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":9,"featured_media":19428,"parent":0,"template":"","meta":{"disable_featured_image":false,"temp_reference":0,"temp_parent":0,"pathfactory_url":"https:\/\/library.forsta.com\/c\/case-study-trifecta?x=AEU2z_&lb-mode=overlay","webinar_link":"","webinar_link_text":"","start_date":"","start_time":"","end_date":"","end_time":""},"resource-category":[211],"resource-topic":[],"class_list":["post-19426","resource","type-resource","status-publish","has-post-thumbnail","hentry","resource-category-case-studies"],"_links":{"self":[{"href":"https:\/\/www.forsta.com\/wp-json\/wp\/v2\/resource\/19426","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.forsta.com\/wp-json\/wp\/v2\/resource"}],"about":[{"href":"https:\/\/www.forsta.com\/wp-json\/wp\/v2\/types\/resource"}],"author":[{"embeddable":true,"href":"https:\/\/www.forsta.com\/wp-json\/wp\/v2\/users\/9"}],"version-history":[{"count":1,"href":"https:\/\/www.forsta.com\/wp-json\/wp\/v2\/resource\/19426\/revisions"}],"predecessor-version":[{"id":43825,"href":"https:\/\/www.forsta.com\/wp-json\/wp\/v2\/resource\/19426\/revisions\/43825"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.forsta.com\/wp-json\/wp\/v2\/media\/19428"}],"wp:attachment":[{"href":"https:\/\/www.forsta.com\/wp-json\/wp\/v2\/media?parent=19426"}],"wp:term":[{"taxonomy":"resource-category","embeddable":true,"href":"https:\/\/www.forsta.com\/wp-json\/wp\/v2\/resource-category?post=19426"},{"taxonomy":"resource-topic","embeddable":true,"href":"https:\/\/www.forsta.com\/wp-json\/wp\/v2\/resource-topic?post=19426"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}