30 Degrees North Saves Hours on Client Reporting Every Month. Here’s How They Reallocate That Time.

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“The amount of time that we spend on reporting has been cut by two thirds, I would say.

Most of the time we’re spending on reporting now is focused on making our Databox templates work better for us so we can provide a better analysis. We can spend so much more time on analysis now just because we have the time to spend. We’re no longer spending three hours to put together these huge reports.”

-Tabitha Young, 30 Degrees North

[youtube https://www.youtube.com/watch?v=xjuXWRAtAbo]

How are you guys looking at data to make decisions?

Tabitha: We live in a data world, so that’s something that we’re in the doing on the regular. We’re in each of our clients’ analytics.

I track on a daily or weekly basis depending on the client and how fast their industry moves, but we use data from Google Analytics, Google Ads (if we’re running ads for them) HubSpot, SEMrush, and other types of software to decide what our next steps are. Not only for the website and growth-driven design but also to determine our next steps for marketing overall.

How were you keeping track of all of the information from those different systems for different clients?

There were a lot of Google Docs going on and slides that we would have to update on a regular basis. It was taking forever.

I would say if one of our clients called and said, “Hey, I need these numbers for tomorrow for a meeting.”

It could take anywhere from 45 minutes to three hours depending on how big their practice was to get them those numbers that they needed at the last minute.

Would you have to drop everything and focus on that?

No, absolutely. We’d have to pretty much drop everything if it was an urgent need to get those numbers to get the numbers that they needed over there to them.

How would you say things have changed from that spreadsheet world that you were living in?

The amount of time that we spend on reporting has been cut by two thirds I would say.

Most of the time we’re spending on reporting now is focused on making our Databox templates work better for us so we can provide a better analysis. We can spend so much more time on analysis now just because we have the time to spend. We’re no longer spending three hours to put together these huge reports.

The cancer care center reports that we were doing before would take us about three hours and now we can get it done in about 45 minutes. And that’s including analysis and adjusting the reports as the doctors need.

How are you communicating those observations and suggestions with the clients?

We use the Text Block and Annotation features whenever we’re doing some analysis to show the clients. And then the great thing about Databox is that it’s a live link, so we no longer have clients calling us and saying, “Hey, I need these numbers right now”, or, “I need them for tomorrow” because they all know that their link is live and it updates every few minutes.

And then we also have them all set up so they can filter the information. If they wanted to see last quarter, if they wanted to see last month, they have that all there at their hands immediately instead of waiting for us.

Are there any ways that you are leveraging Databox?

One of the things that we used at the beginning of this year is the Query Builder tool that you guys have to create a year-over-year look as far as what 2017 looks like compared to 2018. At the beginning of the year, that was another report that would take us a really long time and now we can just build it out and have all of that information there so that they can prove that our program is working for them.

Can you talk to me a little bit about your onboarding experience?

Onboarding took us a while just because we were hesitant. Mark and I were hesitant because we were taking time out of something that we were already spending so much time doing. We were afraid it was gonna take a long time to set up.

We worked with Tory and she was wonderful. As soon as we got off of the conference call with her, I immediately started setting stuff up. There is a little bit of a curve, but you guys provide so many templates, especially through the other Databox partners. The setup time compared to the amount of time I was spending on reporting before is so minimal and it is so worth it.

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