The planning manager at an insurer was concerned that their management reporting process was slow, manual, error-prone, and negatively impacting profitability.
His team were faced with seemingly endless days of mundanity…
…you know … repetitive spreadsheet-based data collection and calculations.
In addition, every cycle they worked extra hours to meet the reporting deadline, and…
…worst of all, they had almost no time to look for opportunities to improve the business!
That’s frustration!
The Planning Process Automation Difference
But now, after automating the process…
…creativity has replaced mundanity…
…they spend most of their time analyzing the data and providing valuable insights that can increase profitability.
That’s innovation!
What about your team, and your process?
How much time does your team have to think?
How well does your planning process contribute to improving your profitability?
Join me over the next four weeks…
…as we look at how business planning process automation can save you time and money, reduce frustration, grow capacity, and positively impact your business’s bottom line.
If you want to learn how you can automate your planning processes…
…and grow your profit margin…
…then book a free discovery call with me via the QR code below.

Until next time… remember…
‘processes that frustrate, are opportunities to innovate and automate’.