Client Reporting Assessment & Implementation

Olmstead was engaged to evaluate, recommend, and deliver a new reporting platform. Our team designed and delivered a fully integrated and dedicated data management solution to connect several structured and unstructured data sources. The Olmstead team managed the design and development of the reporting mart that automated the data feed for client reports. We also designed end-to-end workflows for data transportation, report creation and approval, report delivery, and storage. The new platform improved the development and delivery of client materials in terms of accuracy, automation, and delivery time (10 days to 3).