Dave Carlson, President | COO of Summit Technology
Accelerating Growth with Customizable Metrics
A Case Study
“I use some indispensable apps in my business but Reach Reporting is by far the most significant time and cost saver for us as a company.”
Overview
The Company
Summit Technology is a technology consulting firm that aims to provide innovative and effective technological solutions to businesses facing complex challenges. Their vision is centered on customer satisfaction and breaking free from traditional thinking to create tailored solutions that are simple, convenient, and secure. Summit Technology strives to be a Curated Technology Partner that brings creativity, expertise, and tenacity to their work, allowing their clients to receive personalized attention and support.
The Challenge
Dave, president and COO of Summit Technology, was frustrated trying to communicate what financial information he needed with accountants who didn’t understand his business at a deep level. By the time he received monthly and quarterly reports, the data was already outdated. He needed reports that his team could easily understand instead of trying to make decisions from the P&L.
The Solution
After implementing Reach Reporting, Summit Technology was able to report on specific and relevant metrics within their business by creating customized metrics that Dave’s team could refer to at any time and understand. Dave appreciated being able to manage Summit’s reports and dashboards without relying on an accountant. It accelerated their growth by providing better data resulting in better decisions.
With Reach Reporting, Summit Technology can quickly and easily create customized metrics that are specific and relevant to their business. This allows them to make informed decisions based on real-time data. The platform’s intuitive Excel-based backend makes it easy for Dave and his team to create and manage custom dashboards and reports without relying on an accountant. This not only saves time but also provides better control over their financial data.
The Summary
Reach Reporting enabled Summit Technology to make informed business decisions with customizable metrics. The platform’s customizable metrics allowed them to report on specific and relevant metrics within their business, resulting in better decisions. Dave’s ability to manage reports and dashboards without relying on an accountant accelerated their growth and provided better control over their financial data.
Benefits
More Informed Decision Making
Summit Technology has experienced unparalleled growth because they know their margins in real-time, hugely impacting better decision-making.
Significant time-saving
Dave now automates all of his reports to save massive amounts of time and energy. He can save his work as a template to use over and over.
Empowered Business Owner
Dave uses Reach as a powerful tool to create reports and dashboards that make him look and feel like a “rockstar.”
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Expenses Dropped
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Revenue Increased
Hours Saved
“Reach is straightforward to implement and is the most powerful tool I’ve ever seen for financial reporting for a small business– Especially at the price-point!!”
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