Optima Energy Systems, a leading energy management software provider, was facing challenges with its existing reporting system. The company had built an extensive collection of bespoke reports for its customers, which included large, multi-site organizations like supermarkets, water companies, telecom companies, and universities. However, every new customer required a different report, leading to a messy pile-up of options and settings that became increasingly cumbersome and difficult to support. The original reporting technology was unfamiliar to many, causing Optima Energy Systems to spend a disproportionate amount of time manually building reports rather than focusing on future product enhancements. The company sought to replace its existing reporting capability to improve development efficiency and transform its manual and resource-intensive reporting environment into a customer self-service reporting infrastructure.

CleanTelligent Software, a company that aids in-house and contracted janitorial teams in streamlining communication and improving quality control, faced a significant challenge. Their clients were demanding a more dynamic way to present reporting data. The company's software was primarily used to analyze and summarize a custodial team's performance, replacing a highly manual, paper-driven process. However, the initial differences between service providers in the janitorial industry are often unclear, and the cost of switching is comparatively low. This situation led to high client turnover, with a janitorial company's customer lifetime averaging four years or less. CleanTelligent needed to improve the customer experience with dynamic dashboards and reporting, retain customers through predictive analysis, capitalize on advanced analytics capabilities to build market differentiation, and improve client retention rates.