Use cases
Employee Experience (EX) Company
THE COMPANY
The Customer is an international startup working with the world’s leading organizations and helping them understand and improve their Employee Experience. As a core of their services, they perform detailed surveys of the employees and provide advanced analytics & benchmarking data to their customers.
THE Challenge
The Customer was using several different tools to provide the end-to-end service to their customers. The main channel of communication was email and a lot of information was exchanged by emailing multi-versioned documents, spreadsheets and other files. This method, given the complexity of the surveys being configured, was time consuming and prone to errors. Moreover, the Customer had no visibility of what happened to the materials being shared.
Another challenge was sharing the final Power BI reports with their customers. Without a reporting platform, the Customer had little choice but to share the raw report files with their customers or invite them into their tenant. The first option was sub-optimal due to data privacy restrictions while the latter produced licensing challenges and was not always comfortable for customers outside the Microsoft ecosystem.
THE SOLUTION
Implementing a customer collaboration platform allowed our Customer to move most of the activities and communication connected to providing services to the clients into a single platform offering advanced insights and analytics.
First, the Customer moved the content explaining their product into the platform. This allowed to increase the security of the information shared and provided valuable insights into how this information is being used.
Second, we created a dedicated module for the Customer that was handling the survey configuration and customization. This allowed us to streamline the process, reduce the number of errors and increase the level of self-service.
RESULT
Finally, the resulting reports were shared with the customers via the platform. Everything is branded with the Customer’s theme and the customers may decide how they log in to the platform (email/password login or SSO configured for their organization).
Media Agency
THE COMPANY
Our customer, an international media agency, specializes in creating and managing media buying campaigns for a diverse portfolio of clients. Their services include strategy development, media planning, and execution, aiming to optimize media spend and maximize campaign impact.
THE Challenge
The media agency faced several challenges in delivering comprehensive and insightful campaign reports to their clients. The existing process involved using multiple tools to compile data from various sources, which was time-consuming and prone to inconsistencies. Sharing reports through emails resulted in version control issues and lacked a unified tracking mechanism. Additionally, the agency needed a secure way to manage and share sensitive client data while providing transparent insights into campaign performance.
THE SOLUTION
By implementing Taberna, the media agency significantly enhanced its reporting capabilities and client interactions. The platform served as a centralized hub for all reporting and content sharing activities, offering several key benefits:
→ The agency consolidated all reporting activities within Taberna, ensuring that all campaign data, analytics, and insights were stored and managed in a single, secure platform. This eliminated the inefficiencies of using multiple tools and streamlined the reporting process.
→ The Agency provided clients with interactive dashboards and detailed reports, which could be easily accessed and explored.
→ Taberna’s secure sharing features enabled the agency to distribute reports and content to clients with confidence. Each client received branded reports through the platform, and the agency could monitor who accessed the content and how it was utilized, providing valuable insights into client engagement. Clients could log into the platform using their preferred method, whether through email/password or Single Sign-On (SSO), ensuring a user-friendly and secure experience. This flexibility improved client satisfaction and made it easier for them to access the information they needed.
RESULT
Implementing Taberna transformed the media agency’s reporting process, delivering significant improvements in efficiency, accuracy, and client satisfaction. The centralized platform reduced the time spent on report preparation and minimized errors, while the advanced analytics provided deeper insights into campaign performance. Clients appreciated the ease of access and the ability to interact with their reports in real-time, leading to stronger relationships and greater transparency. By leveraging Taberna, the media agency not only enhanced its service offering but also positioned itself as a forward-thinking partner capable of delivering sophisticated, data-driven insights.