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Automating Reporting and Email Delivery for a Healthcare Organization with ConvergeHub

A healthcare organization partnered with ConvergeHub to eliminate manual reporting and gain consistent visibility into products, sales, invoices, and revenue. Custom reports and automated daily email delivery replaced time-consuming data pulls, improving accuracy, speeding decision-making, and reducing administrative workload through one streamlined reporting workflow.

Key takeaways from this case study:

  • How automated report scheduling improved reporting turnaround time by over 60%

  • How eliminating manual report prep increased team productivity

  • How consolidated, daily KPI visibility improved overall operational efficiency

  • How automated report delivery eliminated repetitive reporting tasks and improved focus

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10+

Years in business

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Team members

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Lines of code

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