Case Study: Upward Airlines achieves streamlined, automated reporting with ClearPoint Strategy

How Upward Airlines used ClearPoint to streamline reporting across their organization

Upward Airlines was struggling with messy, manual reporting—Rachel, who runs reporting, was copying and pasting from Excel, PowerPoint, and Word while chasing data across the company. She selected ClearPoint Strategy and its ClearPoint platform as the centralized hub to replace ad hoc spreadsheets and formatting so she could focus on analysis instead of report production.

ClearPoint Strategy implemented scorecards, linked measures, dashboards, project tracking (with Gantt charts and budget tracking), automatic red/yellow/green evaluations, scheduled data loads and report distributions, and user permissions for about 50 users. Within weeks Upward Airlines fully replaced their old process: monthly management reports and reminders are now sent automatically, action items and project status are tracked in one place, data integrity is improved, and Rachel’s team has reclaimed substantial time formerly spent on manual formatting and distribution.

Upward Airlines

Rachel

Upward Airlines