Forsta
51 Case Studies
Case Study: Trifecta Research eliminates spreadsheet overload and streamlines client reporting with Forsta Visualizations
A Forsta Case Study
Rescuing a leading research firm from spreadsheet hell
Trifecta Research, a market research and advisory firm, was drowning in spreadsheet chaos after inheriting a Fortune 500 client’s Excel-based wave‑over‑wave reports. Annual questionnaire changes, massive unstable files, 15 bespoke Excel versions, slow multi‑day follow-ups and confidentiality risks made reporting inefficient and unsustainable — so Trifecta Research selected Forsta and its Forsta Visualizations product to solve the problem.
Forsta implemented Forsta Visualizations as a single online dashboard with personalized MyStores views and easy filtering, letting regional business heads drill into KPIs, NPS and competitive benchmarks in clicks and export presentation slides. As a result, Forsta helped Trifecta create initial trending reports four times faster, cut follow‑up turnaround from days to minutes, eliminated three months of post‑delivery work, protected confidential views and freed staff to focus on strategic work — enabling faster delivery and new business opportunities.
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Trifecta Research
Angel Roberts
VP of Finance and Administration