Case Study: PandaDoc delivers faster, auditable analytics with Hex

PandaDoc delivers ad hoc answers 75% faster with Hex

PandaDoc, a SaaS platform for document workflow automation, faced a challenge where its data analysts were spending 80% of their time fielding repetitive data requests. This prevented the team from focusing on strategic work and led to stakeholders either waiting for answers or making decisions without accurate data. The company turned to Hex to find an AI-powered self-serve analytics tool that could be trusted at scale.

By implementing Hex's Threads product, PandaDoc integrated its existing Cube semantic layer to empower business users. This solution enabled finance users to self-serve routine data questions in natural language, freeing analysts from repetitive tasks. The results were significant, with Hex delivering ad hoc answers 75% faster and reducing the time analysts spent on repetitive requests by 80%.

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