Case Study: Indio Streamlines Customer Success Reporting with Matik

How Data Storytelling Transformed Indio's Internal Reporting

Indio, a company focused on powering the global business of insurance, needed a faster way for its Customer Success Managers to prepare internal account reviews. The team was spending more than 30 minutes per account pulling data from Looker, internal databases, and the Indio portal, then manually compiling it into Salesforce for manager reviews. Matik helped automate this reporting workflow with a CSM Health Check 1-pager.

With Matik, Indio CSMs could generate customized presentations on demand or in bulk, with conditional logic to surface only the most relevant metrics. The result was more than 5,400 presentations generated in 12 months, over 138,000 data insights created, and about 2,700 hours saved—cutting presentation prep time from 30+ minutes to just 1–2 minutes per presentation.

Indio

Tim Chin

Customer Success Manager Lead