Case Study: Leading Workforce Management Software Company Saves Time and Increases Customer Touchpoints with Matik

How a Leading Workforce Management Software Company Used Matik to Increase Customer Touchpoints & Save CSM Time

Leading Workforce Management Software Company needed a faster, more efficient way for its customer success, onboarding, support, and CX ops teams to turn BI data into customer-facing engagement decks and executive business review (EBR) presentations. The manual process was time-consuming and made it harder for CSMs to focus on meaningful customer conversations and relationship building.

Using Matik’s presentation generator and automation platform, the team streamlined deck creation, replaced manual screenshotting, and built reusable templates for EBRs and engagement decks. With Matik, they saved 83 hours per month on EBR creation, increased the number of EBR decks created monthly by about 60%, and generated roughly 800 personalized engagement decks each month, totaling about 9,530 presentations in 10 months.