Case Study: Modern Health Streamlines ROI Showcasing with Matik

How Modern Health Streamlined Showcasing ROI to Enterprise & SMB Accounts

Modern Health, a comprehensive mental health and wellness platform, needed a faster, more consistent way for its client success team to create executive business reviews and partnership reviews for enterprise and SMB customers. The process was highly manual, pulled data from multiple dashboards and reports, and required careful handling of sensitive member data, making it difficult for CSMs to spend time on more strategic customer work.

To solve this, Modern Health implemented Matik using its out-of-the-box Looker integration, enabling a non-technical operations lead to automate data-driven presentations while meeting healthcare security requirements. With Matik, the team generated about 195 presentations per month, saved 150 hours per month, automated 299 personalized elements across content, and improved consistency, data integrity, and scalability across customer communications.

Modern Health

Wyatt Farino

Client Success Operations Manager