Case Study: Canopy accelerates client reporting and onboarding with TapClicks

Canopy cuts onboarding to under 4 weeks with TapClicks

Canopy, a marketing agency, was frustrated with their expensive and complicated reporting tools that lacked strong data visualization and the granularity needed for their clients in the senior living space. They required a detailed reporting system to build data pipelines and filter information down to the individual community level for their clients' monthly reports.

TapClicks designed custom dashboards for Canopy, providing their clients with 24/7 access to marketing data. The implementation was completed in less than four weeks, finalizing the dashboard five months ahead of the projected schedule. This allowed Canopy to provide client logins within just three days of onboarding. The solution enabled faster report building with more options, including automated scheduling, and received positive feedback from clients.

Canopy