Case Study: Technology Software Company cuts reporting from 8 hours to 5 minutes with Tray.ai

Enterprise software leader syncs 9 million records across production database and reporting tables

Technology Software Company, a global enterprise software leader, needed a way to report on 9 million+ sales opportunity records without overloading its production database. Its business operations team was spending around 40 hours a week and up to 8 hours a day manually pulling data from Salesforce and SugarCRM for reporting, budgeting, and forecasting, while error rates remained high.

Using Tray.ai’s Tray Platform, the company built parallel reporting workflows that integrated its database, Salesforce, SugarCRM, and Chartio without touching the production server. Tray.ai helped cut the reporting cycle from 8 hours to 5 minutes a day, reduced the team’s effort from 40 hours a week to near zero, and lowered error rates from 60% to 8%, while also enabling faster troubleshooting and more reliable historical reporting.