Five days a quarter. The same reports. One small team.
If your team sends clients the same set of reports every quarter, you already know the rhythm. Often enough it's only the numbers. that change, whilst the format doesn't. But for some teams, reporting still takes four or five days each time. This often happens due to manual work.
Teams may get stuck copying data between systems or checking results by hand. Both of which can quietly limit how fast expert teams and admins can work. The work isn't necessarily hard — it's just repetitive, manual, and time consuming. Miss a step and the numbers are wrong. Lose a person and the process potentially walks out the door with them.
CloverDX has helped companies turn this kind of manual, repetitive work into a process that runs with one click.
Ortec Finance is a global provider of technology and solutions for risk and return management. It serves more than 600 clients in over 20 countries. They came to us because their consultants spent several days each quarter preparing complex investment reports by hand... and they wanted that time back.
The same reports every time, just different numbers
In theory, the work itself was straightforward but exhausting in practice: pull the data, run the models, check the results, assemble the reports, manually send them to clients. A chain of manual, unconnected steps, repeated every quarter, with a hard deadline at the end.
It was labour-intensive, opaque, and prone to errors — and the closer the deadline got, the more stress it created. Every quarter, the team reached the same peak: long days, careful checks, and the knowledge that one early mistake could contaminate everything downstream.
It was also holding the business back. The man hours consumed was time the team couldn't spend on new clients or new markets — so the manual grind wasn't just a cost, it was a ceiling on the businesses growth.
From a 4–5 day process to the click of a button with CloverDX
Ortec Finance set a clear goal: automate every data step that feeds a client report, and replace the disconnected manual tasks with streamlined, automated workflows built in CloverDX.
Crucially, automating manual data tasks with CloverDX didn't mean flying blind because CloverDX workflows include built-in monitoring. In simple terms, this allowed consultants to see whether everything is flowing as it should, plus an exception-handling framework that automatically produces a report of every warning triggered during a run. So problems would surface immediately and in context — instead of being discovered by a client downstream.
In addition, because CloverDX workflows are visual, the people running them can actually see what's happening. That transparency let Ortec Finance widen the circle of people who could safely work on the data process — freeing up developers' work schedules for higher-value tasks.
From days to a single run:
the before and after
Report production before CloverDX
-
The same standardized reports took 4–5 days of manual work every quarter
-
Data was copied by hand between systems, with models run and outputs checked manually
-
The process was opaque — hard to debug, hard to hand over, easy to break
-
Due to manual input, errors were a constant risk and tended to appear right before deadlines
-
End-of-quarter deadlines created stress peaks
-
The time cost capped how many clients and markets the team could take on
Report production with CloverDX
-
The same process now runs at the click of a button in half a day or less — a reduction of up to 90%
-
Data preparation, model runs, checks, and report assembly are automated end to end
-
Built-in monitoring and automated exception reports catch issues fast and in context
-
The visual interface of CloverDX lets less-technical team members contribute, thus freeing developer time
-
End-of-quarter stress has effectively been eliminated
-
Freed-up reporting capacity opens the door to new clients and new market
The payoff wasn't just speed. By keeping the flexibility to serve each client appropriately — Ortec Finance used CloverDX to build something that scales without needing to scaling the headcount behind it.
Once one process was automated, tested and explained to internal teams, other departments were able to take parts of it and rework them for their own use cases — so the effort saved compounded across the organization rather than staying locked into one team.
Automate your recurring data processes
See how CloverDX can help you replace days of manual report preparation with automated, monitored workflows.
The hidden cost of manual reporting
For most expert teams, the problem isn't the analysis or the models — that's the part they're good at. The problem is the manual workload behind it: the copying, the running, the line-by-line checking, the moving of files that has to happen before anything reaches a client. Ultimately, adopting such manual processes can lead to errors creeping in and growth quietly stalling.
CloverDX is the data integration platform that lets you connect those steps into a single automated pipeline — pull data from multiple sources, transform it consistently, run it on demand, and flag problems automatically — so producing a report becomes a repeatable run that you can trust, rather than a recurring project.
If your team produces recurring reports or client deliverables and wants to understand how CloverDX could automate the process behind them, request a demo.
Alternatively, you can also read the full Ortec Finance story here.
Share
