Relevate Health, a leader in omnichannel marketing for the healthcare and pharmaceutical sectors, faced challenges in managing complex reporting requirements for healthcare professionals (HCPs) and electronic health records (EHRs). These challenges included producing monthly client reporting in PowerPoint, manual data integration from Tableau, and customization demands that consumed valuable time and resources.
To address these inefficiencies, Relevate Health implemented Rollstack, an AI data platform that automates reporting by integrating Tableau and Power BI data directly into pre-designed PowerPoint templates. This solution significantly reduced manual workload, cutting report preparation time by 75% and enabling the team to produce 60 client decks in under 4 hours—a task that previously took 4-5 days. Rollstack also streamlined customization processes, allowing for standardized yet client-specific deliverables at scale.
Relevate Health’s customer success team has shifted focus from repetitive tasks to crafting strategic insights and impactful storytelling, enhancing client satisfaction and operational efficiency. This case exemplifies how AI and automation enable faster, data-driven decision-making in healthcare and pharmaceutical industries.
Healthcare stands as one of the sectors with the highest data reporting needs, with data informing every step of the healthcare journey. Reporting needs span across all departments: research, global development, IOPS, commercial, and G&A. Business units report at various cadences: weekly, monthly, quarterly, and yearly.
Despite significant investments in data infrastructure, a notable disconnect persists between the tools used to analyze data (the Business Intelligence and Infrastructure layer) and where insights are ultimately consumed and utilized by decision-makers (the “consumption” layer): PowerPoint presentations and documents.
As a result, highly-paid data analysts often spend 20-30% of their time on manual tasks like copy-pasting charts from Excel, screenshotting business intelligence tools, or manually plugging data to create the decks and documents needed for informed decision-making across the organization.
Thousands of decks are created and shared inside organizations every year, spanning all functions from data and analytics, customer success, finance, business operations, to marketing. The time spent on data and document preparation comes at the cost of deriving meaningful insights, driving client relationships, and making timely strategic and operational decisions. Today, a staggering 85% of the preparation time is spent on data wrangling, leaving only 15% for analysis and insight generation.AI is now turning that around!
Relevate Health is an omnichannel marketing agency specializing in the healthcare and pharmaceutical sectors. They focus on creating data-driven, customer-centric brand experiences across multiple channels to enhance engagement with healthcare professionals (HCPs) and maximize return on investment (ROI).
Relevate Health’s reporting needs were extensive and complex, encompassing EHR and HCP reporting for clients. This required managing a high volume of reports while balancing the need for both standardization and personalized customization.
These challenges created a bottleneck, preventing the team from dedicating time to more strategic activities, such as storytelling and deriving actionable insights from the data.
Scott Clair, PhD who leads Decision Science and Analytics at Relevate Health and his team identified key objectives to improve their reporting process:
Relevate Health implemented Rollstack to automate their client reporting process end-to-end. Rollstack integrates with Tableau, enabling the team to pull visualizations and data directly into pre-designed PowerPoint templates. Using Rollstack’s AI, customization became effortless, allowing team members to tailor content for specific client needs without disrupting workflows.
By automating repetitive tasks, Rollstack allowed Relevate Health to refocus their efforts on delivering value to clients through storytelling and strategic insights. The solution empowered their CS teams to scale reporting capabilities without sacrificing quality or precision.
The healthcare and pharmaceutical industries are evolving rapidly, with increasing demand for actionable insights, personalized experiences, and data-driven decisions. Automation and AI are revolutionizing reporting, enabling teams to move beyond manual tasks to focus on storytelling, strategy, and patient outcomes.
These technologies empower faster, more informed decision-making, enhance client satisfaction through tailored insights, and enable scalable, efficient operations. By breaking down silos and democratizing data access, they pave the way for innovation in EHR integration, HCP engagement, and beyond.
As the industry embraces automation, the potential to drive meaningful change in healthcare delivery and strategy has never been greater, shaping a future that is smarter, faster, and more impactful.
