AI-Powered Data Integration & Reporting Automation
Client Challenge
A leading marketing agency for higher education faced inefficiencies managing multiple, non-integrated software platforms. Their team relied on labor-intensive processes using Excel sheets and PowerPoint presentations to consolidate bi-weekly paid media and programmatic data, as well as daily call center metrics. The lack of a centralized data system made reporting time-consuming and fragmented, limiting real-time insights and operational efficiency. The agency needed a comprehensive, automated solution to unify client data, streamline reporting, and enhance performance tracking.
Solution
Bear Cognition developed a marketing integration system that centralized client data, automated reporting, and provided real-time analytics. The system, built within Perceptivity, combined an internal admin dashboard and a client-facing portal, consolidating multiple data sources such as Google Ads, GA4, Meta Ads, StackAdapt, and more into a single, real-time platform.
For real-time performance tracking, we implemented a Dialer Disposition tool using Five9 API, delivering live call center analytics and an automated leaderboard to enhance agent performance. Our automated reporting and forecasting Tools, powered by Grizzly GPT, enabled natural language queries, reducing manual reporting time and accelerating decision-making.
Results
The integration system transformed the agency’s data management, eliminating fragmented workflows and saving over 343 hours annually. By enhancing data visibility and automating reporting, the agency significantly improved operational efficiency, allowing them to offer advanced data services to their higher education clients. The system’s ability to streamline client data into a single, real-time platform set the agency apart, providing unmatched insights and reporting capabilities.
343+ Hours Saved Annually: Automated data consolidation and reporting reduced manual effort, allowing the team to focus on strategy.
Unified Data Platform: Integrated multiple advertising and call center metrics into a single, real-time dashboard, eliminating inefficiencies.
Real-Time Performance Tracking: Our tool enhanced call center analytics and team performance monitoring.
AI-Powered Insights & Automation: Our custom LLM, Grizzly GPT, enabled query-driven reporting, accelerating decision-making and improving data accessibility.