How Relevate Health delivers insight-rich, personalized client decks, faster

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’s data reporting challenges

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.

• High Volume of Client Reports: The team was tasked with creating more than 50 PowerPoint decks each month for client presentations.
• Manual Processes: Generating these decks required manually copying and pasting data and visualizations from Tableau into PowerPoint. This repetitive process consumed valuable time and introduced the potential for errors.
• Customization Requirements: Clients often had specific needs, requiring certain visualizations to be removed or modified in their reports. Handling these variations manually added an extra layer of complexity and increased the time burden.

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.

The desired data reporting situation

Scott Clair, who leads Decision Science and Analytics at Relevate Health and his team identified key objectives to improve their reporting process:

• Automating Deck Creation: The team sought a solution that could automate the generation of PowerPoint decks directly from Tableau data, eliminating the need for manual intervention.
• Refocusing Efforts on Insights: By reducing time spent on repetitive tasks, the team wanted to prioritize crafting impactful narratives and strategic insights for clients.
• Streamlining Customization: They aimed to simplify the process of tailoring reports for different clients, ensuring that decks were polished and customized while minimizing the associated workload.

Key results

• Using Rollstack, Relevate Health's team was able to cut down the time needed to prepare client reporting by 75%.
• The team now generates 60 client decks in less than 4 hours—something that would have previously taken them 4-5 days of work per month.
• They created standardized templates while still being able to personalize reporting for each client’s needs.
• Scaled client reporting across 21 CS team members, enabling consistent, high-quality deliverables.

The solution

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.

Conclusion

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.