Case study: No more copy-paste after every survey wave

Industry: Consulting boutique, work psychology · Case: Recurring employee surveys for clients · Format: results reports per client and wave

Situation

The boutique runs surveys for its clients on a regular basis. After every wave, consultants copied charts by hand from an Excel file that had grown for years into PowerPoint — wave after wave, client after client. The legacy model treated standard questions and client-specific custom questions differently, which complicated every single analysis on top.

Solution

Instead of patching the old Excel: a newly structured, maintenance-free model that treats standard and custom questions the same — built on dynamic array formulas that separate data from logic. On top sits the SlideFab link to the boutique’s report template. Built in co-creation — the team knows its model and extends it on its own when a client adds new questions.

Results

Slide creation runs fully automatically every wave — the copy-paste step is gone entirely
New clients’ custom questions slot into the standard model, no rebuild required
Consultant time goes into interpretation and advice instead of formatting

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