/> Industry: Financial Services / Manufacturing
/> Client: CPI Card Group
/> Duration: 2025 – ongoing
/> Key Services: Workflow Automation & Dedicated Teams
CPI Card Group needed to reduce the heavy reliance on manual processes for both sales reporting and media monitoring. Teams spent hours each month on repetitive tasks that slowed down decision-making and delayed insights.
Key challenges included:
> Manual extraction from Monarch (Excel/CSV) with repetitive calculations.
> Sales teams depending on slow, manually created reports.
> Representatives receiving individual Excel files each month with no self-service option.
> Media monitoring based on time-consuming manual searches across multiple sources.
We developed a set of automation solutions tailored to CPI’s needs, improving efficiency across sales and PR workflows.
Sales Automation
> ETL pipelines to clean and transform financial data.
> A web application delivering personalized sales reports directly to each representative.
Media Monitoring (n8n):
> Automated monitoring of CPI mentions across blogs and news sources.
> Classification of positive/negative mentions with automated daily summaries.
> Automated sales reports, saving hours of manual effort.
> Secure and direct access for sales reps to their performance data.
> Media mentions tracked in near real-time, enabling faster PR responses.
> Manual reporting time reduced by 80%.
> PR reaction times improved by several hours.
This project highlighted cross-functional collaboration between data engineering, marketing, and automation teams. The delivery of two complementary automation solutions supported both Sales and PR, proving the value of scalable automation across departments.
