How OWOX Reports Streamlined Operations for WorkSimpli, Saving Over 10 Hours Weekly

WorkSimpli is a SaaS company that delivers a diverse range of work-related services to simplify business processes globally.

Their product lineup includes:

1. Document Management: PDF editing, electronic signatures, and document conversion services (PDF, Word, Excel, HTML);
2. Media Conversion: Services extend to image, audio, and videos;

The company employs 130 professionals worldwide, including in the United States and Europe.

Market: Originally focused on B2C, WorkSimpli is expanding into B2B markets, and supports 17 languages.

User Base: Millions of new users monthly, with 70,000 to 100,000 new paying customers each month.

WorkSimpli was on a mission to refine its data analysis processes due to the weaknesses experienced with its existing tech stack.

Their journey with OWOX began as they sought a solution to enhance their approach to data management, moving away from traditional dashboards and towards a more dynamic and accessible reporting system – Spreadsheets.

Before using OWOX Reports, WorkSimpli relied heavily on traditional dashboarding tools that proved to be less suitable for their needs.

The dashboards, while useful, could not efficiently provide the level of detail for decision-making, provided by the raw data in spreadsheets.

Here is what Jeanpaul a VP of Data Science had to say:

Different stakeholders or departments basically need the same data, but sometimes just filtered or sorted differently, or some of the metrics should be aggregated differently. And that is exactly what we the business users can do with Pivot Tables based on the raw data in spreadsheets.

The implementation of OWOX Reports Extension for Google Sheets drastically changed how WorkSimpli approached their data.

As explained by their data science team, the move towards using Google Sheets for ad-hoc reporting allowed for more flexible and timely access to data, enabling them to obtain and manipulate data on demand without the previous workarounds, such as exporting data from a dashboard.

Jeanpaul, VP of Data Science at WorkSimpli, shared:

The ease of setting up and accessing reports through OWOX Reports Extension for Google Sheets allowed WorkSimpli to simplify its reporting processes.

So now, they can quickly adapt reports, tailor them to specific requirements, and remove redundant communications, ultimately fostering a culture of data-driven decision-making.

One significant advantage highlighted by WorkSimpli was the empowerment of end users.

By moving to a system where data could be easily filtered and manipulated within a well-known UI, team members who may not have deep technical expertise in data or analytics systems now can make informed decisions based on the data they need.

At WorkSimpli, the OWOX Reports Extension for Google Sheets has become an integral part of daily operations, used by nearly all departments.

This widespread adoption underscores the versatility of the reporting solution in addressing diverse data needs across the organization.

Key departments such as Data Science, Marketing, Finance, Operations, and Customer Service regularly use OWOX Reports to access and analyze data relevant to their specific roles.

This usage extends to the Payment Systems team, which relies heavily on custom reports due to their unique operational requirements.

Even the development teams, both front-end and back-end, confer these reports to assess the impact of their implementations.

The process of report creation at WorkSimpli is a collaborative effort that often starts with a deep understanding of both the backend systems and business needs.

The Data Science team plays a key role in this process, working closely with the backend teams to ensure that the data aligns with system functionalities and business strategies.

Quote from the VP of Data Science at WorkSimpli:

While the data team handles the setup and maintenance of data marts (SQL queries) and schedules, end-users are encouraged to interact with the data through Google Sheets.

This approach allows users to apply filters and make adjustments as needed, fostering a sense of ownership and familiarity with the data without requiring direct access to BigQuery.

The decision to centralize control over report creation and updates stems from a need to maintain data integrity and security.

By limiting direct access to Google BigQuery and providing pre-configured data marts & reports, WorkSimpli ensures that data remains within the oversight of the Data Science team, preventing potential discrepancies or data mishandling.

The ease of use provided by the OWOX Reports Extension for Google Sheets has significantly reduced the need for continuous direct communication between end-users and the data science team.

This setup not only simplifies the workflow but also allows the team to focus more on deriving insights rather than managing report requests.

WorkSimpli has experienced notable improvements in operational efficiency since integrating BigQuery to Sheets reporting by OWOX.

The data science department alone reports weekly time savings exceeding 10 hours, which is reflective of similar efficiencies gained across other departments.

These savings stem from reduced need for repetitive communications and manual data handling, allowing teams to focus more on strategic tasks.

With the OWOX Reports in place, WorkSimpli employees can access standardized, up-to-date reports that facilitate quicker and more informed decision-making.

This setup has significantly streamlined their workflow, making it easier to validate reports and ensure their accuracy.

Here is what Jeanpaul shared with us:

#1: Smart scheduling flexibility: Users appreciate the ability to schedule reports as often as needed, which helps maintain data freshness while lowering processing costs. The flexibility ensures that data is always current and reflects the latest dynamics.

#2: Reusability of data marts: The data science team values the ability to access and modify existing queries for customized reporting needs. This is particularly beneficial for tailoring reports to specific departmental requirements without starting from scratch.

#3: Familiar UI: The simplicity of setting up and adjusting queries in Google Sheets has been a game-changer for WorkSimpli. The ease of use encourages broader adoption across departments, enabling even non-technical users to interact with complex data sets effectively.

As Worksimpli continues to grow extremely fast, it stays focused on maximizing the potential of corporate data, where the cherry-pick is the OWOX Reports that make data accessible across the team.

Their proactive approach to identifying areas for improvement reflects their commitment to maintaining operational efficiency in an ever-evolving business landscape.

At OWOX, we value this collaborative feedback, using it to guide the development of new features that meet the real-world use cases of our clients. Listening carefully to suggestions allows us to prioritize meaningful enhancements, ensuring our tool continues to empower businesses to make decisions better, so they can grow revenue faster.

By staying ahead of emerging trends, OWOX is dedicated to providing Worksimpli – and all our clients – with the solutions they need to stay agile and innovative when collaborating around data.

With continuous improvements and always a customer-first approach, we look forward to supporting their success as they make impactful advances in global markets.