Sunbelt Rentals

The Situation

At month-end, Sunbelt Rentals’ finance team had to generate and send performance statements to more than 1,300 managers across the company. Six to eight finance team members spent a combined 60 hours on it every month.

Sunbelt needed an automated distribution service to remove the manual effort, keep the statements accurate, and let finance spend its time on the results instead of on producing them.

The Solution

Reportworq combines multiple reports into a single package for each manager, with content matched to that manager’s area of responsibility. Sunbelt builds each report once and delivers it hundreds of times, in a version relevant to each recipient. A profit center manager receives the performance of that location. A district manager receives the statements for the entire district.

Role-based security makes sure every manager sees what they need and nothing more. Packages go out on a schedule, or on demand at the click of a button, by email as Excel or PDF, to a folder on the network, or to SharePoint.

The Result

Distributing all profit center financial statements went from 60 man-hours to less than 10 minutes each month, and the finance team has about 60 hours of administrative work back. Reports reach more than 1,300 managers by email, and because they arrive as PDFs, managers on the road can pull up their performance statements on a phone.