Consulting firm enhances client reporting with Bold Reports

Background

In 2017, Harold Marzan leveraged his 25+ years of software development experience to establish Marzan Mercado Consulting. From cloud-native programming to compliance assessments, Marzan Mercado Consulting gives businesses the tools to optimize their everyday operations.

Challenges

In the consulting industry, producing fast, high-quality reports is critical for building client trust and driving results. However, Harold’s team didn’t have access to a reliable reporting tool, which made it difficult for the team to deliver reports in a timely manner. “We tested various low-cost printing libraries for Linux, but the work required to produce reports was too much,” Harold said. “We had to build reports without designers most of the time, and this was a huge loss of time.”

To make matters worse, clients must pre-approve reports before they’re sent to production. So, when Harold’s team experiences reporting delays, it impacts the company’s profitability. “We delivered a product late to our client, and there was a huge pressure to deliver the product on time with its expected stability,” Harold said. “This impacted our ability to bill the client, and thus, affected our cash flow.”

Harold’s team needed a reporting tool they could depend on. So, they began exploring their options. After some online research, they discovered Bold Reports.

Solution

Using Bold Reports’ drag-and-drop Report Designer, Harold’s team effortlessly creates reports tailored to their clients’ needs—no coding required. Now, the team meets their deadlines with time to spare. “We found the Bold Reports designer tool to be easy to use. We could design reports, test them in our QA environment, and get them approved by our client before sending them to production,” Harold said.

Harold appreciated Bold Reports’ feature-rich framework, which enabled the team to meet their client’s specific requirements. “At first, we were only using the Report Viewer, but then we needed to produce invoices at runtime. The Bold Reports framework helped us achieve that on time,” Harold said. “Our client is satisfied with the operational and financial results.”

And thanks to hands-on guidance from the Bold Reports support team, the integration process was easy from start to finish. “The support team always helped us on time,” Harold said. “The coding and implementation were easy in our Kubernetes environment.”