TackleBox lets Jill’s team take a copy of last month’s presentation and swap over its charts and tables to this month’s Excel file in seconds. As they review and iterate on their Excel analysis, they can refresh their PowerPoint file to stay up to date with the click of a button.
Frequently miss incorporating an Excel update into PowerPoint
Receive alerts when updates are available and confirmation when the PowerPoint is fully up to date
Continuously following up with the team for updates and approvals
Real-time dashboard, comment threads, and notifications keep the team in sync
TackleBox lets Robert’s team and their clients stay in sync throughout the project. Despite several files spread out across consultant and client owners, TackleBox serves as a single source of truth, connecting all project elements together seamlessly.
Clients and partners require frequent updates and want to sign off on work before it moves forward
TackleBox allows the team to manage the project through a central collaboration platform so everyone can stay connected to the process and analysis. As assumptions change and new scenarios are run, TackleBox automates the creation and updating of presentations.