Use Case: Monthly Financial Review

Each month, Jill's FP&A team reviews financial results, compares them to the forecast, and summarizes their analysis in a PowerPoint presentation for key stakeholders.

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.

Current Pain Points

TackleBox Solution

Current Pain Point

Constantly updating PowerPoint to align with Excel, creating hours of tedious work

TackleBox Solution

Refresh a PowerPoint’s linked Excel content with the click of a button

Current Pain Point

Frequently miss incorporating an Excel update into PowerPoint

TackleBox Solution

Receive alerts when updates are available and confirmation when the PowerPoint is fully up to date

Current Pain Point

Continuously following up with the team for updates and approvals

TackleBox Solution

Real-time dashboard, comment threads, and notifications keep the team in sync

Use Case: Consulting Engagement

Robert is a manager at a consulting firm. His team pieces together dozens of Excel files into a thorough analysis and then presents key insights to executives in a PowerPoint presentation.

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.

Current Pain Points

TackleBox Solution

Current Pain Point

Clients and partners require frequent updates and want to sign off on work before it moves forward

TackleBox Solution
Real-time dashboards and comment threads allow stakeholders to stay up to speed, make requests, and give approvals

Current Pain Point

Several last minute updates made in Excel right before a big presentation

TackleBox Solution

PowerPoint files are updated in seconds to reflect any number of Excel changes

Current Pain Point

Confusion and stress about whether the presentation is truly up to date

TackleBox Solution

Presentation status clearly indicates whether a PowerPoint file is in sync with Excel or still has updates pending

Use Case: Annual Budget

The finance team coordinates a massive, company-wide budgeting process. Inputs are required from many functions with multiple layers of review and approvals, and dozens of iterations.

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.

Current Pain Points

TackleBox Solution

Current Pain Point

Hard to keep track of all project contributors, new ones constantly added

TackleBox Solution

Manage all project members in a single platform where they can access the necessary content and conversations

Current Pain Point

A deluge of emails spread across multiple threads leads to missed requests and tons of additional administrative work

TackleBox Solution

Centralized comment threads, file organization, and notifications to keep everyone up to date

Current Pain Point

PowerPoint presentations go through dozens of iterations, creating hours and hours of busy work to make updates

TackleBox Solution

Incorporate changes from multiple Excel files into dozens of PowerPoint slides with a single button click

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