Betimar: from static Excel files to automated survey reporting

Faster analysis for each round of research

For a research firm, analysis speed is critical. At Betimar, though, reporting had become a bottleneck.

Reports rebuilt by hand from static Excel files

Betimar Research & Consultancy is a research and consultancy firm that helps organizations understand their performance through data. It focuses on customer and stakeholder satisfaction research, and turning raw survey responses into clear findings sits at the heart of what they do.

Large-scale operational and survey data were kept in static Excel files, and every reporting cycle meant rebuilding reports from scratch, by hand. Because the research repeats roughly every three months, this manual load multiplied with each new round of data.

An automated data flow and report sets that carry over

The result is a sustainable, automated data flow. Scattered Excel data now becomes clean, structured tables, flows in automatically each period, and leads straight to meaningful insights. To keep pace with the three-month cycle, reports are no longer built from zero; existing sets are updated and duplicated with filters. This preserves continuity between periods while removing the team’s manual workload.

Standard formats, a loading script and a vertical data model

Before the project began, the scope was clarified with the technical teams: what would be done, and how, was defined up front, ensuring a surprise-free start.

TURBOARD replaced Betimar’s static approach with dynamic reporting logic. First, the source Excel formats were standardized. Then a custom script was built to transfer the data from those files into a database automatically. In data modeling, the horizontal table structure that constrained analytical flexibility was left behind for a vertical table model (where each response is held on its own row), which is far more flexible to analyze.

The TURBOARD environment is delivered as a branded platform under the Betimar name, giving the team a single home for all of their reporting and analysis. Throughout, responsive, proactive support kept the project on track.