Report Simple

BACKGROUND

Introduce your business and what you do there.

I'm the CEO of Bloom Healthcare, a company that provides personalized, evidence-based healthcare and support services for NDIS participants, Medicare clients, aged care recipients, and private patients. We focus on person-centered care delivered with compassion and clinical excellence.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Report Simple?

We needed help with Power BI dashboard development and maintenance.

SOLUTION

What was the scope of their involvement?

Report Simple has been building and maintaining our Power BI dashboard. The team has handled data integration, visualization design, and ongoing updates.

What is the team composition?

I've been working with one teammate from Report Simple.

How did you come to work with Report Simple?

I found Report Simple through an online search and chose them because they were close to my geographic location.

How much have you invested with them?

We've spent an undisclosed amount of money with Report Simple.

What is the status of this engagement?

We started working with Report Simple in January 2024, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Report Simple has delivered a fully maintained and developed dashboard that has remained operational at all times. The dashboard has resulted in faster reporting times, increased data accuracy, and greater oversight of data in a visual sense. The increased tabs on the dashboard provide greater visibility to assessment and improve performance.

How did Report Simple perform from a project management standpoint?

Report Simple has delivered on time, and I'm very happy with their project management. We communicate through virtual meetings.

What did you find most impressive about them?

Ross (Founder) is great. He has a nice demeanor, is always on time, is technically strong, and helps us implement thoughts and put them into practice.

Are there any areas they could improve?

I don't think there's anything they can improve on.

BACKGROUND

Introduce your business and what you do there.

I'm the CPO at Cupid Media, where we run a portfolio of 33 niche dating sites connecting 55 million members worldwide — helping people find love regardless of location or background.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Report Simple?

We needed support migrating our BI infrastructure to Tableau and Google BigQuery, along with help implementing machine learning solutions, running monthly health checks, delivering ad hoc analysis and insights, and maintaining our BI platform overall.

SOLUTION

What was the scope of their involvement?

Report Simple migrated our data from legacy, disparate systems into a unified BI platform on Tableau and BigQuery. The team built the ETL pipelines to bring data from multiple sources into BigQuery data lakes, designing them to be robust, fast, accurate, and cost-effective. They also developed all of our Tableau reports with segmented views so employees can self-serve and gain insights quickly, and they continue to manage the health of our entire platform.

What is the team composition?

We typically work with a team of two to five people from Report Simple.

How did you come to work with Report Simple?

I'd worked with Matt, their CEO, before and knew firsthand that his work was excellent and that we collaborated well together.

What is the status of this engagement?

We began working with Report Simple in January 2018, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We have plenty of measurable results, though I don't have the exact figures on hand right now. What I can say is that our employees are far more effective in their roles, since they now have a single source of truth for reporting that's fast and easy to filter and segment.

How did Report Simple perform from a project management standpoint?

Report Simple has been extremely reliable, communicating clearly throughout the project and consistently delivering results on time. We stay in touch through in-person and virtual meetings, as well as email and messaging apps.

What did you find most impressive about them?

Their consistency is impressive. Report Simple reliably delivers great results on time.

Are there any areas they could improve?

Nothing comes to mind at this time.

BACKGROUND

Introduce your business and what you do there.

I’m the CMO of Beeline, a company that provides streamlined home loans and refinancing solutions, helping customers achieve their property and financial goals quickly and easily.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Report Simple?

We needed to build a single source of truth for paid marketing performance, replacing fragmented data spread across platforms with consistent, trustworthy reporting. We also wanted to tie campaign spend to real revenue through full-funnel attribution so the team could see which channels, campaigns, and messages actually drove business outcomes.

SOLUTION

What was the scope of their involvement?

Report Simple has partnered with us to replace fragmented marketing reporting with a unified, insights-driven analytics strategy. They have designed and implemented a robust data structure that consolidates paid marketing data across all channels, aligning every source to a consistent level of granularity to create a reliable reporting foundation.Report Simple has linked this marketing cost data to our first-party customer and revenue data, enabling automated reporting that shows exactly which channels, campaigns, and messages are driving revenue. They have mapped every customer touchpoint across the funnel, giving us a holistic view of the customer journey and true campaign impact.

What is the team composition?

We’ve worked with 2–5 members of Report Simple’s team.

How did you come to work with Report Simple?

I worked with them previously at Cupid Media.

What is the status of this engagement?

We started working together in February 2024-June 2026.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We’ve seen a 62% increase in marketing ROI following the unified analytics rollout. We can now accurately measure performance across all channels, identify high-performing traffic sources, map customer journey touchpoints, and optimize email and SMS campaigns based on true revenue impact. We’ve also seen improvements in lead quality and conversion rates.

How did Report Simple perform from a project management standpoint?

They deliver on time.

What did you find most impressive about them?

Their skills, knowledge, business acumen, and volume of work completed are impressive.

Are there any areas they could improve?

There’s nothing they need to improve.

BACKGROUND

Introduce your business and what you do there.

I’m the general manager of IP Solved, a business services company. We help businesses maximize the value of their intellectual property by providing tailored advice on patents, trademarks, IP strategy, enforcement, and commercialization. We support clients from startups to global companies across Australia, Asia, and beyond.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Report Simple?

We needed help with redeploying and improving Power BI reports, building additional reports, and assisting with various sync tool feeds.

SOLUTION

What was the scope of their involvement?

Report Simple has helped us redeploy and improve Power BI reports, build additional reports, and assist with various sync tool feeds. The team has worked on billing, WIP, and performance reports.

What is the team composition?

We’ve worked with one teammate from Report Simple.

How did you come to work with Report Simple?

We found them through an online search and chose them for their expertise.

How much have you invested with them?

The project cost is confidential.

What is the status of this engagement?

We started working together in September 2025, and the project is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Report Simple has reconnected reports and improved visuals and available data. The whole team has found it helpful to refer to reports in real-time and for management to track performance.

How did Report Simple perform from a project management standpoint?

Report Simple’s project management is very efficient, knowledgeable, and professional. We communicate via email and messaging apps.

What did you find most impressive about them?

Report Simple’s clear and consistent workflow is impressive.

Are there any areas they could improve?

No, there aren’t any.

BACKGROUND

Introduce your business and what you do there.

I’m the finance manager of Oasis Dental Studio. We offer advanced dental procedures focused on both oral health and overall well-being. We have a dedicated team committed to long-term dental care and patient comfort.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Report Simple?

We needed help with automated reports with greater clarity.

SOLUTION

What was the scope of their involvement?

Report Simple has developed Power BI reports and linked key data sources to a combined data source. The team has also set up Power BI dashboards for our company to use.

What is the team composition?

We’ve worked with 2–5 teammates from Report Simple.

How did you come to work with Report Simple?

Someone internally referred Report Simple to me. I chose them over other options because they had high ratings and were close to my geographic location.

How much have you invested with them?

Prefer not to disclose

What is the status of this engagement?

We started working with Report Simple in December 2024, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Report Simple's reporting system has enabled us to save 3–4 hours on our month-end reporting.

How did Report Simple perform from a project management standpoint?

Report Simple's communication and frequent catch-ups are impressive.

What did you find most impressive about them?

Report Simple's communication with their team is impressive.

Are there any areas they could improve?

I don't think there's anything they can improve on.