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Automated
PDF Report Generation for Audit Data
Project Management
Data Analysis
PDF Generation
Google Form Automation
PDF Report Generations
Samsung, a global electronics leader, sought an automated solution for retail audit reports, previously done manually via Google Forms and Sheets. Optez implemented an automated system, streamlining report generation, reducing manual effort, and enhancing accuracy.
Goals & Objectives
Automate the end-to-end report generation process.
Improve turnaround time for report delivery.
Reduce manual intervention and errors in data formatting and calculations.
Generate standardized, professional PDF reports efficiently.
Key Challenges & Pain Points
Operational Inefficiencies
The manual process involved multiple steps, increasing turnaround time.
Data Processing Delays
Extracting, formatting, and calculating results in Google Sheets was tedious.
Scalability Issues
As the number of store audits grew, manual report generation became unsustainable.
Standardization
Maintaining consistency in report formatting across different audits was a challenge.
Solutions Implemented
Audit Data Automation
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Implemented Google Apps Script to automate data extraction, processing, and formatting.

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Developed an automated pipeline to fetch Google Form responses from Google Sheets.

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Standardized the data structure to ensure uniformity in report generation.
PDF Report Automation
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Created a predefined report template to maintain consistency.
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Integrated automation scripts to perform necessary calculations and insert formatted data into the PDF.
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Enabled seamless PDF generation and automatic storage/distribution.
Tools & Technologies Used
Google Forms & Sheets
for data collection and storage.
Google Apps Script for automation of data processing and calculations.
PDF Generation Libraries for structured, formatted reports.
Implementation Process
Profile Selection & Lead Generation
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AI-powered identification of high-intent prospects.
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Automated lead scoring for improved targeting.
Data Mining & Enrichment
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Developed automation scripts for data extraction and formatting.

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Integrated Google Sheets with Google Apps Script for calculations.
Automated Profile Creation & Outreach
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Integration of enriched profiles into marketing platforms.
Key Performance Improvements
80% Reduction
​in manual workload.
60%
Faster
report generation time.
100% Standardization
of reports, improving accuracy and consistency.
Enhanced Scalability
allowing for increased audit volume without additional effort.
Results & Impact
2-3 hours per report
Required for each audit
Prone to errors
Limited
Before Automation
15-20 minutes
Fully Automated
100% Standardized
High
After Automation
Report Generation Time
Manual Data Processing
Report Formatting Consistency
Scalability
Learnings & Future Scope
Key Takeaways
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Automating routine tasks significantly improves efficiency and reduces human errors.

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Standardized report templates ensure uniformity and accuracy.

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Google Apps Script provides a lightweight yet powerful automation solution for data-heavy processes.
Scaling Opportunities
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Further automation for real-time data visualization dashboards.

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AI-driven audit insights and anomaly detection.

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Integration with external databases or reporting tools for advanced analytics.
Conclusion
Optez successfully transformed Samsung’s store audit process by automating data processing and report generation. The solution not only improved operational efficiency but also ensured accuracy, consistency, and scalability. By leveraging automation, Samsung can now conduct audits seamlessly, generating high-quality reports with minimal manual effort.
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