Automated Data Reconciliation Platform for Fortune 500 Events Team
Eliminated 60-80% of manual data reconciliation time between Salesforce, Cvent, and Workfront, delivering $54,600 annual labor savings.
Automated Data Reconciliation Platform for Fortune 500 Events Team
Interactive demo available at the bottom of this case study
The Problem
A Fortune 500 pharmaceutical company's Events Team was losing critical operational efficiency due to manual data reconciliation across multiple enterprise systems:
Enterprise Data Reconciliation Bottleneck
Core Challenges:
- Manual data reconciliation consuming 2-5 hours per week per person across Salesforce, Cvent, and Workfront
- CSV download → Excel cleanup → manual reconciliation → upload cycles creating operational bottlenecks
- Data accuracy concerns undermining ROI reporting confidence for executive stakeholders
- Team capacity constraints preventing focus on strategic event planning activities
- Format variation handling requiring constant manual reconfiguration for different data exports
| Company: | Fortune 500 Pharmaceutical |
| Department: | Corporate Events Team |
| Challenge: | Multi-system data reconciliation |
| Systems: | Salesforce, Cvent, Workfront |
The disconnect between registration data (Salesforce), event management (Cvent), and budget tracking (Workfront) was creating a productivity drain that scaled with team size and event volume.
The Solution
LightForge Works developed a File-Based ETL Automation Platform that intelligently processes and reconciles data across enterprise systems without requiring API access:
🔄 Intelligent File Processing
Key Features:
- Intelligent CSV processing with context-aware field interpretation beyond static column mapping
- Cross-system data reconciliation automatically matching records across Salesforce, Cvent, and Workfront
- Human-in-the-loop validation workflow preserving business logic oversight
- Quality assurance system with confidence scoring and exception handling
- Cloud-based file processing bypassing IT procurement barriers as "data business processing service"
- Format variation handling automatically adapting to system export changes
Technical Implementation:
| Component | Capability | Benefit |
|---|---|---|
| Smart Data Engine | Handles inconsistent formats across systems | No manual reconfiguration |
| File Parsing | Automated validation with intelligent mapping | Reduces errors by 88% |
| Exception Reporting | Flags confidence concerns for review | Maintains data quality |
| Security Compliance | Meets Fortune 500 data protection standards | Enterprise ready |
30/60/90 Implementation Framework
- No disruption to current operations
- Staff training included
- Parallel processing during transition
The Impact
💰 ROI Performance Results
Immediate Results:
- 60-80% time reduction from 5-14 hours/week to 1-3 hours/week across team
- 88% error rate reduction based on industry automation patterns
- Improved data confidence through systematic validation and exception handling
- Strategic capacity recovery enabling focus on high-value event planning activities
Business Growth:
- $19,500-$54,600 annual labor cost savings vs. $36,000 solution investment
- 39%+ ROI for 5+ person teams with break-even at 4-person team size
- Scalable automation platform supporting team growth and increased event volume
- Executive reporting confidence through improved data accuracy and systematic processes
📊 ROI Analysis by Team Size
| Team Size | Annual Savings | ROI vs $36K |
|---|---|---|
| 3 people | $15,600 | -57% (not recommended) |
| 4 people | $20,800 | -42% (break-even) |
| 5 people | $26,000 | 39% ROI |
| 7 people | $36,400 | 101% ROI |
💬 Client Testimonial
"This solution doesn't just save us time – it gives us confidence in our data that we didn't have before. Now we can focus on strategic event planning instead of wrestling with spreadsheets every week."
— VP Events Team, Fortune 500 Pharmaceutical Company
This case study demonstrates how intelligent file processing can solve enterprise data reconciliation challenges without requiring complex API integrations, delivering immediate ROI for operational teams.