Margin
Less senior time consumed by production work per engagement.
Use case
Client deliverables, produced at scale.
Firms delivering recurring reporting to clients face a margin problem: every additional client adds manual work. Datox turns the delivery process into a configured workflow, so the marginal cost of the next client falls.
Pain points
The delivery model does not scale
Client reporting is usually delivered by experienced people doing repetitive work under time pressure, which is expensive, hard to staff and difficult to quality-assure consistently.
- Client data arriving late, incomplete or in a different format each time.
- Deliverables rebuilt manually each period from the previous version.
- Quality dependent on which team member prepared the file.
- Senior time spent reviewing mechanical work rather than advising.
- Difficulty taking on more clients without adding proportional headcount.
Operating model
Turning a deliverable into a workflow
Standardise the deliverable
Define the reporting model, calculations and output format once, so every client engagement starts from the same base.
Automate collection
Client data arrives through configured channels and is validated on receipt, so gaps surface early rather than at deadline.
Configure per client
Client-specific mappings and variations are held as configuration against a shared template.
Review by exception
Delivery teams focus on flagged items and client-specific judgement rather than re-checking every figure.
Deliver consistently
Outputs are generated and delivered in the same format and to the same standard across the portfolio.
Outcomes
What firms are aiming for
Consistency
The same quality of deliverable regardless of who prepared it.
Scalability
Additional clients onboarded onto an existing workflow.
Evidence
A defensible record of how each client deliverable was produced.