Video

Struggling with Outdated Reporting Workflows? There’s a Better Way.

Creating corporate reports shouldn’t feel like solving a thousand-piece puzzle—blindfolded. Yet, for many teams, outdated workflows turn reporting into a frustrating, time-consuming process. If you’ve ever spent hours tracking down the latest numbers, consolidating endless versions of a document, or dealing with last-minute chaos, you’re not alone.

But what if there was a smarter way?

The frustration of traditional reporting

In this video we’ll introduce Amy, a project coordinator tasked with assembling her company’s annual report. Her workflow looks something like this:

  • Data chaos – Felix from finance shares his numbers in Excel. Other departments send Word documents.
  • Manual consolidation – Aimy compiles everything and hands it to Zeke, the designer.
  • Inefficient revisions – Zeke creates a draft, exports it as a PDF, and sends it back.
  • Never-ending edits – Everyone submits last-minute changes, forcing Zeke into endless revisions.
  • Time lost, stress gained – The cycle repeats, leading to frustration, delays, and errors.

This isn’t just inefficient—it’s costly. Every extra hour spent fixing, formatting, and chasing updates is time that could be better used elsewhere.

A smarter, more efficient approach

In a world where real-time collaboration is the norm, reporting shouldn’t be an exception. That’s where Tangelo comes in. Tangelo is a cloud-based corporate reporting solution designed to eliminate the bottlenecks of traditional workflows. Instead of juggling multiple versions and struggling with outdated processes, your team can:

  • Work in real time – No more scattered files or version confusion.
  • Integrate data seamlessly – Link Excel files directly to reports for instant updates.
  • Collaborate effortlessly – Team members can edit, review, and track progress in one place.
  • Maintain design consistency – Templates ensure branding and formatting stay intact.
  • Publish with confidence – Generate reports as print-ready PDFs or interactive HTML in just a few clicks.

From frustration to confidence

With Tangelo, Amy no longer dreads reporting season. Instead of wrestling with endless revisions, she has full control over the process—assigning access, tracking tasks, and ensuring every update is reflected instantly. The result? A smooth, stress-free workflow where teams collaborate seamlessly, reports stay accurate, and deadlines are met with ease.

Ready to simplify your reporting process?

This on-demand demo is designed for your schedule. Get an in-depth look at how our platform streamlines reporting, enhances collaboration, and eliminates frustration. Watch it anytime and see how Tangelo can transform your workflow. We’ll explore the five core pillars of our platform:

  1. Build - Apply design rules instantly and edit content freely.
  2. Connect - Keep tables, charts, and figures in sync with your data.
  3. Tag - Tag financial and sustainability disclosures with ease.
  4. Review - Streamline collaboration with structured review workflows.
  5. Publish - Generate PDFs and microsites from a single source.