Vault Bioventures Scales Client Growth by 40% with Stackby’s Centralized Data System
Vault Bioventures streamlined research, sourcing, and data workflows across clients using Stackby,
saving 2+ hours daily per team and growing their client base by 40% in a year.
What did Vault Bioventures Achieve with Stackby
+40%
Growth in Client Base
10+
Hours Saved Every week
+20%
Faster Client Onboarding
Challenges
Vault Bioventures relied on scattered spreadsheets and disconnected tools to manage client research and data tagging, causing inefficiencies, collaboration issues, and delays in onboarding new clients.
Solution
With Stackby, they centralized all client data, added custom tagging and views, automated repetitive tasks, and improved collaboration and reporting with dashboards and real-time updates.
Results
They saved over 2 hours daily, improved new client onboarding by 20%, and grew their client base by 40% in just one year—making Stackby a core part of their workflow.
What does Vault Bioventures do?
Vault Bioventures is a consulting powerhouse serving the pharma, biotech, medical device, and digital health industries. Renowned for driving growth and spearheading digital transformation, their results-oriented approach empowers clients to meet evolving market demands.
However, despite their expertise, Vault Bioventures struggled internally with fragmented data management systems. This inefficiency hampered their ability to collaborate effectively and slowed their workflow across their diverse client base.
Problem they faced
Managing research data for multiple clients across the healthcare sector is no small challenge. Vault Bioventures relied heavily on disconnected tools—primarily Excel—for critical processes like research, sourcing, citation, and data tagging.
This created a number of issues:
- Fragmented data housed in scattered spreadsheets made it increasingly difficult to track and centralize information.
- Collaboration hurdles within teams, as disconnected systems limited shared access and real-time updates.
- Time inefficiencies, with significant manual hours spent collating and reconciling data from multiple sources.
This lack of a unified system made it challenging to streamline research, onboard new clients efficiently, and present actionable insights to key stakeholders. Vault Bioventures needed a solution to centralize and scale their data workflows, enabling them to better serve their clients and focus on growth.
Stackby was a game changer for our research, citation, sourcing, and data tagging workflows across multiple clients. It enabled us to consolidate everything into one structured, scalable system. From day one, our team started saving hours of manual work.
Lee Samartino
CIO, Vault Bioventures
Solution they got
Enter Stackby, a versatile no-code platform that helped Vault Bioventures unify their data processes into one scalable, collaborative ecosystem. Here’s how the solution addressed their challenges:
Centralized Data Management
- Vault Bioventures consolidated all client data into Stackby, transforming it into a single source of truth. Custom tagging mechanisms and separate views were created to organize data tailored to client-specific requirements, improving structure and accessibility.
Enhanced Collaboration
- The team utilized Stackby’s collaborative features, enabling all members to work within a unified database. They added comments, notes, and custom activities, ensuring seamless communication internally and with client stakeholders.
Automated Workflows
- By integrating automations via RSS feeds and webhooks, Vault Bioventures reduced time spent manually importing and processing data. Automated updates and notifications streamlined research workflows even further.
Executive Dashboards
- Stackby allowed Vault Bioventures to create sleek, executive dashboards infused with pivot tables and charts. These visual tools enhanced how they presented data and insights to management, driving impactful decision-making.
Results
Implementing Stackby brought measurable improvements to Vault Bioventures’ data workflows and client operations:
2+ Hours Saved Daily
- By eliminating manual tasks like data collation, tagging, and sourcing, the team saved over two hours each day. This freed up time for more strategic, high-value work.
Centralized and Structured Client Databases
- All client data was organized into a single, searchable platform with clear tagging and views. This improved accessibility, reduced errors, and helped teams work more efficiently.
20% Faster Client Onboarding
- Automated workflows and a unified system reduced delays in setting up new clients. The team was able to launch projects more quickly and deliver value sooner.
40% Growth in Client Base Within a Year
- With better processes and increased capacity, Vault Bioventures scaled its operations. This led to a significant 40% increase in new client acquisition within just 12 months.
These improvements underscored how Stackby’s flexible, no-code platform enabled the team to scale effectively while maintaining operational excellence.
Impact on their Operations
With Stackby as their data management partner, Vault Bioventures successfully bridged the gap between disconnected data and seamless collaboration. By aligning their workflows under one centralized platform, they unlocked new growth opportunities, saved time, and improved client satisfaction.
Looking ahead, Vault Bioventures plans to continue leveraging Stackby’s features to expand automations, build smarter dashboards, and enhance data analysis for their growing client base.
Are you ready to transform your research data workflows like Vault Bioventures? Try Stackby for free today.
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