Sigma × Makena Capital
Sigma x Makena Capital, 50% of analyst hours freed from Excel
50% of weekly analyst hours reclaimed from manual report building (10–20 hours/week)
Data assembly drudgery to analysis-focused work
Members read free
Unlock the full breakdown
Enter your email to open every case study in the library: the full screenshot, why it works, and the one thing worth stealing. One email unlocks all of them.
Free. No spam. Unsubscribe anytime.
You're in — enjoy the library.
Why it works
The case study earns its headline by anchoring the before-state in a concrete, embarrassing detail: a core dashboard with a 50% failure rate on open that senior staff refused to use. The fiduciary risk angle (four analysts producing four different outputs on a $20B book) raises the stakes beyond productivity and gives the efficiency story a consequence that readers in financial services will feel immediately. The secondary New Capability tag is justified by Scenario Lab, which the text explicitly says would not have been possible in the previous Excel paradigm.
Steal this
Quantify the embarrassing failure of the old system in a single, vivid stat before introducing the solution. A dashboard that fails to open half the time is more damaging to reader comfort than any efficiency percentage.
Click to enlarge ↗ This is editorial commentary and curation. The case study, screenshot, and all metrics are Sigma's published work; we link to the source and lead with our analysis.