A leading New Zealand financial institution accelerates insights and reporting efficiency with Infotools Harmoni

Background: Unifying data and reporting across a multi-supplier research programme

A major New Zealand financial institution runs an insights programme anchored by several ongoing tracking studies and medium-sized ad hoc projects. These include key measures managed through Infotools Harmoni, alongside additional studies delivered by other research partners. The insights team supports monthly and quarterly reporting cycles across multiple stakeholder groups.

Because the team works with multiple suppliers and receives substantial volumes of data through different methodologies, having a trusted analytical environment is essential. Infotools Harmoni simplifies access to survey data, standardises analysis and supports consistent reporting.

Challenge: Growing demand, tighter timelines and increasing organisational complexity

As the organisation’s appetite for timely insights grew, the team faced mounting pressure during peak reporting periods, with several deliverables often due at the same time. Stakeholders sought more interpretation and clearer explanation of the underlying “why,” placing additional demands on the analysis stage.

Working with several research suppliers increased the volume of information and relationship management required. The team was also interested in exploring AI-supported verbatim analysis, but only with appropriate human checks in place. These factors increased workload for an insights function while supporting a growing set of internal stakeholders.

Solution: A streamlined analysis environment that strengthens confidence and speeds delivery

Infotools Harmoni became one of the team’s key platforms for analysing key tracking studies and informing reports for the wider organisation.

From the team’s perspective, Harmoni offers several strengths:

• It is straightforward to use, with filtering and significance testing that can be applied quickly.
• Exports to Excel are simple, supporting efficient reporting workflows.
• Users have confidence that the data is correct and consistently structured.
• Support from the Infotools team is prompt, reliable and highly valued.

 “Harmoni is very user-friendly and doesn’t take long to learn.” 

The organisation continues to collaborate with Infotools on workflow enhancements, including timeout messaging, improved story organisation and dashboard refinements. 

Results: Faster turnaround, clearer communication and greater confidence in data

By using Harmoni as part of its insights operations, the institution has been able to complete analysis more efficiently. The platform’s filtering, significance testing and export features help the team move through technical tasks quickly

The team values the confidence it has in the accuracy of the data and the prompt support it receives when questions arise.

These gains have become increasingly important as more internal groups draw on the research function and overall workload expands.