

Streamlining Investor Relations: Automating the Quarterly Results Deck
Investor Relations (IR) teams live for four dates a year: Earnings Day.
The pressure is immense. One wrong decimal point on a “Key Highlights” slide can move billions in market cap. The workflow of updating the Earnings Deck is usually a high-stress race against the clock.
Automating the Earnings Slog
1. The Spreadsheet-to-Slide Sync
Most IR teams have a “Master Earnings Workbook” in Excel. With o11, you can link every data point in your deck—from Revenue to GAAP/Non-GAAP reconciliations—directly to that workbook. When the final numbers are dropped in on Tuesday night, the deck updates on Wednesday morning in one click.
2. Consistency across the Suite
Your Earnings Release (Word), your Earnings Transcript (Word), and your Earnings Presentation (PowerPoint) must all tell the same story. o11 acts as the “Single Source of Truth” layer, flagging any inconsistencies in figures or narrative between the documents.
3. Rapid Q&A Preparation
o11 can analyze the last four quarters of analyst questions and generate a “Mock Q&A” deck with suggested answers based on your current quarterly performance.
Conclusion
IR teams shouldn’t be human “Copy-Paste” machines. They should be strategic communicators. o11 handles the mechanical accuracy so the IR director can focus on the message.



























































































