Customer Success Story

How Miller Reserve Studies Cut Report Time by 75%

Sarah Miller, Principal | Miller Reserve Studies, Ohio

Managing 45 properties manually was overwhelming. After implementing ALX Reserve Cloud, we reduced report generation time from 20 hours to just 5 hours per study—and our clients love the real-time portal access.

Results at a Glance

75%

Time Savings per Report


$45K

Annual Labor Cost Savings


3 mo

Time to Full ROI


The Challenge

Miller Reserve Studies was managing 45 HOA properties across Ohio using a combination of Excel spreadsheets, manual calculations, and email communication. Sarah Miller and her small team were spending an average of 20 hours per reserve study—most of that time on repetitive calculations, formatting reports, and answering client questions about study status.

Manual calculations taking 20+ hours per study with frequent formula errors

Clients calling constantly for updates on study progress and funding status

Version control nightmares with multiple spreadsheet revisions

Unable to scale business without hiring more staff

No consistent report formatting or professional presentation


The Solution

Sarah implemented ALX Reserve Cloud in January 2024. The onboarding took just 2 hours, and within a week, her team was fully operational. They started by migrating their existing property data, then began using the platform for all new reserve studies.

1
Quick Onboarding

2-hour setup with video tutorials and sample data. No technical expertise required.

2
Data Migration

Imported 45 properties with existing component data in under 3 hours using Excel templates.

3
Team Training

All team members trained and productive within one week using built-in walkthroughs.


The Results

Before ALX Reserve Cloud

20 hours per reserve study

Limited to 2-3 studies per month

Clients frustrated with lack of visibility

Calculation errors causing rework

No standardized report format

After ALX Reserve Cloud

5 hours per reserve study

Capacity for 8-10 studies per month

24/7 client portal access

Zero calculation errors

Professional, branded reports every time

In the first 6 months with ALX Reserve Cloud, Miller Reserve Studies completed 42 reserve studies—30% more than the entire previous year. The time savings allowed Sarah to take on 3 new property management company clients without adding staff. Client satisfaction scores improved from 3.8 to 4.9 out of 5, with clients specifically praising the real-time portal access. The firm recovered its software investment in just 3 months through increased productivity.


"ALX Reserve Cloud transformed how we work. What used to take us 20 hours now takes 5, and our clients are happier than ever with instant access to their data. It's not just a time-saver—it's allowed us to grow our business without the growing pains."

Sarah Miller

Principal, Miller Reserve Studies


Key Features That Made a Difference

The ALX Reserve Cloud features that powered Miller Reserve Studies's success

Automated Calculations

Reduced calculation time from hours to seconds with zero errors

Client Portal

Eliminated 90% of status update calls with 24/7 client access

Report Generation

Professional PDF reports in minutes instead of manual formatting

Component Inventory

Centralized asset tracking with lifecycle management

Document Management

All photos and documents in one secure location

Team Collaboration

Seamless handoffs between team members with full audit trail


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