Client – Financial Service

Before - - -

  • Industry: Financial Services
  • Main Issue: Manual handling of monthly GL-data to create the updated forecast matrix
  • Problems: Time consuming update (3 days), no documentation, no back up, no useable, delayed support for crucial decisions

  • Risk: Key man, Flying blind

After - - -

  • Created meaningful mapping
  • Automated update to take only 10 minutes
  • Transparent data presentation
  •  Documented process
  • Leadership team loves it
  • Profound and timely decisions
  • ROI within three months
"The changes Jürgen made have resulted in a substantial time saving and improved the reliability of our process allowing us to focus on the analysis rather than the collation and manipulation of data. Jürgen isn't just an Excel guy. He really understands process flows and the business outcomes. Thanks again.” - David Barton - COO (Club Plus Super)