Monthly Equity Report Automation

9 Hours

Before Automation

1 Minute

After VBA Automation

9 Hours

Saved per month

  • Industry:
  • Monetary International Financial Organization

Company Profile: It is an international financial institution that provides loans to countries of the world for capital programs, headquartered in Washington, D.C

  • Department:
  •  Finance
  • Tool(s) Used:
  • Microsoft Excel VB Programming (Macro)

Need for Automation:

It takes about 9 hours approx. to generate monthly preliminary Equity Income Report for IFC mentioning the total dividends and capital gains on IFC’s equity investments. A major portion of the reporting process is driven by rule-based mechanics; the turnaround time of the report is very limited – to be delivered as soon as the subsystems are closed and process to SAP GL. Automation would significantly reduce the turnaround time and reduce errors and omissions.

Cost-Benefit Analysis (Post Macro Implementation)

Description

Dividend Report

Frequency

Monthly Once

Time consumed manually

3.0 Hours

Time Consumed for automated activity

30 Seconds

Time Saved

3.0 Hours

Description

Capital Gains Report

Frequency

Monthly Once

Time consumed manually

3.0 Hours

Time Consumed for automated activity

30 Seconds

Time Saved

3.0 Hours

Description

Extracting SAP balances and calculating the difference

Frequency

Monthly Once

Time consumed manually

0.25 Hours

Time Consumed for automated activity

NIL*

Time Saved

0.25 Hours

Description

Extracting other details for reporting from web based applications

Frequency

Monthly Once

Time consumed manually

2.5 Hours

Time Consumed for automated activity

NIL*

Time Saved

2.5 Hours

Time consumed manually

8.75 Hours

Time Consumed for automated activity

1 Minute

Time Saved

8.73 Hours

Take 12-day session, and we will teach you how to Automate your Excel Reports and Processes using VB Programming and, save hours of work for you and the Company. You don’t need to know programming. All you should have is the adequate knowledge of Excel Functions.

Upcoming Schedule:

  • Date:
  • Time:

All our sessions are Classroom, Instructor-Led. If you feel, you need to assess your proficiency with Excel Formulae before reserving the seat, Schedule your pre-assessment with the support team at .

Throughout the course, you will be facilitated with 90 small-scale scenarios, 7case studies, and a Live VBA Project to implement the real-time automation back at work.

Ready to learn Excel VBA Macro?