Excelgoodies +1 650 491 3131

Fund Management Automation

39 Hours

Before Automation

8.67 Hours

After VBA Automation

30.33 Hours

Time Saved Per Month

  • Industry:
  • Retail & Telecommunication

Company Profile: Headquartered in India, it is a leading multi-brand retail chain that deals in mobile phones and connections, accessories, recharges and Internet data cards.

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

Need for Automation:

I am responsible for complete Fund Management for the Company – right from adding funds, payments, to generating required reports like supplier-wise payments, department-wise payments etc. On an average, I spend around 90 minutes a day for these activities and sometimes even half-a-day in case of mismatch in the number. Reconciling data becomes really challenging at times and hence, automation of these activities could help me focus on other tasks and also would release me from the stress of reconciliation.

Cost-Benefit Analysis

Activity # Description Frequency (Monthly) Time Consumed - Manually Time Consumed - After Automation Total Time Savings Per Activity (per day) Total Time Saved Per month
1 Fund Management 26 90 Minutes 20 Minutes 70 Minutes 1820 Minutes

Cost-Benefit Analysis (Post Macro Implementation)


Poorvika Fund Management



Time consumed manually

90 Minutes

Time Consumed for automated activity

20 Minutes

Total time savings per activity

70 Minutes

Total time saved Per month

1820 Minutes

Join our 10-day online session and learn how to automate your Excel Reports and Processes using VBA Programming. No prior programming experience needed!.

Upcoming Schedule:

  • Date:
  • Sunday, July 11
  • Time:
  • 10:00 AM - 12:30 PM (ET)

Proficiency with Excel formulas is a prerequisite. Not sure about your skills? Schedule a pre-assessment at 650-491-3131 to evaluate your Excel proficiency.

Explore 90+ practical scenarios, delve into 7 case studies, and complete a live VBA project.

Ready to learn Excel VBA Macro?