+1 650 491 3131

FinanceOps Streamline

21.75 Hours

Before Automation

3.25 Hours

After VBA Automation

18.5 Hours

Time Saved per month

  • Industry:
  • Information Technology

Company Profile: An American multinational company headquartered in Palo Alto, California, specializing in two key divisions: Enterprise Group (servers, storage, networking, consulting, and support) and Financial Services.

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

Need for Automation:

The analysis reveals that the month-end procedures currently demand more than 24 hours per month. These tasks hold significant importance in meeting Service Line Agreements and completing the RTR month-end process. Additionally, monitoring user open items and managing the follow-up process post-month-end poses a considerable challenge. Implementing automation for these tasks is crucial to reduce time consumption, ultimately ensuring a timely and compliant Green SLA by month-end.

Cost-Benefit Analysis (Post Macro Implementation)

Activity # Description Frequency (Monthly) Time Consumed - Manually Time Consumed - After Automation Total Time Savings Per Activity (per day) Total Time Saved Per month
1 Profit Share Global 1 8 Hours 1 Hour 7 Hours 7 hours
2 Crest Partner Reclassification 4 2 Hours 15 Minutes 1 Hour 45 Minutes 7 hours
3 Uncontrolled Teus Calculation in OFR Volume JV 1 2 Hour 15 Minutes 15 Minutes 2 Hours 2 hours
4 Comparison Analysis of B/S Open items 1 2 Hour 30 Minutes 30 Minutes 2 Hours 2 hours
5 Open item reduction proposal 2 30 Minutes 15 Minutes 15 Minutes 30 Minutes

Cost-Benefit Analysis (Post Macro Implementation)

Description

Profit Share Global

Frequency

1

Time consumed manually

8 Hours

Time Consumed for automated activity

1 Hour

Total time savings per activity

7 Hours

Total time saved Per month

7 hours

Description

Crest Partner Reclassification

Frequency

4

Time consumed manually

2 Hours

Time Consumed for automated activity

15 Minutes

Total time savings per activity

1 Hour 45 Minutes

Total time saved Per month

7 hours

Description

Uncontrolled Teus Calculation in OFR Volume JV

Frequency

1

Time consumed manually

2 Hour 15 Minutes

Time Consumed for automated activity

15 Minutes

Total time savings per activity

2 Hours

Total time saved Per month

2 hours

Description

Comparison Analysis of B/S Open items

Frequency

1

Time consumed manually

2 Hour 30 Minutes

Time Consumed for automated activity

30 Minutes

Total time savings per activity

2 Hours

Total time saved Per month

2 hours

Description

Open item reduction proposal

Frequency

2

Time consumed manually

30 Minutes

Time Consumed for automated activity

15 Minutes

Total time savings per activity

15 Minutes

Total time saved Per month

30 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.

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