Case study

Automation process

Asset management industry

Situation analysis

An asset management company was tasked with regularly creating reports for all of their investors. This presented some challenges:


Our solution consisted of a MS Excel Template Tool with the following capabilities:


minutes to generate 2000 personalised reports

reliable results

easy maintenance


The results of implementing our solution are as follows:

Working with Goal Seek, takes what I am able to do to the next level. Automating procedures is something that every business needs to look into so as to save tons of time! It is also a pleasure working with the team at Goal Seek, and so I would definitely recommend them to anyone!

Lawrence Brown - Angelytix consulting