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:
- Lack of data integrity due to no consolidated database of investors, advisors and investment information
- Personnel hours wasted by the repetitive task of creating investor and internal reports
- Inaccuracies due to human error in calculations
Solution
Our solution consisted of a MS Excel Template Tool with the following capabilities:
- Capturing details of investors, advisors and investments
- Calculations for investment valuations
- Creation of PDF reports detailing investment information and valuation for all investors by fund
- Creation internal dashboard reporting for all investments
30
minutes to generate 2000 personalised reports
reliable results
easy maintenance
Outcomes
The results of implementing our solution are as follows:
- Tedious and repetitive tasks became a single setup with minimal updates
- Report creation is as simple as clicking a button
- Automation minimises the potential for human error
- Team can spend their time where it is most valuable
- Reports are uniform and professional-looking
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!