下载PDF
实例探究 > Automated Templates Save Weeks of Tiresome Manual Work Every Quarter

Automated Templates Save Weeks of Tiresome Manual Work Every Quarter

技术
  • 分析与建模 - 预测分析
  • 应用基础设施与中间件 - 数据交换与集成
  • 功能应用 - 企业资源规划系统 (ERP)
适用行业
  • 金融与保险
  • Professional Service
适用功能
  • 商业运营
  • 质量保证
服务
  • 软件设计与工程服务
  • 系统集成
挑战
The Finance team was manually distributing and collecting Excel spreadsheets from hundreds of users across more than 200 departments, leading to email overload and issues with version control. Managers had no insight into the process of data collection; it was difficult to know which users had started entering their numbers, which had finished, and which needed assistance without sending emails and waiting for a response. A small team manually copied the data contained in user-generated spreadsheets and pasted it into Oracle’s front end to create reports. The abundance of manual work extended the budgeting process by weeks and increased the possibility that human error would negatively impact budget numbers and the firm’s bottom line.
关于客户
One of North America’s largest consulting firms was manually creating, distributing, and collecting hundreds of budget templates from more than 200 departments. The Finance team was manually uploading received data by copying it from Excel spreadsheets and pasting it into Oracle’s front end. The firm faced significant challenges in managing this process, including email overload, version control issues, and a lack of insight into the status of data collection. The manual nature of the work extended the budgeting process by weeks and increased the risk of human error, which could negatively impact the firm's financial outcomes.
解决方案
Vena’s central data repository stores the firm’s most up-to-date spreadsheets, templates, drivers, and assumptions and pre-populates Excel spreadsheets with relevant data. Spreadsheets are automatically updated according to changes made to the data contained within the central data repository. A drag-and-drop process designer allows managers to visually design workflows, assign tasks and due dates, and monitor statuses in near real-time. Detailed audit trail records all user-end activity in an easy-to-read log. Vena eliminated the risks associated with manual work with ETL processes that map data from the firm’s source systems into a central, secure data repository, protecting the integrity of data, and giving employees a “single version of the truth”. As a result, the firm can now complete their budget weeks earlier than before.
运营影响
  • Automatic updates to spreadsheets and templates eliminate the need to collect data via uncontrolled spreadsheets that may contain errors.
  • Workflow engine gives management complete control over and insight into the progress of each task in the process to ensure its timely and accurate completion.
  • Audit trail enhances user accountability and enables managers to roll back to previous template versions to instantly compare differences.
数量效益
  • Reduced budgeting process by weeks.
  • Eliminated the need for manual data collection from over 200 departments.

相关案例.

联系我们

欢迎与我们交流!

* Required
* Required
* Required
* Invalid email address
提交此表单,即表示您同意 IoT ONE 可以与您联系并分享洞察和营销信息。
不,谢谢,我不想收到来自 IoT ONE 的任何营销电子邮件。
提交

Thank you for your message!
We will contact you soon.