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Monthly Equity Report Automation

8.75 Hours

Before Automation

1 Minute

After VBA Automation

8.73 Hours

Time Saved per month

  • Industry:
  • Monetary International Financial Organization

Company Profile: It is an international financial institution that provides loans to countries of the world for capital programs, headquartered in Washington, D.C

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

Need for Automation:

It takes about 9 hours approx. to generate monthly preliminary Equity Income Report for IFC mentioning the total dividends and capital gains on IFC’s equity investments. A major portion of the reporting process is driven by rule-based mechanics; the turnaround time of the report is very limited – to be delivered as soon as the subsystems are closed and process to SAP GL. Automation would significantly reduce the turnaround time and reduce errors and omissions.

Time­ Cost-Benefit Analysis (Post Macro Implementation)

Activity # Description Frequency Time Consumed - Manually Time Consumed - After Automation Time Saved
1 Dividend Report Monthly Once 3.0 Hours 30 Seconds 3.0 Hours
2 Capital Gains Report Monthly Once 3.0 Hours 30 Seconds 3.0 Hours
3 Extracting SAP balances and calculating the difference Monthly Once 0.25 Hours NIL* 0.25 Hours
4 Extracting other details for reporting from web based applications Monthly Once 2.5 Hours NIL* 2.5 Hours
Total 8.75 Hours 1 Minute 8.73 Hours

Cost-Benefit Analysis (Post Macro Implementation)

Description

Dividend Report

Frequency

Monthly Once

Time consumed manually

3.0 Hours

Time Consumed for automated activity

30 Seconds

Time Saved

3.0 Hours

Description

Capital Gains Report

Frequency

Monthly Once

Time consumed manually

3.0 Hours

Time Consumed for automated activity

30 Seconds

Time Saved

3.0 Hours

Description

Extracting SAP balances and calculating the difference

Frequency

Monthly Once

Time consumed manually

0.25 Hours

Time Consumed for automated activity

NIL*

Time Saved

0.25 Hours

Description

Extracting other details for reporting from web based applications

Frequency

Monthly Once

Time consumed manually

2.5 Hours

Time Consumed for automated activity

NIL*

Time Saved

2.5 Hours

Time consumed manually

8.75 Hours

Time Consumed for automated activity

1 Minute

Time Saved

8.73 Hours

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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