Powerful Data Repository Saves Days of Tedious, Manual Work
公司规模
1,000+
地区
- America
国家
- Canada
产品
- Vena
- Microsoft Excel
技术栈
- SQL
- ETL Processes
实施规模
- Enterprise-wide Deployment
影响指标
- Customer Satisfaction
- Digital Expertise
- Productivity Improvements
技术
- 应用基础设施与中间件 - 数据交换与集成
- 应用基础设施与中间件 - 数据库管理和存储
- 平台即服务 (PaaS) - 数据管理平台
适用行业
- 金融与保险
适用功能
- 商业运营
- 质量保证
用例
- 补货预测
- 监管合规监控
- 远程资产管理
服务
- 软件设计与工程服务
- 系统集成
关于客户
One of Canada’s leading investment firms was manually aggregating spreadsheet exports from their source systems to validate its management fee revenue. This was a time-consuming and error-prone process. The firm needed a more efficient and accurate way to handle their financial data to free up time for more value-added tasks.
挑战
The Finance team was exporting spreadsheets from multiple source systems and manually aggregating them, which was error-prone and time-consuming. This left little time for value-added work such as proper reporting and analysis. Additionally, the team had to manually compare spreadsheet versions to ensure consistency, further complicating the process.
解决方案
Vena’s central, secure data repository stores the organization’s most up-to-date spreadsheets, templates, business drivers, assumptions, and more, automatically bringing in data from their source systems daily. Spreadsheets containing financial data are fed into a SQL table by the Finance team, and powerful ETL processes seamlessly load this data into the central repository. The Finance team can then use up-to-date data from the repository to build dynamic templates and reports that are automatically updated when changes are made. Additionally, a detailed audit trail date-, time- and user-stamps all changes made to a spreadsheet, and a formal workflow engine allows management to assign tasks and deadlines to users, tracking their progress in real time. Email notifications are sent to both managers and users when deadlines are missed or tasks are completed.
运营影响
数量效益
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