Background
Keyrus was asked to help a financial services Compliance team, who were producing upwards of 30 reports a day with several large monthly reports to produce as well. These reports would vary from checking a single number to combing multiple datasets and manipulating the data.
Challenge
The larger reports often applied similar logic to varying funds, regions or currencies. The large number of reports produced and checked also needs to be automated in an efficient way to achieve the best time saving possible.
Approach
For smaller daily reports and checks Keyrus produced one workflow which checked a single folder where all the inputs could be copied into. This workflow checked each of these inputs against logic set up in the workflow and produced a summary sheet of ones that needed further investigation. For the larger reports that broke data down into different sections Keyrus used macros to ensure changes could be made to logic easily and efficiently.
Key results
Benefits
Time saved allows for value added tasks to be performed so rather than producing these reports the data in them can be acted on. Automating the process has also improves accuracy as well as saving time. Once the logic has been agreed and set for the checks it removes the human error from the process. The process is also easier to run reducing risk in dependency on key personal.
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