Excel Process Solutions

Let’s decide to reduce the resource required to complete repetitive tasks, and focus instead on delivering priority items through beneficial operational change.

Excel Process Solutions

Excel-based solutions to enhance your businesses processes can be straightforward to deploy, while also being more robust than you may think.

Examples of working smarter, not harder using Excel can include areas such as :

  • customised Excel formula to meet your individual business needs
  • programming in Visual Basic for Applications (VBA) to create a macro to automate a repetitive task
  • collation of MI data into required layout, then onward distribution of completed reports to the end-customer, be that internal or external
  • building a multi-user VBA application
Cadero Reconciliation Solutions - Recognising Opportunities

Cadero Reconciliation Solutions - Recognising Opportunities

However to reduce business risk, the full power, flexibility and speed of development from creating Excel process solutions must incorporate control points such as :

  • user access restricted via log-on ID’s
  • robust validation around data capture (either manual input or automated upload)
  • audit trail of processing completed by users
  • structured documentation to assist future support / maintenance

Over time it is common to find overlapping, ineffective or now redundant controls still being part of current business processes.    Automating a process also provides the opportunity to strengthen the control environment by building into the newly streamlined Excel process only relevant checks & balances, supported by comprehensive exception reporting.

Separately collating a central inventory of mission critical spreadsheets also addresses a common dilemma of uncontrolled end-user Excel development.

Historical working practices or a lack of awareness of potential alternatives can mean your processes are not working in the most effective or efficient manner.    As well as incurring unnecessary additional cost, employee morale can be adversely impacted as people don’t like working on what they know is a “broken” process and would welcome the opportunity to be part of something better.

Cadero Reconciliation Solutions - Realising Efficiencies

Cadero Reconciliation Solutions - Realising Efficiencies

Summary

With limited resources and seemingly limitless challenges, you can often be restricted by the ongoing effort needed to complete “core” processes to the detriment of improving such same processes, and allowing controlled business growth.

Overcome any perceptions that existing desktop products cannot effectively deliver continuous improvement across your organisation without the need for any additional IT software or hardware spending.

Let’s decide to reduce the resource required to complete repetitive tasks, and focus instead on delivering priority items through beneficial operational change.

Please contact andrew.tait@cadero.co.uk for more information.

Contact
mobile:
07 900 491 342

email:
andrew.tait@cadero.co.uk
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