Automated Portfolio Reporting
Business Case
- Proactive management of a large, diverse portfolio required the ability to provide fast, factual and actionable information to management.
- Completing a set of reports for internal use consumed over 20 man days.
Actions Taken
- Designed and developed an approach to flexible data accumulation, analysis and reporting.
- Developed tools using Microsoft desktop software to automate the compilation of information.
Business Results
- Time consumed to develop reports dropped from 20 days to 1 day.
- Improved productivity resulted in wider usage of the information, which drove long run data quality.
- The approach was applied to acquisition analysis which enabled fast and flexible views of information.