Mission Statement
A private equity investment company set out to optimise its month-end reporting cycle. The goal was to improve efficiency and accuracy across the revenue reporting process by streamlining and consolidating workflows for both timesheets and regional revenue.
Tools Used
Alteryx - data processing and workflow automation.
NavOne
Power BI
Microsoft Dynamics
Group HR
Detailed Solution
The solution contained several steps:
Used Alteryx to fully automate the consolidation of timesheets and regional revenue data, eliminating manual effort and ensuring accuracy.
Applied data preparation techniques to cleanse and structure the information for reliable downstream use.
Conducted in depth analysis of reporting outputs to proactively identify and resolve potential issues before they impacted business performance.
Developed and documented a proof-of-concept workflow to validate regional revenue file structures against the reporting template, ensuring consistency.
Delivered training sessions so the client’s team had the skills and confidence to independently manage, maintain, and enhance the workflows going forward.
Impact
Streamlined and efficient revenue reporting process
Improved accuracy and timeliness in revenue reporting
Enhanced data processing capabilities
The team was well-prepared to maintain and further develop the workflows