|
|
The company required an overhaul of its Budgetary control
processes, having expanded significantly
over the previous few years. The task was to change a paper based Branch budget preparation exercise to an
automated Excel spreadsheet based exercise.
The project was controlled by very tight deadlines and tasks
included:
- Creation
of template Branch Budget spreadsheet – user friendly, robust to user
inputs.
- Automising
a process whereby Branch Budget spreadsheets were allocated to different
directories corresponding to the Branch’s local and regional location,
based on provisional data held on the Accounts mainframe.
- [Branch
representatives re-adjust their Budget spreadsheets, according to their
experiences/ knowledge.]>
- Creating
a “press button routine” for each Area/Regional representative to automatically
consolidate their Branches/ Areas/ Regions, per financial category/totals,
in seconds.
- [Where
Summary totals are at variance to expected overall Budgets, Branch representatives
appropriately re-adjust their Budget spreadsheets, and quickly rerun
the consolidations.]
- Creating
an automatic upload routine to return all Branches revised Budget data
back into the Accounts mainframe.
- User-friendly
Technical and Operator documentation, and staff training.
Skills involved
included
- Complex
Excel VBA modeling.
- Accountancy knowledge.
- Project
Leadership.
- Liaison with managment and staff of all levels.
- Accurate coding
and implementation.
- Meeting
very tight deadlines.
- User
training
|
