Results That Speak

Challenge

A Fortune 500 manufacturer’s finance and operations teams regularly exported datasets from SAP that exceeded Excel’s 1M+ row limits. Analysts spent days manually splitting files, building fragmented PivotTables, and reconciling numbers across business units. Critical monthly reporting was delayed, and decision-makers lacked timely insights.

Approach

We designed a fully automated end-to-end solution using RPA to extract data from SAP, followed by advanced VBA and Power Query to refresh connections, update PivotTables, and leverage the Data Model (Power Pivot) with DAX for complex calculations. Completed reports were automatically saved to SharePoint with email notifications containing direct links. The solution required no new software licenses and preserved the familiar Excel interface users already trusted.

Outcome

Challenge

At a large manufacturer, five accountants each spent a full 8-hour day during month-end close downloading SAP data, performing analysis, and preparing journal entries for their assigned companies. The repetitive process consumed over 40 hours per close cycle.

Approach

We implemented a full end-to-end automation. RPA bots extracted data directly from SAP, advanced VBA scripts within Excel performed all analysis, calculations, and journal entry preparation. Completed files were automatically uploaded to SharePoint with email notifications containing direct links.

Outcome

Challenge

A global dairy company was implementing Workday across multiple international entities. The US team and Canada team were struggling significantly with the payroll data conversion. The payroll iLoad templates are widely considered some of the most complex in Workday.

Approach

We were brought in to support the US team and developed a highly effective Excel + VBA automation solution that successfully populated the complex payroll iLoad templates. The solution was so effective that it was offered to the Canada team as well. Our current process is even faster — leveraging our mature data migration platform with intelligent mapping, automated validation, and orchestrated workflows.

Outcome

Challenge

A healthcare company migrating from QuickBooks to NetSuite needed to convert historical accounting balance data for over 100 subsidiary locations. The volume of data far exceeded practical Excel limits.

Approach

We delivered a robust solution using Excel orchestration with VBA and SQL stored procedures. Our current process is even faster using our mature data migration platform with intelligent mapping and automated validation.

Outcome

Challenge

A large insurance company was preparing to purchase an expensive ERP module for daily time tracking, resource forecasting, and billing allocation at a projected cost of nearly $1 million.

Approach

We built a highly effective custom solution using advanced Excel, VBA, and Hyperion Essbase. Our current automation platform takes this capability even further with modern RPA orchestration and reusable components.

Outcome

Challenge

A utility company’s finance team required 7 days to complete the monthly close cycle. Creating over 850 management reports alone took two full days each month.

Approach

We automated the process using SQL, Excel, VBA, and Hyperion Essbase. Our current platform is even faster — combining process mining, RPA orchestration, and automated validation to accelerate finance close cycles.

Outcome