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Excel Case Study 1

A Think Software solution saved this client the equivalent of 9 man days a year, while cutting the possibility of keying errors.

This client was using a spreadsheet into which on a weekly basis, detailed financial transactional data was imported into two separate tabs.

Financial data for any given date was provided and categorized by a cost code. The client needed to be able to summarise the data by cost code and month into a summary sheet.

To further complicate matters, each week's import could potentially change a previous period's data, so that every time the import was undertaken a full summary was required. This process was taking the user a minimum of 1.5 hours every week to do.

Think Software designed and wrote code to run at the press of a button and incorporated this into the client's spreadsheet. This allowed for automation of the entire process, providing a summary of financial data by cost code and by month at a press of a button.

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