Results That Speak

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.

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 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

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. Multiple other close processes also required significant time and manual data entry.

Approach

We automated the process using SQL, Excel, VBA, and Hyperion Essbase. In addition, multiple other month-end close processes were automated using Excel and VBA automation, removing the need for data entry of any kind.

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.

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.

Outcome

Challenge

A multi-branch distributor relied on daily spreadsheet reconciliations between the ERP cash receipts ledger and carrier remittance files. Analysts chased deductions (pricing, returns, promotional allowances) in email threads; month-end often reopened prior-week exceptions because ownership was unclear.

Approach

We stabilized the happy path first: normalized remittance formats, matched receipts to open AR using deterministic rules with explicit exception queues. Humans cleared only true mismatches; automation packaged evidence (source file hash, rule version, timestamp) for each posting batch. Phase two tightened deduction taxonomy so recurring causes routed to the right owner instead of a shared inbox.

Outcome

Challenge

A manufacturer with quarterly scrutiny stitched SOX-relevant evidence from exports, shared drives, and ticket comments. Each quarter-end, finance pulled the same reports differently; reviewers could not rely on prior-period folders because naming and versions drifted.

Approach

We defined a fixed evidence packet per control: data lineage from ERP/subledger, reviewer identity and timestamp, and variance thresholds that triggered human review. Automation prepared packets before management review meetings; exceptions surfaced as structured tasks instead of email chains. Where segregation-of-duties checks applied, we surfaced conflicts early rather than at filing week.

Outcome

Challenge

A multi-entity organization onboarded vendors through email plus fragmented portals. Tax IDs and banking changes lacked a single queue; facilities ordered goods before finance cleared vendor records, creating emergency overrides that auditors flagged.

Approach

We modeled the onboarding workflow as explicit gates: diligence completeness, approved banking change workflow, and ERP vendor record readiness before first PO. Automation moved packets forward with SLA timers; humans cleared sanctions/adverse hits and non-standard payment terms. Exceptions stayed scoped instead of hiding inside generic 'pending' statuses.

Outcome