A Fortune 500 commodity trading client maintained over 3,000 various financial reports from its risk reporting and deal capture system. Many of the reports were redundant and some were inaccurate resulting in “multiple versions of the truth.” Due to the excessive number of reports, month end close was taking longer than desired.
Configured Vendor Master Records for French and Italian vendors with updated payments to reflect the SEPA standards - e.g. in-house Credit Transfers (CT). Each internal house bank for the EURO countries was tested to ensure payments were applied properly and with complete audit trails.
A large investor-owned utility, with multiple geographic and business unit operations, was utilizing Excel spreadsheet reports from over 30 separate data sources and measuring various business drivers from their customer facing operations. This client requested an automated and simplified visual display of trends and alerts for key customer facing business drivers.
The client requested a KPI based dashboard providing O&M, Capital, and HR information on a monthly basis.