NEW PLANNING TOOL TO MATCH A GROWING BUSINESS
A tailor-made planning solution with just one Excel file
For many companies, budgeting and other planning processes are highly time consuming since many different team members and planning entities are involved. Various documentation needs and hierarchies quickly result in highly complex setups, consisting of multiple distributed Excel files that require a lot of manual handling and control.
For our customer here - a logistics provider - there was a desire to streamline their resource planning with regards to the services provided to one of their key accounts. With more than 40 different locations by the time we started the project, the client had 40 different planning workbooks (one per location) with one sheet per planning week, plus a large number of consolidation spreadsheets, where the results were summarised by use of copy paste. Our client was therefore seeking for a solution that would standardise the planning process amongst different team members, make the daily tasks more efficient and at the same time would be scalable to accommodate their growth ambitions in that area of business.
"As part of our rapid growth, we needed a solution that would make our daily workflows with Excel easier and faster. We also wanted a tool that would standardize certain processes and make them uniform", says the client’s responsible project lead.
exacto has helped with this important task, which has not only reduced the number of Excel files from more than 40 to just one, but which has also become a fully tailored solution that meets the client's specific requirements.