ONE-CLICK SOLUTION

In Case studies by Emma Rochford

We were brought into a large global private equity fund to re-brand and simplify the production and automation of a complex board report. This involved understanding the workflow so that processes could be implemented to allow the collation of different data from several different sources. We delivered a one-click solution that enabled the report to be run at any point in time using Microsoft Word, Excel, PowerPoint and external data feeds. The final document was a printable pdf with consistent branding and styles that improved the reports readability.